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ChatGPT and it's future variants completely automates propaganda production. And by enabling the creation of an unlimited on demand stream of fact free opinions targeted to the individual reader, it also undermines the economic basis for independent journalism and the fourth estate.

It's Kissinger's wet dream.


Perhaps the economic rules need re-writing. Perhaps Twitter will innovate this space and the outcome will be better for the world. I bet Elon M and wellwishers have insight.


No one is going to use UDP to bug a room. They're going to encode the audio over prerecorded noise and broadcast on 500/600mhz, i.e pretend it's a stage microphone that a musician left on in their bag.


"but in the other thread the guy says you can get everything you need for 5nm from Alibaba"

You sure can if all you want to print is one 100mm wafer per month.

Multi-beam tools that can reduce that to a wafer (or reticle) every few hours are real fscking expensive.


Boutique ASICS?


I'd imagine all of the low power binned chiplets are going into EPYC and sold at multiples of desktop prices.


Low power, stable low frequency and low power, peaking high frequency make different bins. The former goes to servers and latter to enthusiast laptops.


Yeah, half of the Kimberley is Ni-Cu sulfides. We've got hundreds of billions of tonnes of the stuff. Stick a shovel anywhere.

With the exception of the Mount Gunson Copper Mine in South Australia, Australia has traditionally dumped cobalt back into the hole as it hasn't been economically viable to separate. At $50k per tonne "tailings" suddenly becomes "valuable resource".


CATL's 210Wh/kg LMFP cells are already in volume production for a major automotive customer.

I would expect that customer to disclose shipping product in a March investor event.


The 200-215 wh/kg LF*P chems are in mass production! 160 wh/kg sodium ion this year as well!

I was referring to their roadmap chemistries that they are next targeting for mass production, that will likely underlie what I call the "third phase" of BEVs. The first was the earlier prototypes and Model S/X era of Tesla. The Model 3 heralded the second phase, where most carmakers actually started trying at BEV products. Third phase is where the ICE cannot compete pricewise and BEVs are the clear choice when buying a new car.

200-210 wh/kg should do 400 mile cars if they have to . the 160 wh/kg sodium ion though, that should be a 200-300 mile car, eventually drop to $40/kwh... that will be the city car revolution, a technology for several billion BEVs.

Exciting times. Of course the US government is hopelessly behind.


Hmm. Who has an investor day on March 1? I wonder...


I don't want to call out certain antisocial twits by name.

The 350 mile LFP car is probably already in production in a Shanghai factory if you can still stomach giving him money...


New NCA and NCMA batteries are using less than a tenth of the cobalt of old NCA chemistries in old Tesla and Nissan Leaf vehicles, and more than half of electric vehicles being built today use a LFP or LMFP chemistry with no cobalt or nickel at all.

Cobalt demand could be met almost entirely by recycling batteries at end of life.


How does this affect longevity? And how can you know that whatever mix you ended up with in your car will work long term?


This Volts episode is a good overview. Focus is on lithium, of course. But same calculus applies to all the elements; Cost of recycling vs mining, alongside policies over supply chain, environmental impact, etc.

"The state of the lithium-ion battery recycling market - A conversation with battery analyst Yayoi Sekine of BNEF." [2022/12/09] https://www.volts.wtf/p/the-state-of-the-lithium-ion-battery...

My impression, after listening, is that recycling is ramping up asap. And the industry is so young that the eventual shape and size is hard to predict. Also, much governmental investment is needed to accelerate innovation.


JB Straubel's (Tesla cofounder) new company Redwood Materials has developed a pyro-metallurgical and hydro-metallurgical process to separate most of the valuable materials. Dunno about the logistics or economics of getting the vehicle batteries to processing centers.

Most sane countries have a lead acid battery recycling deposit to divert batteries from landfill. Might be a good idea to implement one for large lithium batteries as well.


Supply alone.

Due to it's climate, national parks and beaches, Sydney is one of the most desirable cities on the planet. As a result this has lead to sustained and very high (3% year on year) internal (rural/regional to city) and external migration.

In response to this migration, local governments close to the city center have done everything in their power for the last half century to oppose high density construction in any form, and to ensure that construction that does occur is not paired with adequate parks, walking/cycling routes, schools, transit, or external parking garages. Eastern suburb train stations in the 70's were protested and cancelled mid construction, and several new rail lines in the 80's and 90's have been cancelled due to thinly veiled race politics.

This has resulted in suburban sprawl and some of the worlds worst road congestion and gridlock that extends all the way to Sydney's periphery, and for 12+ hours per day during weekdays.


Back in the 200x's Sydney had a pretty amazing centrally fulfilled online grocery delivery service called Shopfast that offered next day delivery for orders before 5pm.

https://www.smh.com.au/business/coles-swallows-online-grocer...

The Coles-Woolworths supermarket duopoly saw it as an existential threat to their business, so Coles purchased it and shut it down. Coles and Woolworths then simultaneously killed their own online offerings. Shopfast was cashflow positive at the time it was acquired and murdered.


Money is being thrown at Silicon Valley by clueless pension and sovereign wealth funds and the Softbank guy. This irrational exuberance started around the Windows 95 launch when bankers finally realized that computers and the internet weren't going to disappear in a few years as some sort of a fad and that they had no "tech" in their portfolio, hence the mad rush to buy any business with a website. The mad scramble to jump on these next big thing hasn't gotten less ridiculous since the dotcom era, but quantitative easing since the 2000 crash has increased the size of the speculative investments made available by an order of magnitude.

The "textbook" example of Silicon Valley hubris favored by so called "journalists", Theranos, was laughed out of Sand Hill Road and had to go to Washington and the Walmart Brats for capital. In fact, most companies with negative return business plans (Ride sharing, food delivery, commercial realestate subletting, etc) weren't funded by Silly Valley investors at all beyond angel, seed, and A rounds.


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