boringg

8 ms·

121.
by boringg 5mo ago
energy speculation very obviously exists. Water and space not so much though at the margins I could see it.
122.
by boringg 5mo ago
How do we feel about cottages or summer homes for people who live in poor weather climates? Is that a luxury that should be universally condemned? I woulnd't think those qualify as speculative but more like lifestyle money pits from
123.
by boringg 5mo ago
What else will fund the AI boom but computationally expensive video AI?
124.
by boringg 5mo ago
No no, GeoCities requires hours of html tagging and knowledge not seconds!
125.
by boringg 5mo ago
We also recently (we think) discovered why acupuncture works. That form of medicine from 4000 years ago...
126.
by boringg 5mo ago
White peaches in California in stone fruit season are delicious. Pluots also pretty darn good. Freestone peaches in Niagara are the best on the continent bar none. Georgia has pretty good peaches probably on par or maybe a bit better tha
127.
by boringg 5mo ago
Fair - there are bets both ways though I wouldn't consider it to be a certainty. That revenue drive on this AI build out is going to be real and multifold.
128.
by boringg 5mo ago
This is a funny statement in that California has probably the best agricultural produce on the planet. If you were in say Texas or Georgia - you could be forgiven for your statement. Bay area produce is unparalleled - Tomatoes, peaches, fi
129.
by boringg 5mo ago
I mean you are destroying an entire forest that grows food, of course people are incensed, they are funding the destruction with money paid from taxes. Food is already bananas expensive. And it feels so terribly inefficient to just rip an
130.
by boringg 5mo ago
Tokens cheaper? I don't think that seems to be the case ... VC funded tokens were there to build user base and token price will go up as they eventually switch from growth to profitability.
131.
by boringg 5mo ago
Irrelevant comparison. Completely apples to oranges existence. Its almost as if is a different species if you take in education, culture, health, food, society, knowledge etc.
132.
by boringg 5mo ago
My point exactly.
133.
by boringg 5mo ago
Is there a bet available to determine if the weather forecasted was impacted by a hair dryer?
134.
by boringg 5mo ago
Ah-hem SVB?
135.
by boringg 5mo ago
Do you have to pay for the verified badge? How much more rev do they get?
136.
by boringg 5mo ago
Keep word doing A LOT of lifting “responsibly”
137.
by boringg 5mo ago
Private finance normally lined with some low cost public money, especially at this size. If it is straight up privately financed even more of a big bet.
138.
by boringg 5mo ago
BESS asset life isn't great so a longer paypack period runs up against product life. Without running the actual model (volume, frequence and price differential) its tough to tell how quick it happens though I am sure I could build tha
139.
by boringg 5mo ago
It can be both and I don't know how much I would trust the USG as the canary in the coal mine given their technical readiness typically seems low across most institutions in that they are probably more exposed because they haven't
140.
by boringg 5mo ago
Marketing stunts. The equivalent of holding a line outside a popular bar.
141.
by boringg 5mo ago
There is a healthy dose of VC skepticism here. HN is here for that.
142.
by boringg 5mo ago
Wow this is a massive arbitrage play. Big proponent of BESS but 5 GW of batteries to buy cheap wind and sell at a higher price is a wild bet. Must have a lot of grants and government money for this one to pencil out.
143.
by boringg 5mo ago
Other individual already nailed the response in this thread - so it's not worth repeating. They made the astute observation that the credit card was a grossly simplified example pointing that debt compounds even if the system is opaqu
144.
by boringg 5mo ago
Main challenge with pumped storage is its geographically limited, always a custom project, and large scale deployment.
145.
by boringg 5mo ago
Couldn't ask for better unintended outcomes from that Iran war than to fast track deployment of renewable and nuclear energy. Get europe off their anti-nuclear, pro gas stance. France gains a fair bit from this development. Russia lo
146.
by boringg 5mo ago
One upside -- is that SONGS being decommissioned gave the energy storage market the ability to level up in a big way back then. They filled part of the gap with some large MW procurements. Allowed BESS to be part of the collective energy
147.
by boringg 5mo ago
So close - big save indeed.
148.
by boringg 5mo ago
Amen - we need more sense coming from European politicians.
149.
by boringg 5mo ago
The difference between different generations is wildly different and regulations aren't structured to allow for upgrading. It becomes a cost and regulatory burden thing - might as well rebuild then upgrade, very little to do with safe
150.
by boringg 5mo ago
It is the epitome of hand wavy economic philosophy. If you think about the uber simplistic version of a credit card payment - now extrapolate to nation states where you have a myriad of debt types, debtors, swaps, much larger payments, lo

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