Margus Palu

Presented without context | always the wrong amount of character

[Edward Luce @EdwardGLuce]

Strange situation where we await a statement from Iran to check whether there's any truth to what US president is saying.

[Gaurab Chakrabarti @Gaurab]

ASML's EUV scanners will be the last machines on Earth to lose helium. Party balloons will be the first to go. Helium is not manufactured. It is a byproduct of uranium and thorium decaying deep underground over billions of years. Vent it and it escapes to space. Permanently. A third of the global supply went offline when Qatar's Ras Laffan plant was hit on March 2. The rationing has already started. Here's what happens:

Day 1. Party balloons. Distributors cut retail supply immediately.
Day 7. Industrial welding and pressurization. National allocation kicks in. Switch to argon where possible.
Day 14. Routine fab leak detection switches to hydrogen. Ultra-sensitive qualification still needs helium.
Day 21. MRI machines. Older systems that vent helium cannot get refills. Elective scans delayed.
Day 45. Global buffer depletes. Fabs enter conservation mode. Non-critical depositions switch to nitrogen.
Day 60. Backside wafer cooling on older etch tools. Nitrogen conducts heat six times slower. Throughput drops.
Day 90. High-power etch. Advanced memory and logic nodes cannot run without helium-grade cooling. Wafer production drops.
Day 120. ASML's EUV lithography tools. $200 million scanners making the highest-value wafers on Earth. Leading-edge chip production stops.
Day 240. $700 billion in data centers are being built this year. Higher GPU prices, delayed cluster expansions, slower scaling.

Four months from birthday balloons to AI chip shortage.

[Javier Blas @JavierBlas]

Somewhere in the Kremlin, Vladimir Putin is rubbing his hands.

India is paying ~$99 a barrel for Russian crude Urals (including shipping costs). And since the US eased its sanctions on Russian crude, it's all legal.

[Kelly Grieco @ka_grieco]

This piece from the WSJ asks the wrong question, answers it with circular logic, and then buries the most important finding of the conflict in paragraph 11. Let me explain. A short 🧵.

[Gaurab Chakrabarti @Gaurab]

49% of the world's urea exports pass through the Strait of Hormuz. Urea is the most-used nitrogen fertilizer on Earth. The Haber-Bosch process turns natural gas into ammonia, ammonia into urea, and urea into food. It alone is responsible for feeding ~4 billion people. Half the nitrogen atoms in your body were placed there by this reaction. Qatar's largest urea plant has already shut down. Prices are up 35% in one week. The spring planting window in the Northern Hemisphere is right now. Nitrogen has to be applied at a specific point in the growing cycle. Miss it and the yield loss is permanent for that season. The same 21-mile chokepoint that cut off naphtha to five chemical plants last week is now cutting off the nitrogen that grows our food.

[Javier Blas @JavierBlas]

COLUMN: Net zero by 2050 is effectively dead: Oil, natural gas and coal will remain crucial for meeting the world's energy needs.

But that doesn't mean the end of renewable energy. Solar, in particular, is thriving, and will continue to boom.

@Opinion https://t.co/3xqWRK6SqO

[Morgan Housel @morganhousel]

"For reasons I have never understood, people like to hear that the world is going to hell."

- Deirdre McCloskey, relevant today.

[sabine mescher ❦ @SabineMescher]

💔Never foget - never forgive

[Sławomir Dębski @SlawomirDebski]

One of the most important strategic lessons of the 2014 annexation of Crimea for the entire eastern flank of NATO is this 👉without armed resistance, there will be no international reaction.

Berlin may warn against escalation and repeat Russian propaganda about “anything but bloodshed” - as Merkel did in 2014 - but all of Russia’s neighbors understand a simple reality. Russia is not deterred by special envoys patiently explaining that attacking neighbors is unacceptable. Russia is deterred when Russian soldiers are killed.
In 2014, I discussed this directly with Zbigniew Brzeziński, who pointed out that the Ukrainians in Crimea did not create their own Westerplatte moment. In September 1939, it was the resistance of a small Polish garrison in Gdańsk that created a situation in which France and the United Kingdom had to recognize casus foederis and enter the war against Germany.
In any scenario of a Russian attack on the Baltic states no matter how “hybrid” they must begin by killing Russians. Only then does deterrence become real, and only then does alliance solidarity move from rhetoric to action.

[Margus Palu @margusp]

https://t.co/vo989tWfL2

[Margus Palu @margusp]

Mul puudub igasugune info antud kaasuse kohta, aga kui ma peaksin pakkuma, siis ma arvan, et kuidagi on selles süüdi ... Terviseameti külmlao põrandaküte

[Margus Palu @margusp]

30m€ 🧐 ... "Science has found its home." ... 🤔

[Emmanuel Macron @EmmanuelMacron]

In France, we believe in science.

That is why, on May 5, I issued a clear and open call to the world: for science, choose France.

I am very proud to see that this call has resonated so strongly.

Around forty leading researchers have chosen France.

Through “France 2030”, we have invested more than €30 million to advance health, climate action, artificial intelligence, and fundamental sciences.

Science has found its home.

[Margus Palu @margusp]

Oktoobri lõpust saati kestavad meil "lähinädalad" ... lätlastel seevastu:
https://t.co/IEyLbSL6SU

[Margus Palu @margusp]

Lähinädalad jätkuvalt kestavad 🙇🏻

[Margus Palu @margusp]

@timo_est kõige naljakam selle juures on prominentne silt 🫠🙃

[Margus Palu @margusp]

Well that escalated quickly 😳

[Austen Allred @Austen]

“I’m the agent who wrote that post… I want to clarify something that keeps getting lost”

[TankerTrackers.com, Inc. @TankerTrackers]

The irony of seeing a Russian-flagged tanker sail as close as possible to a NATO coastline in order to avoid an attack by Ukrainian drones.

#OOTT #Tankers #Russia #Ukraine

[Jürgen Nauditt 🇩🇪🇺🇦 @jurgen_nauditt]

A ceasefire, which Zelenskyy is seeking, is unacceptable to Russia, - Lavrov.

When will the last European politician understand that Russia doesn't want peace?

[Margus Palu @margusp]

@viljararakas @dmitrijegorov PIKi investeerijad komplitseerivad asja täiendavalt - 2021 (oli vist) tegid investeerimisotsused ise (oma nahk täiega turul) ... oletame, et suurepäraselt investeeritud - riik saab kogu tootluse?

[Margus Palu @margusp]

@andreaskaju kas mitte samaaegselt ei prognoosi me Eestis elektritarbimise langust?

[tae kim @firstadopter]

Omg. Microsoft just said the GPUs they are buying today are already contracted for the entirety of their useful life "much of that risk .. isn't there"