tag:blogger.com,1999:blog-64425143213581190042024-03-18T22:05:07.705-07:00Climateer Investing<i>In war, everything not censored is a lie.</i>climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comBlogger47067125tag:blogger.com,1999:blog-6442514321358119004.post-32898889077120585922024-03-18T19:48:00.006-07:002024-03-18T19:48:52.331-07:00The Register Weighs In On Nvidia (NVDA)From The Register, March 18:Nvidia turns up the AI heat with 1,200W Blackwell GPUsFive times the performance of the H100, but you'll need liquid cooling to tame the beastFor all the saber-rattling from AMD and Intel, Nvidia remains, without question, the dominant provider of AI infrastructure. With today's debut of the Blackwell GPU architecture during CEO Jensen Huang's GTC keynote, it aims to climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-78075897340205752492024-03-18T18:08:00.001-07:002024-03-18T18:08:09.451-07:00"Nvidia CEO Jensen Huang debuts new $8,990 lizard-embossed leather jacket, also says something about AI GPUs: (NVDA)Two from Tom's Hardware. First up the headliner, March 18:Jensen's jacket retails for nearly $9,000 and is currently on sale for 40% off.Nvidia CEO Jensen Huang is well-known for giving his keynotes wearing
a black leather motorcycle jacket. He hasn't addressed why he chose his
(now iconic) black leather jacket specifically (considering other tech
CEOs are known for hoodies and black climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-91556690561232553082024-03-18T16:04:00.014-07:002024-03-18T16:18:04.108-07:00In Nvidia's World, If You (and your company) Don't Have Money You Will Not Be Able To Compete (NVDA)The advantage flywheels keep spinning and reinforcing each other to the point that the Pareto distribution of profits - 20% of companies reap 80% of the profits - is becoming Super-Pareto where 5% of the companies reap 95% of the profits and is approaching Hyper-Pareto at maybe 2% of companies reaping 98% of profits.It all comes down to having the resources to keep up. I watched Mr. Huang climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-39041915970719818532024-03-18T10:51:00.007-07:002024-03-18T10:51:50.953-07:00"Trump can’t secure $454 million appeal bond in New York fraud case, his lawyers say"From CNBC, March 18: Former President Donald Trump has been unable to fully secure a $454 million appeal bond in a New York civil business fraud case, according to a Manhattan Supreme Court filing. Trump, the Trump Organization, and other defendants were found liable in the case, filed by New York Attorney General Letitia James. The Republican, who is set to face President Joe Biden in climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-8363049642837388502024-03-18T09:49:00.005-07:002024-03-18T11:05:43.369-07:00This Will Be A Bloodbath: "Biden Set to Crack Down on Auto Emissions to Accelerate EV Sales"The net effect of this order will be to give the Chinese the auto industry.*And maybe that's the intent.From Bloomberg, March 16:EPA expected to finalize tailpipe emission limits within daysFormula for calculating electric vehicle fuel use also comingThe
Biden administration is preparing to roll out the toughest-ever limits
on pollution from the nation’s cars and light trucks after making
climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-61926636716010066452024-03-18T08:12:00.003-07:002024-03-18T08:12:34.894-07:00Meanwhile, In Beijing: China Ponders Mass Production Of 'God Particle'From the South China Morning Post, March 8:‘Two sessions’ 2024: China’s construction of the world’s largest particle collider may start in 2027 The Circular Electron Positron Collider, known as a Higgs factory, will take a decade to build and become the next global centre of particle physics: Wang Yifang Since first proposed in 2012, there have been doubts over the high cost and technical climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-38131045479099248382024-03-18T06:49:00.000-07:002024-03-18T06:49:03.023-07:00"Elite-Only Financial Markets"From Professor Hanson's mini-bio at George Mason University: Robin Hanson is associate professor of economics at George Mason
University, and research associate at the Future of Humanity Institute
of Oxford University. He has a doctorate in social science from
California Institute of Technology, master's degrees in physics and
philosophy from the University of Chicago, and nine years climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-30606256091161843032024-03-18T06:25:00.017-07:002024-03-18T06:28:03.137-07:00Hurricane Watch: One Of The More Accurate Models Is Looking A Bit ScaryA twofer from Artemis, first up, March 8:ECMWF forecast for 2024 hurricane season seen as particularly aggressiveSeasonal forecasts for tropical storm and hurricane activity issued at
this time of year are often seen as needing to be taken with a large
pinch of salt, but another early forecast from the ECMWF is seen as
particularly aggressive and so worth highlighting, in calling for 17
namedclimateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-55220880888128318322024-03-18T05:38:00.008-07:002024-03-18T05:40:59.832-07:00"Nvidia AI developer conference kicks off with new chips in focus" (NVDA)The stock is up $23.83 (+2.71%) at $902.19 in pre-market action.Last week we were seeing quite a few pseudo-professional "buy the rumor, sell the fact" pronouncements regarding the GPU Tech Conference but I don't know if that is a good plan, you have a March quarter earnings report coming and though it is expected to be a blow-out, it will probably surprise on the upside. NVDA is selling climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-40851156770214472092024-03-18T05:22:00.001-07:002024-03-18T05:22:21.481-07:00"Arms Maker Rheinmetall Forecasts Record Sales, Profit Growth Amid Rising Geopolitical Tensions" (RHM.de)It was just a throwaway line in a March 7 post about possible Chinese yuan weakness but there must have been something in the air: The last time we saw this sort of stockpiling behavior the yuan was
under 7-to-the-dollar and our guess was that the order had gone out to
importers to convert currency into storable commodities ahead of a
devaluation in the yuan....*****....So who knows? But climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-26815509772092198172024-03-17T20:34:00.002-07:002024-03-17T20:34:16.171-07:00"Bankers Will See AI Transform Three-Quarters of Day, Study Says"So it's back to 3 - 6 - 3 banking?*From Bloomberg, February 27: Accenture says banking sector has more to gain than any other AI offers opportunity for firms to re-evaluate ways of workingArtificial intelligence
is likely to replace or at least lend a hand in tasks that take up
almost three-quarters of the time bank employees now spend working. That’s the conclusion of a new analysis by climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-43516752919297537172024-03-17T20:10:00.004-07:002024-03-17T20:10:50.973-07:00Ukrinform: Russia Carried Out The Drone Strike In TransnistriaThings are starting to get a bit confusing.From Ukrinform, March 17:Center for Countering Disinformation: Russia carried out provocation in TransnistriaRussia carried out a provocation in unrecognized Transnistria by attacking a military unit with a kamikaze drone.
The press service of the Center for Countering Disinformation at Ukraine's National Security and Defense climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-73448619967582949732024-03-17T19:19:00.004-07:002024-03-17T19:19:41.992-07:00"India Tailors Electric-Vehicle Tariff to Lure Tesla" (TSLA) Mr. Musk has to thread the needle on this one lest his Chines supply chain begin experiencing, ah, slowdowns. Alternatively, he goes big fast, in which case he might just leave the Chinese market to BYD and the other half-dozen Chinese EV manufacturers that will be among the survivors of the coming shakeout.From the Wall Street Journal, March 15:Import-duty cut for manufacturers who invest climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-68984060100217652192024-03-17T11:26:00.003-07:002024-03-17T18:11:29.011-07:00Carbon: "Two scammers, a web of betrayal, and Europe’s fraud of the century"Also known as Tuesdays, in Brussels. From The Atavist Magazine, no. 148:Watch it BurnA good scammer sees opportunity everywhere,
including their own downfall. In 2006, the police showed up at Gustav
Daphne’s house in Beverly Hills. They had come once before, when a
neighbor complained about his trash. Daphne happened to be swimming in
his pool at the time, and because he is French, he came toclimateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-55117176316211326402024-03-17T06:38:00.003-07:002024-03-17T06:38:51.016-07:00"Elon Musk: AI will run out of electricity and transformers in 2025"From New Atlas, March 1:"I've never seen any technology advance faster than this." The chip
shortage may be behind us, but AI and EVs are expanding at such a
rapacious rate that the world will face supply crunches in electricity
and transformers next year, says Elon Musk.In a dial-in Q&A to close the Bosch Connected World conference, the recent Nobel Peace Prize nominee
spoke about climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-34395225970560507322024-03-17T06:14:00.001-07:002024-03-17T06:14:43.697-07:00"Everything is espionage: Things I learned researching Assange"From Dynomight, March 2024:(espissange? asspionage?)
Who is this Julian Assange guy? Is he good or bad? Did he do espionage? Why is the US so obsessed with getting its hands on him?
At dynomight.net we don’t like to answer questions. Instead, we prefer to replace them with more abstract questions that we also don’t answer.
Pop quiz
First up though—in which of the following scenarios would youclimateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-27187037513657008042024-03-17T05:40:00.003-07:002024-03-17T05:40:24.442-07:00"This company intends to be the first to mine the moon"From the Washington Post via MSN, March 13: Nearly a decade ago, Congress passed a law that allows private American space companies the rights to resources they mine on celestial bodies, including the moon. Now, there’s a private venture that says it intends to do just that. Founded by a pair of former executives from Blue Origin, the space venture founded by Jeff Bezos,
and an Apollo climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-91944810128966826032024-03-16T21:30:00.001-07:002024-03-16T21:30:00.122-07:00The Fall of Hong Kong: How China-US Rivalry Ended a Geopolitical Neutral Zone From The Diplomat, March 16:For decades, Hong Kong’s geopolitical neutrality was the very foundation of its freedom, autonomy, and prosperity. That’s no longer possible.In a meeting of the U.S. National
Security Council held on June 8, 1960, John F. Dulles, the secretary of
state of the Eisenhower administration, made an interesting comment
on Cold War Hong Kong: “Hong Kong exists because it climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-24485043013480244232024-03-16T21:12:00.007-07:002024-03-16T21:30:41.621-07:00It Is Possible That India's Population Will Be Under One Billion By The Year 2100From Bismarck Brief, March 13:Fewer Than One Billion Indians Falling fertility rates and preferences mean India's population will peak sooner than expected. By the end of the 21st century, there will likely be fewer than one billion Indians.The population of India is thought to have surpassed China’s in
April 2023, making India the world’s most populous country with a
population of over 1.4 climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-47147670988188925982024-03-16T20:53:00.005-07:002024-03-17T07:00:16.664-07:00"China’s Teapot Oil Refiners Slash Output as Industrial Demand for Fuel Fizzles"Following on yesterday's "Copper Surges on Supply Threat as Iron Ore Shows Economic Risks" which highlighted the divergence between copper, approaching an 11-month high, and iron ore, collapsing on China's continued failure to launch its economy (to put it starkly, most of China's efforts have ended up going into the stock market*) we have another indicator of the current state of China's economyclimateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-51305747407470461492024-03-16T09:43:00.006-07:002024-03-16T09:43:42.593-07:00"Russia and China announce plan to build shared nuclear reactor on the moon by 2035, 'without humans'"My goals for 2035 aren't quite that lofty.From Space.com, March 12:The proposed nuclear reactor would provide energy to a lunar base that Russia and China have agreed to build together.Russia's space agency Roscosmos has announced plans to work with China to build an automated nuclear reactor on the moon by 2035. The proposed reactor will help power a proposed lunar base that the two countries climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-3279879186991203492024-03-16T08:30:00.002-07:002024-03-16T08:30:05.346-07:00"California bullet train project needs another $100 billion to complete route from San Francisco to Los Angeles" From KCRA-TV, Sacramento, CA, March 13:SACRAMENTO, Calif. —As
the state faces economic headwinds, California's mega high-speed rail
project between San Francisco to Los Angeles also faces major funding
hurdles, the project's CEO Brian Kelly told state lawmakers Tuesday. Kelly testified in front of the State Senate's Transportation Committee on the High-Speed Rail Authority's updated climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-79806445122855384852024-03-16T06:59:00.006-07:002024-03-18T17:33:53.653-07:00MIT Technology Review's 10 Breakthrough Technologies 2024We're later than usual getting to the breakthroughs but here they are, with apologies for the tardiness.Two quick points: 1) Our readers are aware of most of these technologies but it is still handy to have them all together in one place. 2) I'm getting tired of ostensibly tech-savvy publications acting as if Large Language Models and Generative AI chatbots are what AI is all about.In five years climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-39936176330432798582024-03-16T06:13:00.001-07:002024-03-16T06:13:06.594-07:00Indicators: "CEO of Hapag-Lloyd, one of world’s top ocean shippers, says the outlook has changed for the global economy"From CNBC, March 15/16: The CEO of Hapag-Lloyd tells CNBC inventories are depleted in many cases and the ocean carrier has seen a recovery after Chinese New Year. Due to the ongoing Houthi attack issues in the Red Sea and Panama Canal drought, U.S. companies are paying more for ocean freight, with rates on key routes up 75% to 150% year-to-date. Peak shipping season is expected to start climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-5928825768561109332024-03-16T05:52:00.003-07:002024-03-16T05:52:59.346-07:00Demographics: "Density and the Fertility Trap"A twofer from The Anti-Planner. First up the headline article, December 21, 2022:Yesterday, Tyler Cowan mentioned
in the Marginal Revolution blog that he wished books on urban areas
“would spend more time discussing whether dense urban areas are simply a
fertility trap.” I’m not going to write a book about it, but it may be
one more reason why planners’ mania for density is a bad idea. There climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.com