Maxago

I'm wrong but hope to become a bit less so.

[Maxago @maximeago]

🙃

[Maxago @maximeago]

@nicolasfulghum Starting to look like the bigger your ICE industry, the slower your adoption. Irrespective of country wealth.

[Maxago @maximeago]

@sc_cath Question qui me taraude, l'ASPA *devrait*-il venir du budget de l'Etat ? Si oui, le raisonnement d'équilibre pension/cotisation ne devrait-il pas uniquement porter sur la part des pensions au-delà du montant de l'ASPA ?

[Maxago @maximeago]

@CGollier Vous êtes même sans doute très généreux de considérer que les travaux d'aujourd'hui portent encore leurs fruits dans plus de 20/30 ans (en CO2 évité comme en gain financier).

[Maxago @maximeago]

@sc_cath Exemple presque pur de la Théorie des perspectives ?

[Maxago @maximeago]

@rioujeanpierre @Emericdevigan De la subventionner, non (hors autres raisons). Mais de la construire si sans subvention elle apporte de la valeur sur les heures de prix élevé au delà de la cannibalisation dont vous parlez et ensuite de l'utiliser efficacement (donc de façon fatale), oui.

[Maxago @maximeago]

@CGollier Intéressant ! Pour l'intermittent, on aurait aimé avoir un facteur multiplicatif avec le capture price. Sur le solaire, cela fait quelques années que l'€/MWh ne veut plus rien dire.

[Maxago @maximeago]

@NatBullard @Waymo @californiapuc now more than 800k/month across SF, LA and Phoenix!
https://t.co/lDENxilQrJ

[Sundar Pichai @sundarpichai]

Exciting new @Waymo milestone: Waymo One is now serving 200k+ paid trips each week across LA, Phoenix and SF - that’s 20x growth in less than two years! Up next: Austin, Atlanta and Miami.

[Maxago @maximeago]

As always, @NatBullard 's annual deck on decarbonization is a trove of insights. Maybe missing one slide on the fertility crisis. The impact could be much bigger than Ozempic.

https://t.co/LZsjLcbXDE

[Nat Bullard @NatBullard]

My annual decarbonization presentation is here.

200 slides, covering everything from water levels in Lake Gatún to sulfur dioxide emissions to ESG fund flows to Chinese auto exports to artificial intelligence.

Link in reply

[Nat Bullard @NatBullard]

My annual decarbonization presentation is here.

200 slides, covering everything from water levels in Lake Gatún to sulfur dioxide emissions to ESG fund flows to Chinese auto exports to artificial intelligence.

Link in reply

[Maxago @maximeago]

@BrianTycangco For comparison, R1 is 71.5 on GPQA Diamond, way above V3's 59.1. But it may turn out that this model is a good base for reinforcing reasoning following Deepseek's playbook. Let's see if Alibaba releases a reasoning version in the coming weeks.

[Maxago @maximeago]

@laurimyllyvirta I don't think this is the consensus even post-Deepseek (see Jevons paradox). It's hard to tell where it's going for AI. But for sure, using AI for things that were too costly yesterday becomes an option overnight, which could drive usage growth well beyond efficiency gains.

[Maxago @maximeago]

@joshdr83 And to celebrate that, today ERCOT also broke both the highest renewables record and solar output record (in January!) https://t.co/NSttm7S17R

[Maxago @maximeago]

@NatBullard 's annual decarbonization deck is just days away. Can't wait to read what slide 78 brings us.

[Maxago @maximeago]

@Emericdevigan Interdisons le lissage des graphes qui détruit de l'information ! Mais sinon, avez-vous une idée de quand on basculera sur un régime intéressant ? c'est passé positif cette semaine mais 41MW c'est un peu tristounet.

[Maxago @maximeago]

@MISO_energy @grid_status And here comes @pjminterconnect breaking July 1st's past record on Jan 15! https://t.co/842CZXbIwe

[Maxago @maximeago]

It's only Jan 14 and solar records season has begun in the US! @MISO_energy opening the ball. https://t.co/d4WIQhQI4D

[Maxago @maximeago]

@MISO_energy @grid_status thanks for the records board, it's one of my daily fixtures

[Maxago @maximeago]

@pretentiouswhat I thought that we were a long way from making those technologies profitable even with free electricity* 100%* of the time. What other driver do you see? high CO2 costs? high oil prices? 10x drop in cost of other parts of the chain? https://t.co/CShtWjtzsy

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

@maximeago @SamHamels Here you go: electrolyser price and hours of curtailment. So, if you had FREE electrolysers and FREE electricity at times of curtailment, you would only reduce hydrogen cost by 22% - leaving it still hilariously uncompetitive with fossil gas plus carbon credit, or heat pump.