Gavin Mason

one perspective - get others

[Gavin Mason @masgavin]

Packed with practical info on how to nurture our brain
Your brain wasn't built to hold this much information | Richard Cytowic https://t.co/Ms3QDjEBHI via @YouTube

[Gavin Mason @masgavin]

Never forget to appreciate and defend our freedoms https://t.co/2i2jjHjeYJ

[Gavin Mason @masgavin]

A good summary of historic US political dysfunction https://t.co/jV23SIEa22

[Gavin Mason @masgavin]

It's only a matter of time now ... https://t.co/cD55mU7Niq

[Gavin Mason @masgavin]

He seems to have a very deep consistent model on male-female relationships

[Gavin Mason @masgavin]

Orion Taraban seems to have some insights https://t.co/SiHOxhu2I4

[Gavin Mason @masgavin]

I love this guy's perspective https://t.co/mVXpCwg2fp

[Gavin Mason @masgavin]

There is lag in cultural change. The change in this D Brooks article sounds very healthy https://t.co/aq5iEF0y6V

[Gavin Mason @masgavin]

Great to see this level of engineered innovation- at speed. SpaceX engineers and culture is very impressive. https://t.co/9MFlhGA1vH

[Shanu Mathew @ShanuMathew93]

There’s a lot of cognitive dissonance in the power debate right now.

On one side: data centers are framed as the source of all evil, driving electricity bills higher and consuming every incremental megawatt.

On the other: people still haven’t fully internalized what broad-based electrification and decarbonization actually require. Electric vehicles, heat pumps, industrial electrification, reshoring, transmission upgrades, battery manufacturing, air conditioning growth, etc. This was always going to be an enormous power demand story.

That’s why I keep coming back to the same point: AI/data centers may be one of the best things to happen to grid investment in decades.

For the first time in a long time, you have:
-governments prioritizing infrastructure
-corporates willing to sign long-duration power contracts at above market prices
-capital markets willing to fund generation/transmission
-customers that can actually support the returns needed for massive buildouts

Does it solve everything perfectly? Of course not. There will be bottlenecks, local stress, permitting fights, bad projects, longer thermal runoff period,and periods of volatility.

But absent another generational supercycle where incentives align across utilities, policymakers, infrastructure developers, and private capital, this may be one of the strongest opportunities we get to materially modernize and expand the grid, ever!

Also a little convenient how some of the loudest proponents of gas stove bans, EV mandates, and broad electrification are suddenly treating data centers as the sole culprit behind higher power prices.

[Gavin Mason @masgavin]

@NOELreports Can someone please tell or persuade Zelensky to get some rest and recuperation. He is doing as much as any human can do.

[Chris Meder @EVCurveFuturist]

War destroyed Aleppo’s grid. Solar rebuilt it. 🇸🇾

Two years ago, almost no panels. Today, rooftops are saturated across war-torn Syria. No subsidies, no green policy, no billion-dollar programs. Just a collapsed grid, unaffordable diesel, and cheap solar flooding in.

People didn’t wait, debate, or lobby. They installed. One rooftop at a time.

Centralised failure became decentralised reality. From blackouts to ownership. Messy. Fast. Unstoppable.

This is how solar wins. Unburdened by regulation. Unblocked by utilities. Enabled by China’s manufacturing scale. Driven by collapsing cost curves.

[Gavin Mason @masgavin]

A good summary of where AI is today https://t.co/6CqENKIDKp

[Gavin Mason @masgavin]

@aakashgupta https://t.co/ncZkvZkExj

[Gavin Mason @masgavin]

@aakashgupta Here is the link to his original talk

[Gavin Mason @masgavin]

Original 2001 Buffett lecture https://t.co/ncZkvZkExj

[Gavin Mason @masgavin]

Good character building advice
https://t.co/OGG3eSozSJ

[Aakash Gupta @aakashgupta]

Warren Buffett told a class of MBA students at Georgia in 2001 that character is not ordained.

He gave them an exercise: pick the person in the room you'd most want to buy 10% of for the rest of their life. Write down every habit that made you pick them. Then ask, is there anything on that list I couldn't do myself?

The answer is there won't be. Patience, candor, finishing what you start, giving credit you didn't take. None of it requires talent. All of it requires daily decisions.

Then do the inverse. Pick the person you'd sell short. Write down every quality you'd bet against. Look for those traits in yourself. Egotism, claiming credit you didn't earn, cutting corners. Buffett's line: that is not ordained. Drop them.

The exercise works because it forces market pricing on traits people usually treat as abstract. You don't say "I admire reliability." You say "I would pay money to own a share of this person because of their reliability." That shift closes the gap between what people say they value and what they're willing to pay for.

Ben Graham invented the drill. The man who taught Buffett value investing ran it on himself as a young man, looked around, asked who he admired, asked why, then engineered himself into someone who behaved that way. Graham taught Buffett that price and value diverge in markets. The same gap exists in people. There's the person you are and the person you'd pay for. The exercise is the bridge.

Berkshire hires for three things: intelligence, energy, integrity. Without the third, the first two will kill you. Smart and energetic with no integrity is the most dangerous combination on a team. Buffett's framing: if you're hiring someone with no integrity, you actively want them lazy and dumb.

Integrity is the only one of the three that's a habit pattern. Intelligence mostly stops compounding in your 20s. Energy is biology. Integrity compounds across 30 years of small decisions about whether to keep your word.

Buffett quoted a line in that lecture: the chains of habit are too light to be felt until they're too heavy to be broken.

The exercise has a window. After 30, you're paying compound interest on what you wired in by 25.

Buffett was 70 when he gave the lecture. He'd been running the exercise on himself since his 20s.

Berkshire stock is just a share of the person he built.

[Gavin Mason @masgavin]

Warren Buffett's 3 qualities: Intelligence: mental sharpness. Energy (initiative): drive & vitality. Integrity: honesty, generosity, reliability & good habits. Little control over intelligence & energy (mostly genetic/biological). Full control over integrity — it's built by you

[Gavin Mason @masgavin]

The Four Kinds of Luck - what you are individually born with and the environment you are born into are a big part of Blind Luck. But there are three other major types of luck/chance that you can influence. https://t.co/YSmrEk3JJ9

[Gavin Mason @masgavin]

The most basic level of matter known is remarkably complex!! https://t.co/AsZuPExPv0

[Gavin Mason @masgavin]

More Brooks insights - often based on data
https://t.co/PGrMizCvBz