Tom

[Tom @CardinalTiger]

@RoKhanna @RoKhanna I mean, isn’t the purported Republican position kinda what the empirical data shows?

[Tom @CardinalTiger]

@stevemagness Did anyone ever make a real effort on better bicarb formulations years ago? Feels like a big miss from the folks willing to use lots of PEDs to miss out on a legal option that just required some modest innovation!

[Tom @CardinalTiger]

@JigarShahDC @OurWorldInData Spot on, Jigar—this view is based on false notion we are somehow lacking enough land. Also overlooks the very different economic profiles — capital required to cover an acre with PV != annual planting/harvesting. Farmers can’t “flip a switch”

[Tom @CardinalTiger]

@aaraman @ramez @LindsayJS @dbinthed Have been wondering about Aaswath’s tech vis-a-vis data center cooling too … is there potential application there?

[Tom @CardinalTiger]

@microbeminded2 Hey @DKThomp , another great “everyday” virus to target vaccines against to reduce chronic high cost disease… fascinating. Herpes —> Alzheimer’s link

[Tom @CardinalTiger]

@mattyglesias A really cool use case of the “time capped LLMs” recently discussed would be to show them “charts from the future” and have them come up with hypotheses on how such flips happened. Show this one to a “2005 LLM” for example.

https://t.co/Wcl5Sa6fjw

[Joachim Voth @joachim_voth]

How did people in 1913 see the world? How did they think about the future? We trained LLMs exclusively on pre-1913 texts—no Wikipedia, no 20/20. The model literally doesn't know WWI happened. Announcing the Ranke-4B family of models. Coming soon: https://t.co/KOjbdLlH3S

[Tom @CardinalTiger]

@DKThomp Yep! Was reading up on this the other day… Moderna has some candidates in trials. Amazing to think there could be a vaccine that prevents Lupus and MS (as both seem to be ~non existent in those who’ve never had EB)

[Tom @CardinalTiger]

@TDsTake That’s like the full Nebraska experience and they didn’t even need to hire Matt Rhule

[Tom @CardinalTiger]

@CMCoe @JessePeltan Nuclear has incredible energy density per acre … but we’re not running out of acres. So it’s not an especially useful basis of comparison

[Tom @CardinalTiger]

@bobbyfijan What’s incremental cost of a finished (full height!) basement plus roof deck?

[Tom @CardinalTiger]

@Investor_NICK_ The chest that could launch 1000 bips

[Tom @CardinalTiger]

@JessePeltan Ethanol is very interesting topic that has been become a political hot potato and bete noire for many energy folks. Lots to debate but 3 salient points:

1) US has fewer corn acres than 100 years ago
2) the capex to turn an acre to PV >> value of land
3) no shortage of US acres

[Tom @CardinalTiger]

@ramez @AukeHoekstra Thanks for flagging as I’ve had same Q. dDiurnal variability is easy, Seasonal much tougher! Good to think about planned increase in winter peak demand due to EVs + Heat Pumps + Data Centers + Industry Electrification. That’s the real target to hit, PV doesn’t help so much in Jan

[Tom @CardinalTiger]

@Noahpinion This is the David @friedberg thesis.

I think it raises really interesting questions on how to think about monopolies (can there be “benevolent monopolies” whose impact outside their core justifies a cash-generating monopoly elsewhere?)

[Tom @CardinalTiger]

@JessePeltan Aren’t you ignoring the coal-powered drones that Ukraine used to launch their surprise attack on Russia, Jesse?

[Tom @CardinalTiger]

@trntclark @RetiredOpinions @JoeyMannarinoUS Sometimes they do. But for a business that is upfront capex-heavy and opex (very) light, no reason to skew even more cost upfront

[Tom @CardinalTiger]

@RetiredOpinions @JoeyMannarinoUS @curious_founder has written on the huge gap in solar costs between US and Australia. Huge oppty for US to enable cheaper energy by eliminating excess regulation (and subsidies!)

https://t.co/ZeQErvRilO

[Tom @CardinalTiger]

@RetiredOpinions @JoeyMannarinoUS The Lazard LCOE report shows unsubsidized solar basically on par with cheap gas, so yes. Problem in US is red tape (Fed and local) that increases cost substantially compared to, eg, Australia and Germany which ITC somewhat offsets

2025 Lazard report: https://t.co/6YVc3rezGl

[Tom @CardinalTiger]

@RetiredOpinions @JoeyMannarinoUS Run the numbers on how much revenue you can get from one acre of solar panels vs one acre of row crops, and you’ll understand why they’re doing it. Farmers getting offered $1000/acre to lease land for solar—better than revenue in a good corn year

[Tom @CardinalTiger]

@NoahNewbegin @ChiefNiftyswell @JoeyMannarinoUS Exactly. I’m only aware of Cd in CdTe panels made by First Solar, which are never (afaik) used in rooftop arrays. I don’t think there is any Cd in a Si panel, which is basically every non-First Solar panel out there