Locator: 44686TECH.
Themes, 2025, linked. here.
Added today, February 6, 2025:
The End of The Renewable Energy Transition
Added today, February 6, 2025:
Collapse of the EV
Happened so much faster than anyone expected.
Added today, January 15, 2025:
Fourth Industrial Revolution --> Sixth Industrial Revolution
Technology:
- private / public space launches; satellite communication (posted January 15, 2025)
- AI --> large data centers and everything that derives from AI (posted January 15, 2025)
- energy requirements: natural gas, wind, solar
- CHIPS Act, 2022 -- updated two years later; posted January 15, 2025)
- Chatbots, GPT, DeepSeek: link here (posted January 26, 2025)
- parameters
- tokens
- learning / training
Space startup Loft Orbital: raises $170 million to expand satellite fleet. Risk / downside: they need to reserve / buy space on other companies' launch vehicles.
Blue Origin: wiki here.
SpaceX: wiki here.
Comment: when one reads Loft Orbital, it appears to me the company does not have a huge moat. The company's business plan offers a lot of ideas for others.
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