Co bardzo ważne:
- po KILKU spotkaniach p. Budanowa z naszymi przywódcami nie ukazały się żadne bliższe komunikaty z przebiegu tych rozmów (same ogólnikowe frazesy) co oznacza że te informacje NIE NADAWAŁY SIĘ DO PRZEKAZNIA OPINII PUBLICZNEJ.
Wnioski: KIJÓW TRZYMA NAS ZA MORDĘ.
@lost_traveleros@KonradBerkowicz@KONFEDERACJA_@Nowa_Nadzieja_ Być może. Nic nie jest czarno białe i żadnemu politykowi ufać nie można. Jednak co proponujesz w zamian? Trwać dalej w tej polityce i uszy po sobie? Zawsze temat sprowadza się do wybrania mniejszego zła.
Nie mam problemu z tą „narracją”, bo to fakt, że sprowadzanie do kraju rozwiniętego ludzi trzeciego świata prowadzi do przekształcenia kraj w trzeci świat. Nieograniczona i niekontrolowana imigracja prowadzi do zniszczenia i zastąpienia społeczeństwa i dlatego należy ją zatrzymać.
Palantir CEO Alex Karp was just asked about SpaceX on CNBC:
"I'm bullish on Space if the person doing it knows what they're doing. Bullish on Elon and Space, yes. Bullish on Space, no idea." (H/T to @jawwwn_ for the clip)
Rozumiem obawy i pełna zgoda że trzeba patrzeć na ręce. Ale mam wrażenie że to trochę narracja hamulcowego. Bo tak:
1 - Bełchatów. Kopalnia i elektrownia gasną, zaraz ludzie zostaną z ręką w nocniku. Data center to pewnie nie lek na całe bezrobocie, ale to konkretna praca przy budowie, stała obsługa obiektu, szeroki łańcuch lokalnych dostawców i grube podatki z nieruchomości. Region ma szansę przeskoczyć z węgla w XXI wiek, zamiast gnić na zasiłkach. Sensownego planu C po prostu nie ma.
2 - prąd. Te 500 MW czy 1 GW nie zabierze babci prądu z gniazdka. Zwykłym ludziom rachunki od tego nie wystrzelą, bo to inny rynek i regulacje. Tutaj jest po prostu stabilny odbiorca, który pociśnie zapotrzebowanie dla nowych mocy: atomu, gazu, OZE. Problemem nie jest to, że data center zużyje prąd, tylko to, że Polska od lat za wolno dowozi własną energetykę.
3 - kasa. Zagraniczny kapitał ciągnie za sobą usługi, software house’y i startupy. Polska może zostać hubem data center w tej części Europy, ale pod warunkiem, że twardo wynegocjujemy nasze warunki z inwestorami. Compute to nowa ropa. Kto stoi i marudzi, ten zostaje w tyle.
A środowisko? Jasne, taki obiekt zajmuje teren i trochę hałasuje, ale uciążliwości da się technologicznie ograniczyć. Poza tym robienie z serwerowni ekologicznego potwora w miejscu, gdzie od dekad dymi i ryje ziemię gigantyczna kopalnia węgla, to jest jakiś absurd. Węglówka to nieporównywalnie gorszy syf. Inne branże też mają wpływ na otoczenie, ale je akceptujemy.
Pytanie jak to będzie z tym negocjowaniem - zgadzam się że tutaj jest powód do obaw bo łatwo w Polsce kupić sobie urzędników i polityków niestety… Ale całkowicie się temu sprzeciwiać wg mnie nie ma sensu.
@alojoh@teslawillwin Good point. I also had a lot of these gut feelings but did not properly root-cause them. I am doing that now. This is why some learn from their mistakes and others don’t.
Tesla. In hindsight Elon knew holding up the stock price at that valuation required endless carrots. 1. Cybertruck had 2 million reservations. It turned into hot air. 2. The compact car was coming (for 2 years) and Mexico factory was to build it. It friend into complete BS. 3. Operating a lithium refinery factory is license to print money. It opened and no measurable impact to bottom line. 4. The golden key was the dry battery process once it becomes a reality. It did but cell costs from China plummeted and it became a nothing burger. 5. Major manufacturers were in discussion with Tesla to license FSD and then poof it was all a dream. 6. The most famous.. half the US population will be served by robotaxis by year end 2025 (said before his comp vote). And poof .. last quarter it was replaced with “it doesn’t make sense to scale robotaxi faster if better FSD models are coming. 7. Another famous claim “Everyone that could afford a Tesla would want a Tesla the problem is high monthly payments and interest costs” .. horse sht. 8. Solar roof and solar city — let’s not go there’s. 9. DOJO .. for 3 years it was the golden egg project … poof entire team was let go and he has been beginning GPUs from Jensen since. 10. Thousands of Optimus will be doing useful things in Tesla factories before 2025 years end…. Poof. 11. I will reward long time Tesla shareholders if any of my private companies go public. We all got the middle finger. 12. “I won’t go through with twitter purchase” then sold tens of billions with out warning. 13. We all endured bidens ensuing legal warfare. 14. DOGE drama. 15. Filthy Public spat with the president and getting booted from the White House lawn. 16. Never ending political posts. 17. The most absurd retarded earnings calls of any public company. 18. The next even bigger carrot? Terrafab. 50 football fields long and it will produce billions of chips. Because no one can supply enough for what Tesla would need like a national federal autonomous taxi service that does a federal law for it is being willow walked, and an Optimus robot that would first need high production factories (2 years) then ramp (1 year or more) and no one knows if it will be like cybertrucks 2 million reservation claim. One of The greatest series of business fantasy borderline scams ever told. Sold it all and moved to Micron at $400 and everyday I ask myself how did I become so stupid to keep given him the benefit of the doubt. Looking back it was more about not wanting to accept my failure of holding it. His carrot traps kept that hope and goal posts moving. Blocked him and his retarded gang of influencers. If someone hurts you move on.
Milton Friedman's greatest regret.
The federal government discovered the perfect crime in 1943: make employers collect taxes before workers ever see their paychecks. You think you earn $60,000 per year, but you actually earn $75,000 and hand over $15,000 to politicians without ever touching it. The psychological difference is enormous.
Before payroll withholding, Americans wrote quarterly checks directly to the Treasury. Picture yourself sitting at your kitchen table, writing a $3,750 check to the IRS every three months. The pain was immediate and visceral. Politicians faced constant pressure to justify every dollar because citizens felt the extraction in real time.
Withholding transforms this concrete loss into an abstract accounting entry. Your employer becomes an unpaid tax collector, and you never experience the actual cost of government. Worse, most people celebrate their tax refunds as government generosity rather than recognizing them as interest-free loans they provided to politicians. The Treasury collects your money throughout the year, spends it immediately, then returns your own cash and receives gratitude.
This system enables the explosion in government spending you witness today. Defense contractors billing $640 for toilet seats, agricultural subsidies for corn syrup, and congressional salaries for 535 people who rarely show up to work. When taxation feels painless, voters stop demanding accountability for how their money gets spent.
Milton Friedman helped design withholding as a wartime emergency measure and later called it his greatest regret. Free market economists recognized that the psychological pain of direct taxation creates political pressure for fiscal restraint. The temporary always becomes permanent in government hands, and the emergency justification disappears while the extraction mechanism remains forever.