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advait @advaitarun.bsky.social · 2h

Had a lot of fun working with the authors on this--excited for the next issues to be similarly punchy. Super glad you read it!

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John Kostyack @kostyack.bsky.social · 3h

Using "all of the above" framing to justify an energy policy is a really bad idea. These folks do a pretty good job of explaining why.

advait @advaitarun.bsky.social · 4h

Introducing Caravanserai, a mini-magazine for policy culture. Our first issue, about all-of-the-above energy policy, is out today!
caravanseraiforum.substack.com/p/all-of-the...

You can choose to look up—at all that is above.

Is "all-of-the-above" energy policy a smokescreen for fossil fuel lock-in? If not, why not?

caravanseraiforum.substack.com

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Aastha पास्ता 🇵🇸 @aasthauprety.bsky.social · 3h

thee writers, one question, no restraints.

☀️♻️🛢️⛽️

you don’t wanna miss this:

advait @advaitarun.bsky.social · 4h

Introducing Caravanserai, a mini-magazine for policy culture. Our first issue, about all-of-the-above energy policy, is out today!
caravanseraiforum.substack.com/p/all-of-the...

You can choose to look up—at all that is above.

Is "all-of-the-above" energy policy a smokescreen for fossil fuel lock-in? If not, why not?

caravanseraiforum.substack.com

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Aastha पास्ता 🇵🇸 @aasthauprety.bsky.social · 3h

out today in our new home for policy conversations ✍🏽 caravanseraiforum.substack.com/p/all-of-the...
with @advaitarun.bsky.social + daevan

You can choose to look up—at all that is above.
Is "all-of-the-above" energy policy a smokescreen for fossil fuel lock-in? If not, why not?

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advait @advaitarun.bsky.social · 4h

Very excited to be putting this together with @aasthauprety.bsky.social and Daevan. We're going to have a little bit of fun with this :)

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advait @advaitarun.bsky.social · 4h

Every week, we'll publish an issue featuring three writers all (anonymously!) responding to the same prompt. The responses are short-form and punchy. It's going to be about a lot of things, not just energy.

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advait @advaitarun.bsky.social · 4h

Introducing Caravanserai, a mini-magazine for policy culture. Our first issue, about all-of-the-above energy policy, is out today!
caravanseraiforum.substack.com/p/all-of-the...

You can choose to look up—at all that is above.

Is "all-of-the-above" energy policy a smokescreen for fossil fuel lock-in? If not, why not?

caravanseraiforum.substack.com

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jael holzman @jael.bsky.social · 22h

this is such an enormous story

Robinson Meyer @robinsonmeyer.bsky.social · 23h

NEW: Trump is moving to kill all funding for proposed Texas and Louisiana mega-hubs to capture CO₂ from the atmosphere

The bipartisan-backed hubs represented a rare clean tech industry where the US was on the cutting edge

by @emilypont.bsky.social for @heatmap.news

heatmap.news/politics/doe...

Trump to Cancel Direct Air Capture Hubs in Texas, Louisiana

A new list of grant cancellations obtained by Heatmap includes Climeworks and Heirloom projects funded by 2021 infrastructure law.

heatmap.news

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advait @advaitarun.bsky.social · 1d

"What's your group Halloween costume"
"Oh just the hyperscaler polycule"

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advait @advaitarun.bsky.social · 1d

alternate universe where public provision of gaming pcs leads to a torrent-style AI model landscape of decentralized/packet-sharing compute power: our ability to do complex Bayesian statistics for whatever purpose relies on our neighbor’s ability to do the same

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Matthew Haugen @mjhaugen.bsky.social · 2d

Gaming PCs for All

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Gillian Brockell @gbrockell.bsky.social · 1d

Claim: 10 cars rammed ICE
Truth: No cars rammed ICE

Claim: She boxed ICE in
Truth: ICE boxed her in

Claim: She shot a rifle at ICE
Truth: She did not have a rifle

Claim: ICE returned fire
Truth: Only ICE fired

Claim: She drove herself to the hospital
Truth: Paramedics found her

Chicago Sun-Times @chicago.suntimes.com · 1d

Body-camera video appears to contradict the government’s claim that Marimar Martinez, 30, drove toward officers before one of them opened fire at her late Saturday morning in Brighton Park, her attorney claimed.
trib.al/9Sxu9IN

Attorney for woman shot by Border Patrol claims officer said 'Do something b-----' before shooting

Body-camera video appears to contradict the government's claim that Marimar Martinez, 30, drove toward officers before one of them opened fire at her late Saturday morning in Brighton Park, her attorney claimed. A judge ordered Martinez and a co-defendant released pending trial.

trib.al

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advait @advaitarun.bsky.social · 2d

Question for data center ball knowers: if a tenant company in a training/inference data center defaults, can the GPUs be reused as is for different applications and for new tenants, or would you have to reconfigure the entire rack?

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advait @advaitarun.bsky.social · 2d

I assume so given how quickly GPUs depreciate, too

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Niv @nhegday.bsky.social · 2d

From the (very) little that I know…GPUs are reusable & can reallocated unless the previous set up was heavily customized. Underutilization is probably the bigger concern due to bespoke configurations. Also fiber optics more general purpose & passive than GPUs & would probably depreciate much slower.

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Thomas Wood @advanced-eschatonics.com · 2d

It's about cost of electricity. 3 years after facf the GPUs still work fine but you want to replace with latest because of efficiency increases. Whole field is optimizing for data center efficiency. That's all ASML really dies

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advait @advaitarun.bsky.social · 2d

(Contra data centers, dotcom bubble companies all had unique applications but all ran on the same fiber optic network)

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advait @advaitarun.bsky.social · 2d

Maybe that’s what I’m looking for: whether the degree of hardware customization presents a stranded asset risk
(Interesting implication of divergence: “neocloud” GPUaaS has a demand problem and no moat but limited customization risk, hyperscalers have a moat but huge customization risk?)

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advait @advaitarun.bsky.social · 2d

I’ve heard that new GPUs depreciate out of usability in 2-3 years (thx to new GPUs) but I guess you mean that the whole server/rack configuration is obsolete as model designs and hardware configurations change every few years too? If so… worrying!

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advait @advaitarun.bsky.social · 2d

My guess is that certain AI training and inference applications require v specific and customized physical configurations of GPUs, new versions of which are released every year now. Would be hard to replace coreweave if their hardware is specific to their software (unlike the internet writ large!)

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advait @advaitarun.bsky.social · 2d

Basically: pets dot com defaulted but in the meantime there was still miles of dark fiber optic in the ground that Facebook could drive the usage of a decade later. If coreweave defaults can anyone immediately use those data centers it built or caused the building of?

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advait @advaitarun.bsky.social · 2d

I’m trying to suss out the degree to which these are potentially stranded assets. The dotcom bubble left lots of fiber optic that could be repurposed no problem—I’ve heard rumors it’s different here?

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advait @advaitarun.bsky.social · 2d

Question for data center ball knowers: if a tenant company in a training/inference data center defaults, can the GPUs be reused as is for different applications and for new tenants, or would you have to reconfigure the entire rack?

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Reposted by advait

Senator Ron Wyden @wyden.senate.gov · 2d

They’re using American tax dollars to fund infrastructure in Argentina because that’s where they’re all going to flee when we kick them out of office

Ryan Grim @ryangrim.bsky.social · 6d

After announcing a $20 billion bailout of Argentina, the White House now says it's pausing $18 billion in funding for NYC infrastructure projects

Russ Vought would love nothing more than to tear this country down to its studs

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Olúfẹ́mi O. Táíwò @olufemiotaiwo.bsky.social · 2d

primary anybody who doesn't talk like this

Senator Ron Wyden @wyden.senate.gov · 2d

They’re using American tax dollars to fund infrastructure in Argentina because that’s where they’re all going to flee when we kick them out of office

Ryan Grim @ryangrim.bsky.social · 6d

After announcing a $20 billion bailout of Argentina, the White House now says it's pausing $18 billion in funding for NYC infrastructure projects

Russ Vought would love nothing more than to tear this country down to its studs

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