EVs aren't just cars – they are the new energy system
From my conversation with @g__j
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Azeem Azhar
2,765 posts
Azeem Azhar
@azeem
- Replying to @hendryckscompletely disagree with this. they feel vastly more capable. much more accurate in analysis and capable of problem solving, providing first draft analysis and beyond. run a gpt4 class model locally and compare it to 3.7T or 2.5P. worlds apart.
- Replying to @pmarcathe besssembinder paper is great. even more so when you see which companies made money. heavily all clustered around the GPT of the time eg electricity or Internal combustion engine. Or breakthrough IP. Will share my analysis with you.
- "We're in for some pretty big shocks..." – @tylercowen joins me to discuss AI growth, job displacement, spirituality and human identity. This is a 20-year outlook. Enjoy
00:00 - GitHub CEO Thomas Dohmke (@ashtom) confirmed in conversation with me what many suspected but few wanted to say out loud: we've already crossed the threshold where AI generates code faster than humans can meaningfully review it. The era of human oversight in software development
00:00 - Replying to @EMostaque and @OpenAIactually we probably passed humans in summer. that is only openAi’s api rate not chatgpt and all the others companies APIs and on prem and China.
- 🧵🫧 1/ Is AI a boom or a bubble? I built a five-gauge dashboard to separate vibes from fundamentals. The full essay is free to read today.
- Batteries now provide over a quarter of Californians’ electricity demand during evening peaks.Batteries and solar are fast becoming the backbone of a clean, flexible power system🔋☀️ In our #GER2025, we saw California batteries supplied ~20% of evening peak demand in June 2024, displacing gas. Fast forward to today: they’re now averaging 28%⚡ ember-energy.org/latest-insight…
- Humanoid robots built with Chinese components cost just $46k vs $131k for non-Chinese supply chains. Looking at Tesla Optimus-style humanoid robots cost structure → Actuators represent nearly half the cost ($22k China vs $58k non-China) → Dexterous hands follow as the second
- Substack exceeds traffic of storied newsrooms. Here's to the paradigm shift – and the writers who made it happen. Well done @hamishmckenzie @chrisbest
- @nfergus joins me to decode Trump, China and the dilemma that could shape the global order
00:00 - Considering that one product alone - ChatGPT - has sales of $10bn annually before it is three years old suggests that the claim “a product no one will pay for” is fallacious. JP Morgan says they spent $2bn on AI — have a positive return on it - and plan to spend more. and onThe biggest capital outlay ever, for a product that no one will pay for. OpenAI loses ten billion dollars a quarter. There is no path to profitability for subprime AI. These absurd data centers will stand sentinel over the ruins of our fake economy like moai on Easter Island.
- Replying to @tunguzthis happened in the early days of physicists on wall street although it was was 2 orders of magnitude lower.
