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X @The Economist
The Economist· 2025-11-28 08:00
Power can be made from osmosis. The new method might one day provide energy to coastal communities with an abundance of salty water. We explain how it works https://t.co/djYgDTxvtt ...
The 1% Shift to Extraordinary Leadership | Rashoo Sachdeva | TEDxGNA University
TEDx Talks· 2025-11-26 16:14
Take a moment. Think of the last time you felt intense pressure. You were just about to walk into the meeting room and something happened.Maybe a deadline, a decision, a crisis that made you doubt your own capability. Your mind started racing. Your heartbeat went shallow.In that moment, your energy, your clarity, your power slipped away. Still, you gathered yourself up and you entered into into the room trying to look as if everything's fine. But the truth is, even before you entered the room, your tensed v ...
X @Nick Szabo
Nick Szabo· 2025-11-25 07:11
RT Hunter Ash (@ArtemisConsort)If you want young Americans to prosper and start families, you will1. Love property taxes. Replace other taxes with property taxes wherever possible. Low property taxes favor the old. We do far too much of that, at the expense of our future.2. Love AI and other American industries. We are not the world leader in manufacturing. We are the world leader in innovation. Don’t kill our advantage by being a luddite.3. Restrict immigration. Housing supply is not keeping up with housin ...
X @Bloomberg
Bloomberg· 2025-11-24 08:42
AI Infrastructure & Energy - There's a real risk of economies being left behind in the global AI race due to lack of energy to power AI infrastructure [1] Company Focus - OdysseyEnergyS CEO highlights the issue of countries being excluded from the global AI race at Bloomberg New Economy forum [1]
X @Elon Musk
Elon Musk· 2025-11-23 07:26
The Sun is 99.8% of all mass in our solar system.Even if you somehow burned Jupiter and everything that is not the Sun in a fusion reactor, the Sun would still round up to 100% of all energy.The Sun is all that matters long-term.Brian Roemmele (@BrianRoemmele):Behold: the reality of our relativity in the solar system. https://t.co/PAzJYoygbO ...
X @Bloomberg
Bloomberg· 2025-11-21 17:29
RT Bloomberg New Economy (@BBGNewEconomy)"If you're energy poor in the world of AI, you're AI poor."Josephine Wapakabulo, Founder & Managing Director of TIG Africa on Africa not falling behind in the global AI race.⏯️https://t.co/ocFSIrdHn7 https://t.co/tTl95qIEXI ...
Investing in the AI Infrastructure Buildout
Bloomberg Technology· 2025-11-19 20:00
HOW DO YOU MAKE A RESPONSE TO THAT. HOW DO YOU REACT TO THAT. >> THANK YOU FOR HAVING ME ON YOUR SHOW.FROM OUR PERSPECTIVE, AS INFRASTRUCTURE INVESTORS, WE HAVE A PIECE APPROACH TO INVESTING IN INFRASTRUCTURE ASSETS AND A LONGER TERM TIME HORIZON, AND WE DO BELIEVE THAT A. I. INFRASTRUCTURE IS A SIGNIFICANT INVESTMENT OPPORTUNITY FOR US.NOW, HERE AT CARLYLE WE AREN’T DEVELOPING THESE ASSETS IN ISOLATION. WE HAVE TUNE A MUCH MORE COMPREHENSIVE VIEW, WHERE WE ARE LOOKING ACROSS THE VALUE CHAIN FOR A. I.INFRAS ...
X @The Economist
The Economist· 2025-11-18 19:25
This source of energy could become bigger than nuclear https://t.co/DhTqwN4wJD ...
Evercore ISI Lifts Dell Technologies Inc. (DELL) Price Target Following $5.8 Order Deal
Insider Monkey· 2025-11-15 04:50
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for energy as AI technologies expand [4][5] Market Position - The company is noted for its unique position in the market, being debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth engines in the AI sector [9][10] Strategic Advantages - The company is involved in large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, which is crucial for America's future power strategy [7][8] - The current political climate, particularly Trump's tariffs, is expected to drive onshoring and increase demand for U.S. LNG exports, positioning this company favorably in the market [5][14] Future Outlook - The influx of talent into the AI sector is expected to lead to rapid advancements and innovative ideas, reinforcing the notion that investing in AI is a way to back the future [12] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act now [15][19]
Trump Says Inflation Is 'at a Perfect Number'
Youtube· 2025-11-07 19:00
Inflation Overview - The Biden administration experienced the highest inflation in 48 years, with claims that it was the worst inflation ever recorded [1] - Current inflation rates have decreased significantly to around 2%, with projections of potentially reaching 1% [1][2] Energy Costs - Gasoline prices under the Biden administration peaked at approximately $4.50, with current prices expected to drop to around $2 per gallon [2][3] - Lower energy costs, particularly in gasoline, are anticipated to lead to reduced overall costs in other sectors [3]