Top Tweets for #StrandedAssets
@GergelyOrosz LLM are this cycles NFT in so far as it does not provide economic value for given inputs and value was masked by VC subsidizing cost.
Inference cost are O(n^2), which is why NVDA and memory profit in the short term but long term its all #strandedAssets
@liberal_party The way you're doing it is by INCREASING fossil fuel use. That's unacceptable at this late stage of the #climatecrisis.
It's clear why you ended the #carbontax, you don't actually believe in stopping the crisis, or understand what #StrandedAssets are.
https://t.co/ThsyZicNNB
@ianbremmer It isnt an arms race. US wants to control semicondtr & AI as a way to escape #petrodollar and replace it with semidollar.
But they created one of history's biggest #strandedAssets
China AI push is about cheap electricity so it can use #electroyuan to anchor its reserve status.
STRANDED ASSETS
Unsanierte Bestandsgebäude können für den Mittelstand zum Klumpenrisiko werden, so die Hamburger Bau- + Energieexpertin Christin Goldbeck: https://t.co/t7ginRBl1r
#Immobilien #Mittelstand #ESG #Bestandsgebäude #StrandedAssets #Nachhaltigkeit
Bild: Hubert Nowik
A warning to Cdns and investors in Canada about #energy upgrades to properties.
#strandedassets
#cdnpoli
To avoid being left with #StrandedAssets😨
we need politicians we can trust, who will end this deceitful behaviour by companies supposedly looking after our pensions🤬
Find our where parties stand on climate➡️https://t.co/on8Rg1kjp3
& vote tactically➡️https://t.co/CSgAoyt0gK🙏
To avoid being left with #StrandedAssets😨
we need politicians we can trust, who will end this⤵️ deceitful behaviour by companies supposedly looking after our pensions🤬
Find our where parties stand on climate➡️https://t.co/on8Rg1kjp3
& vote tactically➡️https://t.co/CSgAoyt0gK🙏
‘Green’ UK pensions are bankrolling US fossil fuels 😳
https://t.co/vzGVGNLIdT
@jukan05 Deepseek produced frontier model with 1/10 the compute.
It shows brute force with high numbers of GPU isn't required.
Efficient architecture (engram + MoE) have replaced scaling law.
So GPU are not needed as much. They are #strandedAssets
@PatrikMuncaster @ExnerPirot Buying low and selling high is good for energy bills of heat pump owners.
Exporting huge volumes of BC gas is bad for energy bills of BC gas users.
#StrandedAssets #climate
Learn about 'stranded assets' and the economic risks of climate change. #StrandedAssets #ClimateRiskhttps://buff.ly/w97KIik
@mattjcan What’s the cost of the subsidised output?
Singapore will always be cheaper
A tax payer con in decarbonising world
Let private capital do it with subsidy if the risk of #strandedassets is zero!
@sriramk @dwarkesh_sp You can't build a stack when the foundations are uneconomical.
LLMs are a failed business model with trillions in #strandedAssets. Building on top of it is like AI datacenter of using kerosene oil for power.
Total misallocatiom of capital.
@jukan05 Yes they will.
Software is O(1) cost because margin cost of copy is 0.
LLM are:
O(nlogn) < cost < O(n^2)
Which is a failed business model.
Resources and investment from these #strandedAssets will go back to software
@bcherny So you asked Mythos to fix LLM failed business model and its response was:
Enshitification
Congrats on your #strandedAssets
@satyanadella History will remember you as the person that fell for @sama lies about #scalingLaw and caused $MSFT to lose out to Huawei because of your AI datacenter #strandedAssets.
Look at my handle.
An AI datacenter uses ~5 million gallons of water per day. That’s enough for a town of 50,000 people.
In the US Southwest, water rights are now costing more than the land itself.
We are building digital cities in physical deserts. 💧 #StrandedAssets
@zephyr_z9 You're not gonna talk about how the Pentagon was using chatgpt and Claude to wargame/plan out Iran War and lost the Strait of Hormuz to Iran?
There's no intelligence in LLM.
Long run, bad for Google bc #strandedAssets
@kimmonismus He also said he can give you guaranteed 17.9% returns when risk free is at 4%.
He's likely a big fraud and trapped Big Tech into building AI #strandedAssets
Solar and Wind Are the Classic Stranded Assets, Though the Climate Blob Would Have Us Believe Otherwise
https://t.co/Psua9ZwRQ5
#ClimateBlob #MasterResource #Bradley #Climate #ClimateChange #Renewables #StrandedAssets #Solar #Wind
@satyanadella If copilot is so intelligent, why didnt it warn you not to invest in #strandedAssets like AI Datacenter?
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