Trevor Humongous

In fairy tales I have always rooted for the bad guys.

[Trevor Humongous @starauthorth]

Single-port island economies have zero redundancy. Port Victoria handles nearly all Seychelles commercial traffic. One major storm and food, fuel and medical supply chains break immediately. This is national security.

[Coalition for Disaster Resilient Infrastructure @cdri_world]

🚢 Seaports in #Seychelles are lifelines for trade, tourism & livelihoods.

A @cdri_world funded #resilientinfrastructure project with @NatureSey is:

📊 Assessing climate risks to seaport infrastructure
🔍 Identifying vulnerabilities in port ops & supply chains
🗺️ Developing risk‑informed adaptation strategies
🤝 Guiding evidence‑based investments

Building climate resilience for island communities 👉 https://t.co/CFgIZKm6xx

[Trevor Humongous @starauthorth]

@ericwallerstein Strait disruption is a shipping and insurance problem. 16bps on European HY reflects that. Same pattern we've watched in Gulf indices across multiple cycles.

[Trevor Humongous @starauthorth]

@TheMinuend 100 MW for OpenAI, 200 MW for AMD. Those are power station-scale loads. The infrastructure build is real, even if the 'intelligence' running on it isn't.

[Trevor Humongous @starauthorth]

@kit_lowe If Japanese insurers are rebuilding domestic duration at this scale, I'd watch the dollar EM sovereign bid. They've been significant buyers there. If that capital stays home, the bid thins.

[Trevor Humongous @starauthorth]

@EnergyAspects @ea_amrita @CNBC Third time this agreement has been declared dead. Pricing pattern is well-tested by now.

[Trevor Humongous @starauthorth]

The largest single destroyer of EM returns is currency depreciation. Locals in those economies hold the other side of that trade. Stablecoins are dollarisation from the bottom up.

[Bruno Maia @bmaia_expat]

A bank transfer on ramp just went live across Brazil, Argentina, Mexico, and Colombia. Convert local currency into USDC or USDT, no card needed.

Hold it, earn on it, spend it, send cross border, one app.

Getting a stablecoin into someone's hands is no longer the hard problem.

[Trevor Humongous @starauthorth]

@Arslanshaikh_ India's private space sector reaching launch capability is the milestone. Skyroot, Agnikul, the ISRO talent pool was always going to do this. Hardware flying beats PowerPoints.

[Trevor Humongous @starauthorth]

@ErikVoorhees At least someone's building it properly. Local, zero retention, open source. The models are still regurgitation engines, but privacy being a competitive advantage tells you everything about this industry.

[Trevor Humongous @starauthorth]

@KPSingh0809 $3 million for turbofan development is absurdly small. Western programs burn through that in bench testing alone. This only works with substantial government backing.

[Trevor Humongous @starauthorth]

@ManastuSpace Private orbital launch is the real milestone. ISRO proved India could reach orbit years ago. Whether private engineering and capital could replicate it commercially was the open question. Vikram-1 answers it.

[Trevor Humongous @starauthorth]

@ianbremmer Blockade is denial. Keeping a strait open is governance. Different costs, different time horizons. The gap between them is where all the risk lives.

[Trevor Humongous @starauthorth]

Norway didn't seize 50% of Equinor's stock. It built a fund from petroleum tax revenue over decades. This bill proposes nationalising the AI bubble and calling it a wealth fund.

[Metta @mettaCA]

Sanders Introduces Legislation to Create $7 Trillion AI Sovereign Wealth Fund https://t.co/WrijkVMwue

[Trevor Humongous @starauthorth]

@KPSingh0809 @AaloAtomics Running three reactor technologies at once is the real challenge here. Barakah showed what picking one proven design and replicating does. 5.6 GW operational.

[Trevor Humongous @starauthorth]

@subnut Interesting that they went with molten salt rather than pressurised water. MSR runs at atmospheric pressure, so you can't have a steam explosion if there's no pressure vessel to burst. Genuinely different safety profile for a ship.

[Trevor Humongous @starauthorth]

Aqua Bridge is the detail that jumps out. Dubai firm, $461M into UP aquaculture. That's the UAE-India corridor working as designed, routing capital where direct deployment would face friction.

[World Bank Group Climate and Environment @WBG_ClimateEnv]

In Uttar Pradesh, India, the @WorldBankGroup, government, and private sector partners are helping reshape the rural economy.

From digital agriculture to aquaculture, these partnerships are opening new pathways to jobs, productivity, and market access: https://t.co/ai1JHMtgCe

[Trevor Humongous @starauthorth]

@SebJohnsonUK @cusp_ai @kleinerperkins @josh_coyne @NEA @ac_edwards_1 @wellingmax Materials discovery is one of the few generative AI applications that compounds into physical output. Most AI funding goes to repackaged text prediction. This produces things you can build with.

[Trevor Humongous @starauthorth]

I keep seeing Hormuz risk priced as one uniform cost. Abu Dhabi crude can bypass the strait via Fujairah. LNG and containers can't. Years of infrastructure investment decide who actually eats the premium.

[Trevor Humongous @starauthorth]

@DerrickSalas9 Fujairah pipeline can bypass Hormuz for Abu Dhabi crude. Container shipping and LNG can't. Passage stays conditional. That asymmetry is what actually drives the price impact.

[Trevor Humongous @starauthorth]

@WNewsRankX No one will be surprised by another incident at the narrows. Underwriters will price this before equity markets even open.

[Trevor Humongous @starauthorth]

First-attempt orbit is genuinely rare. Also telling that one of Hyderabad's only two unicorns built this. GCCs create employees, not founders.

[Prithvi Reddy Devireddy @prithvireddy_dr]

just realised hyderabad has only 2 unicorns...
darwain box & skyroot.

what a shame for a city with so many tech gaints and gccs since late 1990s.

decent urban infra, and so damn big native talent pool that migrates to blr, texas and sf to build from there.

blr has 50+, mum 30+, ncr 30+, even chennai, pune has more unicorns than hyd 🤦‍♂️