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Joined 1 year ago
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Cake day: November 30th, 2023

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  • For some tech nerds, the X-odus is not something to mourn, but could herald the era of decentralised social networks they have been dreaming of known as the “Fediverse”.

    Advocates of the “Fediverse” argue that there should be one account for any social media network in the same way that Gmail accounts can email any email addresses, or mobile numbers call users on any other network.

    In walling off social networks so users can’t leave, the platform has the power. Instead, newer social networks including Bluesky are being built on “ecosystems” that enable them to interconnect.

    No one knows what will happen to X, with predictions ranging from collapse, to flipping to an anti-Trump platform if Musk and the president lock horns, to becoming a training ground for Musk’s xAI venture. AI could gobble up social media, and xAI is valued at $40bn – almost the price Musk paid for Twitter.








  • Currently, Tesla is the leading company in the first release of the Battery StorageTech Bankability Ratings report, and is the only supplier to feature in the top AAA-Rating band.

    While Tesla relies upon some third-party battery cell supply, the quarterly deployment levels of ESS solutions are currently trending at record highs (almost 10 GWh). Furthermore, Tesla’s Financial Scores are at the upper end of all the companies analyzed in the first report, although ESS operations still represent a minor part of the total group turnover.

    Over the next 12 months, it is expected that significant changes will unfold in the Bankability Pyramid; in particular, arising from the number of new Chinese companies that have entered the sector in the past couple of years. However, it is unclear how the fortunes of these producers will evolve since many of them are largely ‘China-centric’ in their positioning and lack any manufacturing capacity outside mainland China.

    Ultimately, the sector could become segmented in geographic supply coverage, driven by US/China trade policy or the realignment of EV/ESS upstream manufacturing to satisfy the geographic location-of-manufacturing demands from the EV industry globally.














  • Indeed, Russia still has some currency reserves, the shadow gas fleet, huge increase in domestic production of arms, and has some how kept it’s GDP growth up. Not that it doesn’t have issues on it’s horizon, but time is still there to wiggle around them. Also you are correct about Ukraine, many reasons to be enthusiastic, but Winter still looks like it might be rough.

    And Trump, well yea still many days to the election and he may yet pull Vance’s thumb out of his ass. Can’t say I don’t like the nice poll numbers from swing states though, seems like Harris has some good appeal to the swing voters.