tylermcclellan @tylermacro10
Global macro (PM & Research) 20yrs: in Paris now. Joined March 2016-
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Good thing our big companies dont pay dividends…otherwise we’d be in real trouble,
Good thing our big companies dont pay dividends…otherwise we’d be in real trouble,
This is legitimately gross
Going to nominate this line as the official motto of the utility industry:
Trivia question—if anyone gets close without looking up I’ll be impressed What are the ytd fossil fuel receipts for the electric power sector and what were they 20yrs ago (2005)?
AI chips cannot even build cheap housing for AI chips But you think theyre going to build abundant housing for humans?
AI chips cannot even build cheap housing for AI chips But you think theyre going to build abundant housing for humans?
If you add up the $’s involved, many more of the components in an AI data-center are designed and built by robots than in an office building (home for human intelligence) & yet data centers are much more expensive to build than any office building ever Makes you wonder…
🔴 EN DIRECT Le PS ouvert aux discussions et dira "oui" au Premier ministre si ses propositions rapportent autant qu'espéré avec la taxe Zucman l.bfmtv.com/YEEJ
3yr payback is good But again, no magical money machine There are ALOT of financial games going on right now
3yr payback is good But again, no magical money machine There are ALOT of financial games going on right now
It's amazing how the latest round of "math in economics" has brought back all of our favorite characters: - ergodicity dude - complexity guy - greedflation lady - gauge theory weirdo - just print more money woman - Austrian economist who hates math
Im really puzzled as to why the blackstones of the world are not dominating AI data center development
Ok, I'm going to respectively help folks think about this with some evidence-based figures. There's too many finance & tech folks throwing around GW figures incorrectly or not appreciating the scale. -Scale (Power) check: Global Installed Electricity (not energy, two different…
Ok, I'm going to respectively help folks think about this with some evidence-based figures. There's too many finance & tech folks throwing around GW figures incorrectly or not appreciating the scale. -Scale (Power) check: Global Installed Electricity (not energy, two different… https://t.co/YMuqPZOQR9
Last post of the weekend. Enjoy this. The $CIFR deal has a major trap door in it, in the form of the warrants agreement given to $GOOGL that were NOT a feature of the $WULF deal. $WULF gave straight penny warrants with no assurance as to the value of those warrants over time.…
This is genuinely crazy
Polish mountaineer Andrzej Bargiel has become the first person to climb Everest without the use of additional oxygen and then ski down the mountain
@ira_joseph @ColumbiaUEnergy Some quick visual observations on kwh per capita vs nominal GDP per capita with today's industrial and consumption patterns - mainly IEA and World Bank data
Theyre unironically doing the ARR multiple arbitrage dance
Theyre unironically doing the ARR multiple arbitrage dance
They’re making a causal observation about how the economy works…& theyre ≈ correct The stock market Isnt up because we’re building data centers, we’re building data centers because the stock market is up
They’re making a causal observation about how the economy works…& theyre ≈ correct The stock market Isnt up because we’re building data centers, we’re building data centers because the stock market is up
When did people all start speaking with the Peter cadence,
When did people all start speaking with the Peter cadence,
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