Anathemata (@Faenerator) header
Anathemata (@Faenerator) profile picture

Stravaiging. Persiflage. Little original input. Just stuff I find. Retweets are not endorsements. Not looking for followers. Competent Clerk. Αἰδώς.

48°52.6′S 123°23.6′W
Joined June 2013
Photo by Anathemata (@Faenerator)Photo by Anathemata (@Faenerator)Photo by Anathemata (@Faenerator)Photo by Anathemata (@Faenerator)Photo by Anathemata (@Faenerator)Photo by Anathemata (@Faenerator)Photo by Anathemata (@Faenerator)Photo by Anathemata (@Faenerator)Photo by Anathemata (@Faenerator)Photo by Anathemata (@Faenerator)
americanaffairsjournal.org/2… Nuclear energy is not just one option among many within a diversified clean energy portfolio; it is strategic sovereign infrastructure, analogous to missile defense, civil aviation control, or central banking. It is a system whose development cannot be delegated, whose coordination cannot be crowdsourced, and whose permanence transcends commercial return.
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AI sentiment by country. Notice anything?
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The U.K. Aims Sanctions at Israel, Hits the Cayman Islands by Dan Harris wsj.com/opinion/the-u-k-aims… via @WSJopinion
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China has started construction of a 660 MWe high-temperature gas-cooled reactor. It will provide electricity, and will also provide high-quality, high temp steam to a nearby petrochemical plant. Article link in relpy.
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Did you know the 1.5°C Paris global climate goal is measured against the absolute floor or end of the coldest period of the past 8,000 years called the Little Ice Age driven by Earth's orbital changes + volcanic eruptions. Citation? IPCC AR6 Working Group I Chapter 2.
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BREAKING: A robot developed by Caltech and funded by DARPA has successfully built part of a structure in orbit without astronauts, marking what researchers describe as the first autonomous construction of a structure in space. The experiment, called ASTRA, uses a robotic arm to retrieve individual structural tubes and connecting joints, then assemble them into sections of a larger framework directly in orbit. Launched aboard a SpaceX Falcon 9 in March, the system has spent approximately six months in space testing the technology. The robot successfully constructed a new section of a truss structure, demonstrating that spacecraft could eventually assemble large structures from smaller components rather than launching them fully assembled. The experiment is part of DARPA's NOM4D program, which aims to enable construction of enormous structures in orbit, potentially hundreds of meters or even kilometers across. Potential applications include: > Giant space telescopes > Large satellite communications antennas > Orbital solar power stations >Future space infrastructure too large to fit inside conventional rockets The demonstration did not complete the full planned antenna, but establishes an important proof of concept for autonomous orbital construction. The technology could eventually allow the size of structures built in space to exceed the physical limits of the rockets used to launch their components. Link to official report submitted by Caltech: sciencedaily.com/releases/20…
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Nuclear Regulators NukeCorp: Good Morning. We want to move a barrel of stuff from here… A. To there… B. Regulator: What if someone shoots the barrel with a tomahawk missile whilst you are moving it? NukeCorp: But why would? I mean who even? Are you serious? Regulator: We’re going to have to see empirical data. Can we see your tomahawk missile barrel-strike test procedure? I presume you have one? NukeCorp: 😖
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A Bloomberg journalist thinks ChatGPT might have just changed how this election turned out.
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Ming Dynasty budget as of ~1582. Completely insane that they were spending almost a third of the budget on useless non-working stipendiaries compared to under 1% on the combined salaries of the entire bureaucracy. Do not do this.
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MIT and Harvard built an AI simulation containing 8.3 billion virtual people, roughly the entire population of planet. They call it MatrAIx. It’s a population-scale simulation running on frontier models, GPT and Claude among them. The longer description took me a while to believe. Start with the dataset, Persona 8B. 8.3 billion synthetic profiles, each one specified across 1,290 dimensions. Background, psychology, spending habits, how comfortable they are with technology, what they do on a Tuesday night, the small behavioral quirks that make one 34-year-old nurse in NYC different from another. A spreadsheet of 8 billion rows would be a curiosity. What they did next is the part that matters. They turned the profiles into agents and dropped them into four environments: surveys, AI chat interfaces, live web browsing, and native desktop and mobile apps. Then they ran real products through the crowd. New features, software updates, pricing changes. And they logged everything. How long an agent paused after seeing a price go up. The exact point at which it gave up on a broken checkout. How much lag it would sit through before closing the app. The number I keep coming back to is 91.5%. That’s how often the agents stayed in character, behaving the way their assigned psychology and demographics said they should. Not perfect. But for billions of agents across four environments, closer than I expected. Here’s what that does to how products get built. Right now, if you want to know whether a feature will land, you ship it to a slice of users and wait. Or you pay a research firm and wait longer. Either way the answer arrives in weeks, from a sample you hope is representative. With something like this, you run the feature past 8 billion simulated reactions overnight. One server. Results by morning, broken down by every one of those 1,290 dimensions if you want them. I have questions about how well a synthetic crowd predicts a real one. 91.5% is persona adherence, not forecast accuracy, and those are different things. But the direction is clear, and it’s coming faster than most product teams are ready for.
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Wow, no one could have possibly predicted that late-20th century “historiography” would be less accurate than the ancient sources that they hate so much.
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天呐,海底光缆统治世界的时代要结束了,又要见证历史了🤯。。 马斯克首次公布 Starlink V4 的极端参数:性能直接跳涨一百倍,光速天然快了一点四倍且不用绕大陆架,上千万条激光链路正在把地球通信主干搬上深空。 绝大多数人至今依然以为,星链只是给偏远山区、游艇和飞机提供网络补丁的边缘工具。 直到马斯克刚刚在最新的投资人会议上摊开底牌,很多人才第一次看懂 SpaceX 真正的阳谋:把构筑人类现代文明的海底光缆网络,从大洋深处连根拔起,彻底搬到太空。 这里藏着一个极度反直觉的物理常识:
光在太空真空中的传播速度,比在玻璃光纤里整整快了 40%。 
更致命的是几何路径的差异。海底光缆必须顺着大陆架和海沟蜿蜒曲折地绕远路,而太空中的卫星激光链路,两点之间永远是沿着大圆航线在真空中直线对穿。这意味着在跨洋超长距离通信上,太空激光的延迟天然比地面光缆更低。 而阻碍这件事过去的唯一瓶颈,是带宽密度。 马斯克这次直接给出了技术迭代的量化终局:
从 V2 到即将落地的 V4 卫星,单星吞吐能力将直接迎来 100 倍的暴力跃升。
在更长期的宏大蓝图里,超过 10 万颗卫星组成的轨道阵列,每颗都将配备大约 100 个传输速率超 10 Tbps 的光学激光器,在地球外围织成一张百 Exabit 级别的无缝高速网状路由。 这已经不是在做卫星宽带了,这是在用火箭把全球互联网的核心骨干网整个重写一遍。 海底光缆容易被地质地震震断、被船锚挂伤,更深陷地缘博弈的物理封锁;而悬在头顶的真空激光网络,既没有折射损耗,也没有无法逾越的地理边界。 人类用了上百年时间,把铜线和光纤一根根沉入海底来连接彼此;而未来的文明动脉,注定要在没有阻力的星空里以光速奔流。
马斯克刚刚把全球半导体制造行业最后一点虚伪的遮羞布撕碎了, 老马透露今年全世界除了他以外生产的所有 AI 芯片加起来大概只有二十吉瓦,而他正在秘密推进的超级芯片工厂 TeraFab,终极目标是把年产量直接干到整整一太瓦,也就是明年全球总产量的三十倍。 当大多数科技巨头还在为了抢台积电几万片先进封装配额打破头的时候, 马斯克对 TeraFab 这个名字给出的三重拆解,已经把工业狂人的冷血算盘展现得淋漓尽致,它既谐音代表让人毛骨悚然的恐怖, 也代表扎根于这颗星球的土地,但底层最纯粹的本质就是物理学上的太瓦,一个大到超出人类现行半导体常识的超级怪兽。 按照目前的全球供应链节奏,明年全世界哪怕把吃奶的力气用上,全部 AI 芯片的总功耗产能预计也就只能爬坡到三十五到四十五吉瓦, 在传统半导体代工厂眼里这已经算得上是跨越式的军备竞赛,但放在马斯克以太瓦为单位丈量的物理世界里,整个人类现存的芯片制造体系加在一起,弱小得就像是手工作坊在小打小闹。 这其实彻底挑明了软硬件协同演进的一条绝情铁律,任何把通用人工智能挂在嘴边、却把晶圆制造和先进产能全部寄托给外部代工的软件公司, 本质上都是把自家大厦建在了极其脆弱的流沙上,只要产能杠杆的阀门依然被传统供应链卡在几十吉瓦的窄门里,大模型参数狂飙的尽头就必然是一堵无法逾越的物理高墙。 别再觉得一太瓦的超级工厂只是他在麦克风前的随口狂想了,当一个狠人把工业制造的目标定在超出全世界三十倍的极限位置上,他从一开始就没打算跟现有的玩家在同一个棋盘里抢饭吃,他要做的,是用工业怪兽的绝对吨位,把人类文明推进下一个计算纪元。
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“A review of 104 studies found little evidence that demographic diversity makes scientific teams more productive or influential: Only 15-28% of reported results clearly supported the idea, while most found no effect or the opposite.” stevestewartwilliams.com/p/f…
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I went to see last night “The Standard of Living”, the play now in London about John Maynard Keynes’s life, and I really enjoyed it. It captures well his life and the times. However I disagree with an important part of the economics, a confusion that is behind the entire economic policy debate in Britain and the rest of Europe today: the confusion between Beveridge and Keynes. The report by William Beveridge (an LSE economist and ex-director) led to an enormous expansion of the welfare state. That is often confused (also in the play) with Keynes’s views, as if the large and continuously growing post-war welfare state had anything to do with demand stabilization. Keynesian demand management is what Andrés Velasco (also an LSE prof), as Finance Minister in Chile, did during the 2000s copper boom: he ran surpluses of 7% of GDP and more in 2006 and 2007 and put the money in a stabilization fund abroad. This was 12% of GDP by the end of 2008, when public debt was 4% of GDP. Public sector workers burned his effigy in Santiago asking for it to be spent. When the copper price collapsed along with the global economy, this surplus allowed him to introduce a massive stimulus package worth 2.8% of GDP, larger relative to the economy than the American one, which allowed him to stabilize Chile’s economy through the financial crisis. “Being a Keynesian means being one in both parts of the cycle,” he told The Economist. Today, very few governments are doing this. It is “whatever it takes” in crisis, and “welfare is untouchable” when the crisis finishes. This leads to a continuous ratchet up of spending that strangles any productive activity. Keynes was in favour of using debt to stimulate demand, but under no circumnstances to finance permanent welfare spending. He wanted an ordinary budget for the state and then a capital budget that would be used for the demand management and that would be invested only in productive capacity. While Beveridge was about social redistribution, an issue of social policy, Keynes was about stabilization. The play and a lot of commentary seem to conflate both things and use demand management to justify permanent structural social policy. I think this is pretty instructive for what’s happening in the UK and in the rest of Europe today. There is a widespread confusion that it’s neoliberalism which is hollowing out the state, when in fact the UK’s public spending burden is at around 45.6% of GDP this year, and the OBR expects it to stay around 45% for ten years running, the longest sustained period of spending this high since the Second World War; EU governments spend 49.5% of GDP (Eurostat, 2025). Outside wartime and the pandemic, the state has never been this large for this long. Neither neoliberalism nor austerity is at fault for the lack of investment. Governments cannot hit the fiscal rules without touching the triple lock, and other welfare entitlements (free transport for the over 60s here in London!) that most MPs consider untouchable. What gets cut all the time to make the numbers add up is infrastructure, energy, grids, R&D, innovation, etc. The UK’s gross fixed capital formation is at 18-19% of GDP, which is the lowest in the G7, and the general government investment is also behind the OECD average. The debate misunderstands the risk of pension sustainability. It is not that at some point in the future pensions become unsustainable. It is that today, their relentless growth eliminates the space to invest in infrastructure, innovation and the rest. Sadly, no party dares to make this argument. And even economists who defend the entrepreneurial or innovative state cannot bring themselves to state the obvious: that there is a huge opportunity cost in having one of every 5 new cars sold in the UK being paid by the state as a disability benefit, or in having free transport for all over 60 year olds.
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Productivity before teams meetings
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Huge FT letter if you studied Ancient Rome and now work on AI (there are dozens of us!) comparing AI stack to ancient grain supply
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'The wind is always blowing somewhere' Here's the realtime chart of winds in Europe. Blue = light/no winds, orange = lots There is pretty much NO wind anywhere in Europe. So nobody is exporting to save our bacon. We need to rely on our own resources Source: Windy.com
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The fake capacity load factors assumed by the British government are a huge scandal. Where's parliament's investigation into this?
Replying to @7Kiwi
The original Whitelee turbines have underperformed. Average load factor ~20.5% (original) and 16.7% (extension). Adjusted for constraints: about 22%. Government models assume 36–48%. Real performance has been far worse. (2/9)
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Almost all the growth in global coal use since the late 1980s has come from China. Outside China, the world’s use of coal has barely changed since the late 1980s. It was just over 20,000 terawatt-hours back then, and almost four decades later, it is still the same. But the change has been very different in China. The country has increased the use of coal enormously, and today, China is burning more coal than the rest of the world combined. The future of global coal use, and the emissions that come with it, depends heavily on what happens in China. (written by @MaxCRoser)
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