Nate O

[Nate O @onoconnor]

@IfindRetards @grok is this true?

[Nate O @onoconnor]

@BigLankyD Do you count audio books?

[Nate O @onoconnor]

@BigLankyD Make it a national day of mourning for Pnut

[Nate O @onoconnor]

@jkallman85 THE CHOPSTICKS 🤯

[The All-In Podcast @theallinpod]

America Needs Nuclear Energy to Compete with China

on e189, @friedberg did a deep dive on the current and future state of energy in the us and china:

total capacity:
-- today, china has ~3x electricity production capacity (~3 terawatts 🇨🇳 vs ~1 tw 🇺🇸)
-- by 2050, 🇨🇳 anticipates to nearly triple capacity to 8.7 tws vs ~2 in 🇺🇸

cost:
-- today, 🇨🇳 is ~3x more efficient vs 🇺🇸
-- 7-9 cents/kwh in 🇨🇳 vs 17-25 cents/kwh in 🇺🇸
-- by 2050, 🇨🇳 expects to decrease cost to ~6 cents/kwh

innovation:
-- 🇨🇳 just demonstrated its new pebble-bed reactor can pass a “meltdown” test
-- 🇨🇳 has 26 reactors in construction with plans to add ~300

@friedberg's take:

"China has more electricity production, it's cheaper to make electricity, and it's cheaper to build new capacity."

"And they're building at an accelerated rate."

"This is why investing in and deregulating nuclear reactor technology in the United States, to enable a competitive playing field with the US and China in the decades ahead, is so critical..."

if things stay the same,

🇨🇳 china will be driven by low cost, highly abundant power.

🇺🇸 america will not.

[Holden Culotta @Holden_Culotta]

RFK Jr. on CNN: Trump and Biden are only different on culture war issues

“They’re both being financed by BlackRock, State Street, Vanguard, the military contractors, the pharmaceutical industry.”

“You’ve never heard President Trump talk about chronic disease, you’ve never heard President Biden talk about it.”

“Who ran up the debt? President Trump and President Biden.”

“They’re very different in their temperament, their ideology, and their rhetoric.

But the issues where they actually depart is a very narrow band of issues, and it’s the culture war issues.

They’re important issues, but they’re not existential. Neither of them has the capacity to address those, the biggest one being the debt.

We now have $34 trillion in debt. The service on that debt is more than our military spending.

Within five years, $0.50 of every dollar collected in taxes are going to go to servicing the debt.

Who ran up that debt? President Trump and President Biden, just four years each, ran up more spending than all previous Presidents going back to George Washington combined.

The chronic disease epidemic. When my uncle was President, 6% of Americans had chronic disease. Today, 60% do.

It’s the biggest issue we have, $4.3 trillion [a year] that we’re spending on that.

AI. Neither of them has the capacity to deal with these.

All of those issues are created by a system of corporate capture, this corrupt merger between state and corporate power that has absolutely subverted and undermined our democracy.

Neither President Trump nor President Biden has the capacity to address it, because they’re part of that system.

If you vote for President Trump or President Biden—they both had their chance—you’re gonna get more of the same.

If somebody actually wants change, wants to actually alter those issues, they’re gonna vote for me.”

[Nate O @onoconnor]

@greg16676935420 That can’t be true, you’ve been posting for years

[Chamath Palihapitiya @chamath]

We’ve been duped for decades about food:

Turns out sugar isn’t benign. It’s the real poison. Fats aren’t actually bad. They are essential. Carbs aren’t terrible. They are necessary.

We’ve been lied to about plastics. Vaccines. GMOs. The list goes on.

What is the consequence? Could it be seen in our health? Who knows…

[Tim Urban @waitbutwhy]

My 23 favorite insights from 2023:
https://t.co/oGLnRbtIap

[Nate O @onoconnor]

@BigLankyD AND THERES TWO OF EM

[Mark Nelson @energybants]

Poland is starting to build a fleet of large reactors TODAY, immediately after signing contracts.

They have this one great chance to bury Germany economically.

Germany's economy was based on large and middle-sized industrial companies running on cheap energy.

Where did that energy come from?

It came from three places: brown coal under German soil; insecure Russian pipeline natural gas; and its outstanding nuclear reactors, the world's most prolific.

Germany urged Europe to tax its own brown coal so severely that it multiplies the cost by more than four times.

So its own coal isn't cheap any more.

Russia always meant its gas to be a weapon of control. They simply turned off the flow at a time of their choosing in order to assist with launching a war. Only after the flow was stopped did the Nord Stream pipelines get blown up, locking the loss into place.

Now Germany has to buy liquefied gas from ships, including from Russia. It's much more expensive than the Russian pipeline gas used to be.

So the cheap gas is gone.

That left only nuclear for cheap energy. Germany just months ago in late 2021 had enough ultra-cheap clean nuclear electricity to power a third of its industrial sector at extremely competitive rates. Those plants would last for 50 more years at least.

But Germany shut down nuclear anyway.

Now there is nowhere for German companies to turn to get cheap industrial (read: steady, long-term contract) electricity.

German factories can't buy cheap power just from wind and solar because those energy sources can't guarantee they'll be available. And once you stabilize their power not with cheap nuclear but with expensive coal and gas, it's not cheap enough to be competitive.

Meanwhile Poland opened a new natural gas pipeline from Norway and is launching their nuclear program construction today.

This means if you're a German industrial manager looking to locate the next multi-billion investment that must purchase power for the next few decades, you can't justify placing it in Germany. But you might justify placing it in Poland to coincide with the arrival of its nuclear power.

And if you're a German small business owner, you can't get the cheap electricity that your French competitors get from their giant nuclear fleet. Might as well move over the river to France if possible, or close down if not.

Germany can still turn its nuclear fleet back on within a few years but may destroy it instead at the behest of a tiny number of ideology-poisoned politicians.

I predict that this colossal energy system shift will reverberate through the rest of this century.

[Nate O @onoconnor]

@BigLankyD I was assuming a daughter the whole time to make the thought experiment more impactful. So, answer remains unchanged.

[Nate O @onoconnor]

@BigLankyD The character aspect is interesting, it presupposes that any kind of adversity will promote it. I would say that it is equally as likely that someone could succumb to it, making them weaker and unable to overcome. The net risk is too great to warrant unattractiveness.

[Nate O @onoconnor]

@SMB_Attorney @KTBrancho, got it bucko?

[Nate O @onoconnor]

@realest49919420 @KTBrancho will also be crushing it

[Nate O @onoconnor]

@stats_feed ATL and Miami will be rising in the years to come. Wait and see.

[Nate O @onoconnor]

@BigLankyD What happened?? #ShadowTheHedgehog

[Nate O @onoconnor]

@BigLankyD Do you count books on Audible?