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You can’t get banned just for downvoting. Nobody can see someone else’s voting history. You buried the lead, you were banned for your comments not for your voting activity.


How many years before this happens in parts of the United States?


Up to the locals in the US. Depends what their pain threshold is for falling behind and looking a bit behind the times. I think FOMO is going to be a big driver in a few years. This is not a left vs right topic. It's a money topic. And my impression of the US is that they love getting stuff on the cheap. Solar energy should be such a thing and it's getting painfully obvious that the US is paying a steep price where the rest of the world isn't. If I'm reading the situation correct, that is already annoying the hell out of a lot of traditionally republican leading states and not because they are tree-huggers.

The right question to ask is whether places like Mexico are going to politely wait for the US to get its act together or whether they'll just go ahead and start electrifying their country and industry and reducing their cost levels. The current isolationist policy works both ways. Very sunny place, Mexico. Great place for solar and batteries. And once you have those, Chines EVs produced locally might work very well. And they can export those further south.


Mexico could start producing synfuels with abundant solar energy and exporting them to the US, but that is far from the course plotted by President Sheinbaum, even though (or perhaps because) her doctorate is in the use of energy. Instead she's doubling down on oil drilling.


It's going to be more expensive than the fuel the US digs up for quite some time. Synthetic fuels don't really make economic sense without the massive subsidies the US uses to keep e.g. it's agriculture going. There is a lot of discussion around aviation fuels currently. Targets for SAF boil down to mixing in a small percentage of bio fuels with regular fuel. This smooths out the 10x or so price difference of SAF to regular fuel a bit. But it also means it's not all that effective as a way to reduce emissions because only a tiny percentage of the fuel is "clean". And of course producing SAF isn't all that clean either. For example, agriculture is carbon intensive.

The US importing synthetic fuels is not going to be a huge market for economic reasons. There's no logical reason for tax payers to pay Mexicans to make really expensive fuel for them. Just so they can pretend battery electric doesn't work north of the border.

Synthetic fuel at scale is just really expensive. And battery electric is going to take a sledge hammer to any misguided plans around that topic. It's going to get progressively more awkward to build a case for that. All those things where people still hang on to the believe that "surely batteries will never work here" are going to melt away over time. Batteries are going to get a lot cheaper and better over the next decades. And they are pretty good already.


Yeah, biofuels are laughable, but fully synthetic fuel is a plausible contender, if cheap solar energy lets us make cheap fully synthetic fuel.

Your mention of aviation fuel is relevant. That's a context where batteries are not pretty good already, although they are viable for short hops; in aviation, as in shipping, heavier batteries create more energy consumption, so a carrier with a higher specific energy per kilogram is very valuable. Conventional jet fuel is 43MJ/kg (https://en.wikipedia.org/wiki/Energy_density#Chemical_reacti...) while lithium-ion batteries are up to about 0.8MJ/kg (https://en.wikipedia.org/wiki/Energy_density#Electrochemical...).

Very crudely, an airplane whose weight is mostly jet fuel can fly about 50 times as far as a rechargeable-battery-powered airplane if both are going the same speed. Rechargeable batteries are 50 times worse than jet fuel. And they're improving slowly; the last time that difference halved was with the invention of lithium-ion battery, which went mainstream about 30 years ago. The previous major improvement was the lead-acid battery 120 years earlier.

However, promising alternative synthetic fuels other than paraffin include aluminum, magnesium, and zinc, which can be burned in aluminum-air batteries, magnesium-air batteries, and zinc-air batteries, respectively. Aluminum and magnesium are 31.0 and 24.7MJ/kg, respectively, but burning them in metal-air batteries instead of in heat engines allows you to extract about twice as much useful energy from the reaction, so they are in practice higher in energy density than current jet fuel.

Current aluminum prices are US$2828/tonne (https://www.lme.com/Metals/Non-ferrous/LME-Aluminium#Overvie...) which works out to 9.1¢/MJ. A barrel of oil is 6 gigajoules (https://en.wikipedia.org/wiki/Barrel_of_oil_equivalent) and US$58.78 (https://www.cmegroup.com/markets/energy/crude-oil/light-swee...) which is about 0.98¢/MJ. So the price of aluminum would have to drop by about a factor of 5 to make this appealing. It's plausible that this will happen, but not before 02040.

Magnesium is 17050RMB/tonne (https://tradingeconomics.com/commodity/magnesium), which is US$2410/tonne, working out to 9.8¢/MJ.


In California, grid-tied rooftop solar was putting energy prices into the negative so often that they reconfigured the NEM to discourage export back to the grid and encourage battery storage.


It seems to have worked, too.[1]

Batteries are the invisible change in the power business. They don't take up much land area. They're not visible to the public. Just being able to charge batteries during low power cost periods changes the whole economics of the industry.

Whether battery banks should be allowed to sell back to the grid is a tough question. Texas says no.[2] It's potentially "dispatchable" power, but only until the battery runs down.

[1] https://www.latimes.com/environment/story/2025-10-17/califor...

[2] https://www.ercot.com/mktrules/keypriorities/bes/ktc8


And it's messing with our utilities in BC because we were buying the daytime oversupply in California and selling the hydro generated power back at night. They've had to adjust plans as battery storage comes online.



Already does in some cases but the utility companies have fought back and they can buy laws and regulations to slow down the process and protect profits.


First impression: Bizbuysell with extra LLM.


we get why it might look that way on the surface

the real difference though is the monumental effort happening behind the scenes. We're building direct partnerships with brokerages, one by one, to sync their entire inventory onto Venturu.

For many of them, it's the first time they can put all their listings online without getting hit by massive per-listing fees. It might not sound like a huge deal, but we believe this will eventually reveal the true size of this hidden market.

It's a world still built on handshakes and business cards, and we're just trying to help pave the way.

we do use some generative models for mundane things like headlines to make that free discoverability possible, but our core tech, like the valuation tool, is "old school".

My cofounder, Luis, built that model over years in a spreadsheet from his experience buying businesses. My job was to turn it into code and supercharge it with historical data and location-specific variables.

Fun fact, the model was actually born first, Venturu came later


Can somebody tell this pleb if this was an anticipated move?


Yes this is all anticipated. They're starting to move the money around in circles to keep the bubble inflated. Think of it this way: 10% of AMD value was spent, 23% was gained. In a bit we'll hear of AMD, directly or otherwise, investing back into OpenAI. This is what happened with nvidia through Oracle. Where does the money come from? Whoever buys stocks. Our retirements, mostly.


This kind of behaviour should be completely illegal, it’s obvious what these people are doing and it might kickstart the biggest depression in history. It’s basically a ponzi scheme.

Next probably ARM and Apple (separately) will do some kind of AI hardware announcement I’m guessing.


Most of this isn't stocks lol. When somebody says they're investing 100 million in Nvidia. That's them saying I'm buying 100 million in services. Such as using the cloud compute or server. Etc.

They don't just buy a stock and say hey. We invest in you. Lol why is it illegal. If you need to buy video cards right now for your business and you're doing machine learning. If you could go to one person with an unlimited budget, who do you go to, nvidia... Why? Is that because of insider training or is that because of logic? So if Nvidia says. Open AI. We really could use a lot of your API. We are spending an absolute fortune. You need our gpus. How about we make something work? Now negotiating begins.


I’m saying these purchases are designed to increase the hype cycle and are not based on new investments but mutual round robin investments where Open AI buy graphic cards and AMD stock with pretend future valuations of the company based on a new valuation driven by the announcement of deals like this. It begins to seem completely unreal if you think about it long enough, everyone has gone completely mad in my opinion.


My advice is never to trust bad intel ;).


Define trustworthy? In my experience, no.


Would love a source for Chinese owners of PIA. Last I knew, it was Israeli owners.

-source, former employee.


You are correct: "Kape Technologies is a United Kingdom-based cybersecurity software company. Kape owns VPN services and cybersecurity tools, including CyberGhost, Private Internet Access (PIA), ZenMate, ExpressVPN, and Intego."

https://en.m.wikipedia.org/wiki/Teddy_Sagi#Kape_Technologies


Yes, I missremembered. It was bought by Isreali after all. I dont think my point is affected by this however.

And I feel quite illiterate right now. I somehow managed to misread both your comments twice


Also Kape was formerly known as Crossrider and had alleged ties to shady apps in the past.

https://mronline.org/2024/09/13/exposed-how-israeli-spies-co...


Was expecting ice water, dry sift, and hot water!


It would be more like outdoor growing, in the mountains, and a good drum session after harvesting! Haha, Ice-O-Lator is for amateurs; we're talking about the heavy stuff here, bro!


Role of cannabis availability in this should be researched!


That is what happens when you deplete the aquifer.


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