Kasper

Former Electrician, now Mechanical Engineer.
I tweet mostly $TSLA, but occasionally other investments.

[Kasper @dk_bayer]

@chamath 🤣

[Kasper @dk_bayer]

@ATabarrok 🤣

[Kasper @dk_bayer]

Such a good picture on how regulation hits a free market

[Alec Stapp @AlecStapp]

Government regulation in France:

Above a certain size, building new homes requires a licensed architect.

Outcome:

[Kasper @dk_bayer]

@alojoh @bryan_johnson Same with gas cars, if invented today

[Kasper @dk_bayer]

@AndreasSteno @RosenvoldGeo Jeg skal lige vride armen om på en kammerat ellers ses vi i Bremen Teater 🫡

[Charles @wotancore]

Scandinavian winters are so dark, so draining, that when spring comes one becomes manic with joy. Even though it happens every year, one is left overwhelmed by the sense that they had forgotten it was possible to feel this good.

[Kasper @dk_bayer]

Jeg glæder mig allerede til benzinchecken 🤣 https://t.co/3n1iY9UrPu

[Nina Schick @NinaDSchick]

The problem with Net Zero is that countries like the UK and Germany (both former nuclear leaders) traded energy sovereignty for dependency on China in an ideological race to go Green.

Assume you could go completely Green without nuclear? The entire hardware supply chain for green energy (solar panels, batteries, wind turbines) is Chinese-dominated.

China controls over 80% of every manufacturing stage in solar: polysilicon, wafers, cells, modules. In batteries, CATL and BYD together hold over 55% of the global EV battery market.

In wind, Chinese manufacturers took the top four global positions in 2024, the first time Western firms have ever been shut out of the top three.

And the raw material underpinning all of it? China refines over 80% of the world’s lithium, cobalt, and graphite.

Even on nuclear: as we see with Hinkley, the UK can’t build a reactor without Chinese money and expertise. And China is building nuclear faster than anyone. They have 33 reactors under construction right now.

The irony: while EU leaders lecture on saving the planet, China will go further and faster on clean energy than any European nation.

It has strategic reasons to diversify away from fossil fuels, and the industrial capacity to act on them.

In 2024 alone, China added 277 GW of solar to its grid, more than the entire cumulative installed capacity of the United States.

It has already built enough panel manufacturing capacity to meet global demand through 2032. A single province (Xinjiang) produces 40% of the world’s polysilicon.

The lesson is brutal. Decarbonise without owning your supply chain and you don’t become a clean energy leader. You become a vassal state.

This is much more than “go woke, go broke.” It’s a surrender of national sovereignty.

[Kasper @dk_bayer]

@DataDInvesting @anthonynoto 🙏

[Kasper @dk_bayer]

@elonmusk please let us mere mortals in on this rocket of a success 🙏

[Sawyer Merritt @SawyerMerritt]

BREAKING: SpaceX has officially announced that @Starlink now has over 10 million customers, up from 9M in December 2025 and 8M in November.

Starlink added over 19,000 new customers on average per day since they hit 9 million customers.

The first Starlink version 3 satellites are expected to launch later this year, which will bring gigabit connectivity and 20X capacity.

[Jay Alto @theJayAlto]

you pity the moth confusing a lamp for the moon, yet here you are confusing a screen for the world

[Kasper @dk_bayer]

🤣

[Polymarket Money @PolymarketMoney]

Leaked image of the people responsible for leading the negotiations between SpaceX, Tesla and xAI as they consider merging together.

[Sawyer Merritt @SawyerMerritt]

BREAKING: Tesla has officially started FSD Unsupervised Robotaxi rides for the general public in Austin with no safety monitors in the car, marking a historic milestone for the company.

Congrats @Tesla team!

[Kasper @dk_bayer]

@mert It is!!

[Kasper @dk_bayer]

@CHSommers It certainly looks like it

[Kasper @dk_bayer]

Really worth a read 👇

[vittorio @IterIntellectus]

https://t.co/GFfob61imm

[Kasper @dk_bayer]

@tesla_na 🤣

[Kasper @dk_bayer]

@mjboswell I envy you guys!

[Kasper @dk_bayer]

@timburchett @elonmusk Yes

[Kasper @dk_bayer]

@olebirkolesen Lige præcis