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kumarski
searching PlanetScale…
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5 ms
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31.
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The Role of Social Media in Cartel Recruitment
(csis.org)
4 points
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kumarski
1y ago
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0 comments
32.
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Mysterious Case $15B Startup and Its Anonymous Multi-Billion Dollar Investor
(forbes.com)
5 points
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kumarski
1y ago
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0 comments
33.
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kumarski
1y ago
Don't have time to reply to everyone. Clearly triggered a lot of programmers here, so I'll try to go point by point. Electric motors are ~3× more efficient, but the crushing 18:1 energy density disadvantage (170-180 Wh/kg usa
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kumarski
1y ago
Full lifecycle comparison included both systems https://www.journals.elsevier.com/journal-of-transport-econo...
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kumarski
1y ago
System-level efficiency negates motor advantage https://www.sae.org/publications/technical-papers/content/20...
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kumarski
1y ago
Hydrogen buses limp at an EROI of 0.5 to 1.5. Losses via Gibbs free energy (237 kJ/mol to split H2O) and compression (20% of H2’s 120 MJ/kg.) Barely cash in on the H2-O2 reaction (ΔH = -285.8 kJ/mol). Battery buses, powered b
37.
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kumarski
1y ago
I directly compared them in visualization 6 ($75-110/kWh conventional vs. $245-380/kWh lithium, all externalities included). Electric ekranoplans would be badass, and sealed motors solve one problem, but battery chemistry is the r
38.
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kumarski
1y ago
<2.5% of US vehicles are electric. I bought $AMR, $FCG, $UAN, and $POWL. I bought $TSLA and sold almost at the top as well, but for different reasons than fundamentals. (Greenback boomerang CCP dollars etc...) Chemistry doesn't lie
39.
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kumarski
1y ago
Factor in complete system requirements—cooling, casings, and safety systems—that 270 Wh/kg battery delivers only 170-180 Wh/kg of usable energy. Jet fuel still maintains an 18-19× energy density advantage (3.2 kWh/kg vs. 0.17
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kumarski
1y ago
former engineer, but w/e.
41.
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kumarski
1y ago
HSR infrastructure costs $50-80 million per kilometer in developed countries. :(
42.
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kumarski
1y ago
At 10-15% conversion efficiency, you're burning 85-90% of your energy just making the damn fuel, requiring 6-7× more renewable infrastructure than direct electrification. Current production costs are $15-25/gallon (not the fairy t
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kumarski
1y ago
Density is a must have in our civilizations....
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kumarski
1y ago
fair point, but most people don't open up chemistry books.
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kumarski
1y ago
impractical, the number of ships to install these things is already constrained, not to mention the dispatch, repair, and transmission costs.
46.
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kumarski
1y ago
The energy required to extract, process and manufacture lithium batteries (70% of total lifecycle energy occurs before the vehicle moves) Grid transmission losses (5-8% average, up to 15% in extreme conditions) Battery charging/dischar
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kumarski
1y ago
Sulfur Hexafluoride and Nitrogen Trifluoride proliferate under a CO2 minimization regime. Nobody is arguing with Arrhenius proofs. Nitrogen trifluoride (NF3) is a potent greenhouse gas with a global warming potential (GWP) of 17,200 over a
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kumarski
1y ago
Yes.
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kumarski
1y ago
Fair point, check the post again, I've posted on twitter about the benchmark for productively profitable venture and PE dollars. It's our taxpayer dollars at work. As a public market pegged to the same grid constraints, I prefer $
50.
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Electric Propulsion's Dirty Secret: Why Lithium Can't Fly (Or Float) Profitably
(kumarletter.com)
64 points
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kumarski
1y ago
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202 comments
51.
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License to Kill
(calmatters.org)
7 points
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kumarski
1y ago
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1 comments
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kumarski
2y ago
https://www.slideshare.net/slideshow/the-hydrogen-myth-prese...
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kumarski
2y ago
A new synthesis pathway.... Once in a blue moon or every decade....these folks wrangle differently...finding the bleeding edge that everyone overlooks.
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Stereoretentive Cross-Coupling [pdf]
(chemrxiv.org)
2 points
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kumarski
2y ago
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1 comments
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Timing and Periodicity of Influenza Epidemics
(pmc.ncbi.nlm.nih.gov)
2 points
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kumarski
2y ago
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0 comments
56.
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Chat GPT in Seconds Shreds Years of Minnesota State Pension Fee Disclosures
(pensionwarriorsdwardsiedle.substack.com)
2 points
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kumarski
2y ago
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0 comments
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Repairing California Without Fixing the Ballot Process Is Impossible
(kumarletter.com)
2 points
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kumarski
2y ago
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0 comments
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India's Internet Capacity to Increase 4x by 2025 with These Three Cable Projects
(swarajyamag.com)
1 points
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kumarski
2y ago
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0 comments
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Fiber optics to keep elephants and trains safe across Indian Railways East Coast
(news.railbusinessdaily.com)
19 points
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kumarski
2y ago
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0 comments
60.
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kumarski
2y ago
I think it's irrelevant if the cost of solar panels goes to zero, the reality is that the farm to fork cost/kwh is still quite high because dispatch and transmission are never cheap. Furthermore, for every 1 pound of polysilicon p
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