Maxinomics

Follow the money ▫️ ▫️by @phlndrws & @morningbrew

[Maxinomics @maxinomics]

@PerminusGaita @phlndrws Thank you, welcome to the channel

[Maxinomics @maxinomics]

Compute is becoming a critical export, no different than oil

[Ernie Tedeschi @ernietedeschi]

This chart in particular is incredible.

[Maxinomics @maxinomics]

@wilsonyimby @HairulIzlan Incentives are everything

[Maxinomics @maxinomics]

@alvinfoo The full story of how/why is far more interesting than “nobody else wants to refine”

[Maxinomics @maxinomics]

@artsPMP @BrianRoemmele Exactly about this. And I agree with Brian, outstanding activity for kids because it does feel like magic

[Maxinomics @maxinomics]

@StabithaBadcock He did, China "taking away" rare earths from the US

[Maxinomics @maxinomics]

On YouTube:

https://t.co/ESauXZGxOR

[Maxinomics @maxinomics]

@SawyerMerritt Very rare to see anyone, especially journalists, make that kind of admission. Hats off to the author

[Maxinomics @maxinomics]

@RayBuckton @phlndrws Thank you

[Maxinomics @maxinomics]

China found something better than oil

[Phil Andrews @phlndrws]

Everyone should slow down except for me

There's about 12 gigawatts of dedicated AI datacenter capacity in the US right now, Anthropic is building 15 more gigawatts over the next few years

That's more than a doubling. That doesn't look like someone interested in slowing down

[Maxinomics @maxinomics]

@AutismCapital The Druckenmiller note was an interesting moment that was bigger than it appeared imo

[Maxinomics @maxinomics]

@imatrix @signulll If you could drop a link to that machine for $3 a month that would be great, happy to be a customer

[Maxinomics @maxinomics]

@signulll For those wondering, that size machine costs Meta ~$35/month

[Maxinomics @maxinomics]

@SharpeShark @signulll Agreed. Per user cost will almost certainly be lower

[Maxinomics @maxinomics]

@hemanth_why Oil is fungible, a low price in the US will get bid by importing countries until (roughly) the difference between oil prices across all different markets is just transport costs and quality differences

[Maxinomics @maxinomics]

Is this a new organic, grass-fed gasoline?

[Maxinomics @maxinomics]

@bclund All that's been thrown at it in the worst calendar months, very resilient

[Maxinomics @maxinomics]

@JoeGrant1900 Can get a mid-level Macbook Pro too

[Maxinomics @maxinomics]

Everyone: we beg you, make Siri usable. We’ve been waiting a decade and we can see the tech is definitely ready. Please, this is all we ask

Apple: we hear you loud and clear, here’s a phone that folds in half

[@jason @Jason]

iPhone Duo with max memory at $3,200 -- more expensive than my MacBook Pro!

[Maxinomics @maxinomics]

Magnets are fun

This the final shot and the final resting place of the last two magnets I had. The force from them snapping together shattered both

Shattered seven magnets while filming the next video, which comes out tomorrow