Michael Conklin

Interested in growing jobs and creating a more inclusive, sustainable, and just economy. I believe in investing in our future.

[Michael Conklin @EV_Cowboy]

@ProfJonTaylor @cltomlinson @HoustonChron Where can I learn more about this?

[Elon Musk @elonmusk]

There are no coincidences

[Michael Conklin @EV_Cowboy]

@cohan_ds @cohan_ds Do you know where I can find daily peak net load profiles for the ERCOT grid?

[John Arnold @johnarnold]

This is underappreciated but perhaps the greatest accomplishment of modern-day economists.
graph via @leecoppock

[Car Dealership Guy @GuyDealership]

One of the biggest issues for the car market:

Vehicle affordability.

And guess what? used car supply is a major reason why…

Explained simply:

• Supply chain disruptions of 2021-21 resulted in fewer New vehicle sales (specifically, Vehicle Leases).

• Now, due to significantly lower vehicle sales in 2020-21, dealerships are preparing for fewer *lease returns*.

And as we learned over the past couple of years:

Fewer lease turns = Fewer used cars to sell = HIGHER PRICES.

The bottom line:

Lease returns are expected to be 33% *lower* in 2025 (vs 2019).

At the minimum, we should expect a very competitive used car market for the next couple of years.

At the maximum, we could potentially see prices rise again.

(Data source: JD Power Summit, via Joe Overby)

[World of Engineering @engineers_feed]

Mercedes showing off their 360 turn feature in the new electric G Wagon

[Crémieux @cremieuxrecueil]

This is such a great chart for showing off how good economists have gotten at stabilizing the economy.

[Car Dealership Guy @GuyDealership]

If you’re deal hunting and you:

• don’t care about brand
• don’t drive a lot
• want to get a great deal

Your best bet is to lease an Electric car.

The incentives are hot and you avoid taking any residual risk—even i’m considering one for my family.

[Michael Conklin @EV_Cowboy]

😂

[Carl Vellotti 🥞 @carlvellotti]

every startup's product comparison page

[Michael Conklin @EV_Cowboy]

@tacootje 😂

[Michael Conklin @EV_Cowboy]

Important

[Garrett Scott 🕳 @thegarrettscott]

Have it on extremely good authority that the board has agreed to these 6 new bylaw amendments if Sam returns to OpenAl:

[Car Dealership Guy @GuyDealership]

Remember Carvana?

Their shares are up 530% this year.

Pretty wild. everyone thought they were finished.

[The ₿itcoin Times @TimelessBitcoin]

''Many people falsely believe nuclear energy is dangerous—like they falsely believe airplanes are more dangerous than cars.

When we look at the actual data, we see that nuclear is the 2nd safest source of energy in the world:

1 - Solar☀️
2 - Nuclear⚛️
3 - Wind💨

No other energy sources even come close.''-@BrianGitt

[Texas House Republican Caucus @TXGOPCaucus]

NEW: Statement from Undersigned Members of Texas House Republican Caucus on Defend Texas Liberty PAC Funding (1/2) #txlege

[Michael Conklin @EV_Cowboy]

Concerning indeed

[Car Dealership Guy @GuyDealership]

How is no one talking about this?

Auto loan delinquencies have risen past pre-COVID levels.

Not a crisis but concerning trend.

(via Experian)

[Brian Gitt @BrianGitt]

@pwrhungry Power availability will limit AI growth.

Data centers can’t grow fast enough to match the pace of increasing demand.

Power transmission bottlenecks in Virginia could delay new data center development into 2026.
https://t.co/dR8vbnV2Bl

[Michael Conklin @EV_Cowboy]

@stats_feed Keep X and YouTube

[John Arnold @johnarnold]

Why we have to figure out how to build faster:
It took 18 years from plans filed until full operation on 2 new units at Vogtle Nuclear. The 2.2 GW of power from these nukes is only equivalent to the demand from the new TSMC chip plant (1.2 GW) & 2 AI data centers (0.5 GW each).

[Michael Conklin @EV_Cowboy]

Are utilities ready? If you have low electric prices, prepare for massive data center growth.

[Brian Gitt @BrianGitt]

New AI chips use an insane amount of electricity.

A single Nvidia GPU chip consumes about the same amount of energy as a typical US home.

Nvidia GPUs alone will consume more than the entire planned US data center capacity expansions over the next decade.

h/t @d51mmons

[Michael Conklin @EV_Cowboy]

@GuyDealership @MachE_VLOG Help me with the implications, please. Why would they cancel orders and what is the significance of (dealer stock)? Is that to say they are canceling just dealer orders? Are there non-dealer-stock orders? Is this a sign of future production plans or a reaction to the strike?