Kinez

public/acc
demographics, electricity

[Kinez @_Kinez_]

@SU_57R Eh

[Kinez @_Kinez_]

@hypergameme He didn't violate them, it was implicitly allowed by the government otherwise they would have banned sales outside US and or maybe couple countries in EU
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And it wasn't 7B$ it was much more lol

[Kinez @_Kinez_]

@Dexonomics Ma to je vrlo prosta stvar
Ili imas peg ili budes pegovan kao turska pod erdoganom
To mogu/moraju ameri/rusi/kinezi/japanci da jebavaju mi ostali smo plebs sa premalim ekonomijama te ako ne preuzimamo neku drugu valutu onda uzimamo kroz peg neku frakciju neke druge valute i toeto

[Kinez @_Kinez_]

Varyag showing multiple slow low altitude overflights of kremenchuk refinery during daytime with drones with video feed
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What
I don't know at this point
Just posting because it's a new thing, never seen this before

[Kinez @_Kinez_]

@mattparlmer You have pacific (10000km) between russia and china and you
There is nothing to fear, never was
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AI won't invent teleportation
Jesus christ westerners are crybabies

[Kinez @_Kinez_]

@AlexStano75 Zato gugl ima svoje TPUs a openai/ant i svi ostali jure da prave svoje cipove itditd
Prodavanje zlatnih lopata ne moze doveka
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Realan godisnji rev za $NVDA je tipa 120B$ na 70B$ cost of goods -> 40% margin
Sto bi dalo ~1.4T$ market cap
Ostalih 3T$ ce prebace u $ANT/$OAI

[Kinez @_Kinez_]

@AlexStano75 Intel ima revenue od 50B$ na cost of goods od 30B$
Nvidia ima revenue 210B$ na cost of goods od 60B$
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U kini bi ih samo nacionalizovali i spustili marginu na 0% zbog viseg cilja da se pojaca pozicija AI labs
U americi mora ovako predstava skandalima da sklone jensena :P

[Kinez @_Kinez_]

@elonmusk @DarioAmodei @sama @JeffBezos @JensenHuang
Trillion dollar idea, get on it boys chop chop
While you still have infinite buxx

[Kinez @_Kinez_]

@mattparlmer Buying up 100TWh (11GW) worth of industrial facilities and then shutting them down&forcing consumers to import said product(s) from china/RU/EU/[...] to use its electrical connection for AI is dead simple
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Could even expand generation, restart and sell the industrial co later

[Kinez @_Kinez_]

@mattparlmer Buying up 100TWh (11GW) worth of industrial facilities and then shutting them down&forcing consumers to import said product(s) from china/RU/EU/[...] to use its electrical connection for AI is dead simple
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Could even expand generation, restart and sell the industrial co later

[Kinez @_Kinez_]

@mattparlmer As for "idle chips", complain about that to companies not investing in proper new electricity generation
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Alternatively find a big industrial consumer (steel mill, chemical industry, whatever) buy it out and shut it down, take contract charges and use electricity it would use

[Kinez @_Kinez_]

@pmcwagner02 <300k KIA
>100k amputees
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thing is there is demob and deserters so actual "losses" of active serviceman are >600k<700k
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I am just collecting extracts from yearly/half year reports of communities of various sizes to validate for 1000th time what we already know

[Kinez @_Kinez_]

Ukraine
Zvyangel Territorial Community, Zhytomyr oblast
1/11/2025
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~16200 men 18-59
3010 mobilized (~18.6%)
426 KIA+MIA (~2.63%)
758 disabled (~4.67%)
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Source: https://t.co/x1ms99UO2A
If i keep finding these we can have a clean extrap of mob/losses soon enough

[Kinez @_Kinez_]

Ukraine
Rozdorska Territorial Community, Dnipropetrovsk oblast
1/1/2026
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504 men 18-59
128 mobilized (25.4%)
31 KIA+MIA (6.15%)
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5 KIA, 6 MIA in 2025
Source*: https://t.co/8MihTKBSck
*need ukrainian vpn

[Kinez @_Kinez_]

Ukrainian Railways Q3
-2000 more employees

[Kinez @_Kinez_]

Ukrainian Railways H1
Revenue 980M$, Net -220M$
159k employees, -10500 (-6.2%) from year end 2025, -2000 from Q1

[Kinez @_Kinez_]

@leonardgeo50694 There pretty much is a total collapse in all those sectors sorry
They're importing rebar for construction nowadays and none of that matters to war even if it's bad for the country
You should study the matters a little better IMO

[Kinez @_Kinez_]

Ukraine
Electricity Supply Situation
12/11/2026
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Although RU studied UA grid more and increased both amount and frequency of strikes + started early, situation remains quite tame & repairs continue
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As for the capital, main difference is unlike last year is heating works

[Kinez @_Kinez_]

@leonardgeo50694 Ahmetov has a billion dollar of debt still unresolved in metinvest that he has to pay so of course he will try to squeeze out more out of kametstal and zaporizhstal if he can
But with a couple more of attacks those are gone too
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It's sad but nothing unrealistic

[Kinez @_Kinez_]

@leonardgeo50694 How is steel critical to defense industry that primarily consists of fire point and antonov that make their uavs in European Union out of components they order from eu mfgers? Nothing else remains after fedorov
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Arcelor is biggest steel mill and decided to quit till war end

[Kinez @_Kinez_]

@leonardgeo50694 Losing zaporizhstal arcelor poltava mines etc opens up dozens of thousands of men out to mobilization, lowers electricity consumption etc etc it's a beautiful sight
That is if you disregard post-war aspect of the countries existance
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Which all westerners+some ukrainians do

[Kinez @_Kinez_]

@leonardgeo50694 In terms of electricity itself, it's better than last years January for eg (when the campaign hit)
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As for industry, ports etc
I believe that's benefitial to ukraine (since their goal is to last as long as possible in war, and those can be just be substitute funded from eu)

[Kinez @_Kinez_]

@leonardgeo50694 Meeeh
Nothing ever happens
Breaking people in a country fully digitalized with a sauron eye watching over all them just frees more of them to be mobilized to hold frontline so drone and missile slinging can continue unabated
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Never said it wasn't bad for people or country