ToastEsq retweeted
On this platform, MAGA comes and MAGA goes — but #EnergyTwitter is forever
ToastEsq retweeted
Americans are paying 38.3% more for electricity in 2026 than they did in 2020, per Bloomberg.
That’s faster than overall inflation, which is up roughly 29% over the same period.
How can people be AI-doomers with Polymarket odds like this?
JUST IN: Anthropic study finds AI & robots together are already capable of performing tasks covering 81% of U.S. employment.
Readers added context they thought people might want to know
The Anthropic study measures technical exposure of ~80-81% of US job tasks (by working time) to LLMs or robots (mostly limited/structured settings for robots); robots are cost-competitive for only 0.3% of tasks with major barriers.
anthropic.com/research/what-…
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How cool would it be if there was a DRIP meter and data provided specially targeting those using $SATA and $STRC for income and savings targets? @RobinhoodApp @Strive @MicroStrategy
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This could be pivotal
.@POTUS proposes a toast to President Xi and Madame Peng at the official state dinner: "May all of our people know a future of harmony, peace, and success."
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Wow - nightmare look for the future of MSP.
Opinion | Waymo could cost thousands their jobs. We want to change that. startribune.com/driverless-c…
ToastEsq retweeted
seems crazy.
The movie Spider-Man: Brand New Day paid BMW to take over the display of every BMW made after 2020.
When you start a BMW, it shows you an ad for Spider Man. Really cheapens BMW imo.
Of all the brands I thought might bombard with in car ads on screen right when you start the engine,?I had BMW pretty dang low on my list.
This seems the opposite of luxury and performance.
consumerrights.wiki/w/BMW_Sp…
Ofc the geriatrics don’t want competition…
We must NOT let our companies use these Chinese models to save a few bucks. OpenAI and Anthropic are correct. This is vital national security. Please read Bing West's just released Cat 5. I respect the Chinese people greatly but these companies are run by the PLA for heaven's sakes.
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ToastEsq retweeted
⚡️This is a debt-serfdom case study.
A 22-year-old walked out of school with a mortgage-sized liability, no asset, no high-income credential, and an interest rate that turns time into an enemy.
At 15% on $200,000, interest alone is about $30,000 a year, roughly $2,500 a month before principal moves at all. On a $76,000 salary, that is not normal student debt. That is a trapdoor.
The tweet is right about financial education, but that frame is too small.
Financial literacy would have helped, but a financially literate teenager still sits inside an ecosystem designed to sell irreversible adult obligations to people who have no adult balance sheet yet.
Colleges sell identity. Lenders sell access. Parents often lack the sophistication to intervene. The culture sells “follow your dream.” The labor market does not care about the dream. Then the bill arrives.
The most obscene part is the mismatch between debt and earning power.
Borrowing $200,000 for a credential only makes sense when the degree has a credible path to very high income, medicine, elite law, specialized finance, certain engineering paths, maybe a few narrow exceptions. Criminal Justice with a $76,000 starting job is not that. That is a social-status purchase financed like a leveraged buyout, except the asset is a human life.
The system calls this opportunity. The real function is risk transfer. Schools get paid upfront. Lenders get legal claims on future income. Employers get credential-screened labor. The young person absorbs the downside. If the expected income fails, the institution does not bleed. The borrower bleeds.
America keeps telling young people they are investing in themselves while letting them buy overpriced credentials with non-dischargeable or quasi-non-dischargeable leverage before they understand compounding.
Then everyone acts shocked when they become anxious, broke, delayed adults.
This is not merely a personal mistake.
It is a civilization that turned adolescence into collateral.
Alright @vladtenev @RobinhoodApp @AskRobinhood the definition of insanity is the doing the same thing and expecting different results. I’m sick of the copy/pasta email with the same nothing burger automated answer. Platform is fine, but the CS 🤮. Moving back to @coinbase @River.
@AskRobinhood @RobinhoodApp @vladtenev I have never made a single transfer out of my account. I’ve sent emails, started a million chats, sent messages on X, and wasted so many hours trying to connect with someone at RH with the authority to tell me the supposed “violation” over the last week. This must be an error so im trying to be patient, but my trust is getting cooked every day that passes with the same copy pasta response “this is [John/Fatima/Patrick/Mia/etc] we appreciate you reaching out, we cannot tell you anything, and this decision is final.” Are there any real humans at RH that can help get to the bottom of this? I’m very close to moving completely away from RH.
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ToastEsq retweeted
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.
My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.
This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.
Hedgie🤗
ToastEsq retweeted
A MUST-read interview with a Siemens employee explaining just how high demand is for energy equipment right now because of AI:
1. The whole situation is shocking even for people who have been in the business for 40 years. They are getting orders that are double the size of what their entire factory can produce in a year.
2. Demand is so high in the last 5-8 months that they don't need to convince or send any analysis (such as CO2 emissions, etc.) to clients because they just want the equipment, because there's so much backlog that they just want to catch the order.
3. Decisions are being made very quickly by clients; the backlog for some of the energy equipment companies is 5-6 years. For transformers, the situation is even more difficult.
4. He mentions that right now, data center builders do not care about sustainability; they just want power at any expense, reliable power. They say they will think about sustainability later.
5. The orders have gone from previous 20-30 MW orders to now 200-500 MW units. Customers have previously wanted to get equipment from different OEMs, but now they prefer an integrated standardized solution.
6. An interesting dynamic is that even though the data center requires 100 MW, the builders are buying N+1 units of gas turbines (so more than just for 100 MW) as backups, as well as having more energy capacity, as they believe they will continue to grow that data center.
7. He does believe there is some double booking going on on transformers and switchgears because of extra-long lead times.
8. Everyone is trying to reduce PUE, and water use effectiveness, but even after improving, they just use the same power to run more compute.
9. The problem is also liquid cooling, as it is expensive, and water availability in many regions is a problem.
10. Margins on equipment in the sector have gone from 4-6%, where they were 2-3 years ago, to 20-23% and in some cases even 40%. The data center builders know the margins are high, but they are fine with it because they just want to get it.
found on @AlphaSenseInc
ToastEsq retweeted
This summer 9 of the 17 generators at Hoover Dam are going to be offline because water levels will be critically low.
And by Fall Lake Powell won’t be putting out any power because the water levels will be too low. At a time when data centers… need water + power
