Jake

Green energy advocate. The Electron Age is here...☀️🌬+🔋♻️ = ⚡️ 🌎

[Dustin @r0ck3t23]

Elon Musk sent every Tesla employee a memo that took authority away from their managers and handed it to them.

He never asks for more hours. Every rule moves a decision closer to the person doing the work.

Musk: “Excessive meetings are the blight of big companies and almost always get worse over time.”

Companies have a role for everyone who creates process and no role for anyone who removes it. Meetings and approval chains survive because removing them was never anyone’s job.

Musk: “Walk out of a meeting or drop off a call as soon as it is obvious you aren’t adding value.”

Attendance has always been treated as proof of commitment. He made it worthless, and contribution became the only thing that counts in the room.

Musk: “It is not rude to leave, it is rude to make someone stay and waste their time.”

Ordinary manners protect whoever called the meeting. He moved that protection to everyone else sitting quietly with real work waiting on them.

Musk: “Don’t use acronyms or nonsense words for objects, software, or processes at Tesla. Anything that requires an explanation inhibits communication.”

Internal vocabulary converts knowledge into status and charges every newcomer a fee to participate.

A company that speaks plainly can absorb talent at full speed.

Musk: “Communication should travel via the shortest path necessary to get the job done, not through the chain of command.”

Most good ideas die in transit, three levels below anyone with the power to act on them.

Musk: “Any manager who attempts to enforce chain of command communication will soon find themselves working elsewhere.”

The only threat in the entire memo. A manager who insists on being routed through is buying his own relevance with everyone else’s time. Musk put a price on it.

Musk: “Always pick common sense as your guide. If following a company rule is obviously ridiculous in a particular situation, the rule should change.”

Following a bad rule normally shields you. Exercising judgment exposes you.

He flipped which one carries the risk, and every rule now has to earn its place against the person applying it.

Every institution drifts toward protecting its own comfort. The ones that keep building are held together by people who rewrite the rules back down to something a single person can act on.

Nothing on that list requires a budget, a headcount, or a title.

You can run the entire memo from wherever you are sitting right now. Most people never test it and never learn it was permitted the whole time.

[Chris Meder @EVCurveFuturist]

Australians are voting with their wallets. #EV market share surged from 8.4% in January to 35.8% in June, more than quadrupling in just six months. Iran war, rising fuel prices, falling EV prices & supportive policy are making the economics impossible to ignore. Cost always wins.

[Jake @jpdealing]

@SupportPauline If you want another budget blowout.. this is it. I support every other policy except this.

[Jake @jpdealing]

This will bite hard.. give it time https://t.co/XG45gsbuLu

[Chris Meder @EVCurveFuturist]

Freedom feels like this — waking up every day with a full “tank,” charged by the sun. No gas stations, no oil changes, no noise — just clean, quiet motion powered by your own rooftop. The road ahead isn’t fuelled by fire anymore — it’s lit by the sun. #RipICE #Solar #Freedom #EV

[Aaron Slodov @aphysicist]

CHINA JUST WEAPONIZED THE ENTIRE RARE EARTH SUPPLY CHAIN

get used to reading chinese MOFCOM bulletins because they're writing american industrial policy now.

announced today: any product containing >0.1% chinese rare earth materials needs beijing's approval before re-export to third countries.

doesn't matter if you manufactured it in taiwan, vietnam, or texas.

chinese dysprosium in your magnet? chinese gallium in your chip? beijing gets veto power over the sale.

this is the nuclear option. US spent 3 years trying to deny china access to advanced chipmaking tools. china just responded with chokehold on literally every semiconductor fab, AI data center, defense contractor, and EV manufacturer on earth.

everything runs on chinese rare earths. building alternative supply chains takes 5-10 years minimum.

we don't have 5-10 years. effective december 1st.

the AI boom just hit a hard ceiling and we're still pretending we can offshore our way to prosperity.

time to reindustrialize like our lives depend on it. because they do.

[Jake @jpdealing]

Two key events today.. 1. Bessent $20B credit swap muscles in on China. 2. China export controls on LFP batteries / components. Could be some big tie ups with Milei arriving at the oval. AI is an energy hungry beast…

[Chris Meder @EVCurveFuturist]

Polar Bear Squeeze 🐻‍❄️⚡Pressure, power & the coming lithium storm. The bear’s the shorts, the squeeze is real, & the bulls are breaking free. From China’s salt flats to Chilean streams, white gold’s rising fast — winter’s cold, but the future’s hot. #Lithium #EV #EnergyTransition

[Jake @jpdealing]

Lithium Brine stocks look undervalued vs Hard Rock https://t.co/oV7znkknQg

[Jake @jpdealing]

@CarlCapolingua When CATL sneezes everyone catches a cold. Let’s not forget 8 mines still have to meet resource, reserve, and grade assessments by the end of the month… 160kt LCE

[James Heal 📈 @jdsheal]

Things that make you go 🚀🚀🚀

OK, so it's not off permanently, but 3% off global #lithium lce supply out for almost the rest of the year, plus rumours of other mines to follow. Call that 5% gone.

All of a sudden your global surplus becomes a deficit.
#lithium price shifts to the upper quartile on the cost curve.

Shorts get torn a new one as long suffering bulls call in the borrow and $pls $alb $sqm $sgml $lac $lar make new ATHs.

The 🔆 & 🍹🍹🍹are quite strong in 🇦🇬

https://t.co/DBEp8TaIgd

[Chamath Palihapitiya @chamath]

Energy is the big bottle neck for AI.

In both physical and software AI, it’s not just that the ingredients need to change but the entire recipe does as well:

1) we need infinite and marginally costless energy. This will mean an ensemble of energy sources working together that can produce energy TODAY (ie nuclear not really an option before 2032, building a Nat gas or coal plant with a multi year backlog for parts also isn’t a near term option until 2030+) which means we will need Solar + Storage because it can go online 12-17 months from being greenlit. No way around it.

2) but for energy storage to scale economically in light of Foreign Entity of Concern (FEOC)/Prohibited Foreign Entity (PFE) you will need to find domestic LFP CAM providers for the ESS supply chain. There are very few.

3) you will need to step down the overall power footprint of the data centers which means HVAC needs to be rethought - an entirely new kind of heat pump must be invented. This new device while having a superior profile will also need to eliminate the forever chemicals which are now outlawed and must be sunset.

4) the chips themselves need to be re architected for performant, power efficient inference. Memory design, c2c, cabling and all manner of other design decisions that work well for training won’t likely scale for inference if inference is 100x+ bigger than training.

4) in physical AI, after storage (see above) abundant REs are essential for any form of motion/actuation. But getting REs out of the ground, into an oxide then into an alloy that can be made into Permanent Magnets….are a huge exercise in energy.

And the list goes on and on…
.
.
.

My point is that if you are focused on AI, you should start paying attention to energy as it will be the gatekeeper of progress/change over the next few years in AI.

[Jake @jpdealing]

@BLSHigh The big boys want in

[Jake @jpdealing]

@chamath Solar

[Jake @jpdealing]

@chamath On behalf of a shareholder.. Thank you!

[Jake @jpdealing]

https://t.co/yl1XtbbkcB

[Jake @jpdealing]

@SawyerMerritt @Starlink NBN connection delay has taken longer than 6 months to our premises -provide @Starlink at the same price and I’ll take it.

[Jake @jpdealing]

@sdmoores https://t.co/Kf9BGVL9b5

[Jake @jpdealing]

Critical Minerals and the Future of the U.S. Economy https://t.co/vunNrsR89v via @YouTube

[Jake @jpdealing]

@ausstockchick $LYC