Trendaavat aiheet
#
Bonk Eco continues to show strength amid $USELESS rally
#
Pump.fun to raise $1B token sale, traders speculating on airdrop
#
Boop.Fun leading the way with a new launchpad on Solana.
good news everyone
batteries you need to balance the ripple when the GPUs are moving weights CAN ALSO store energy
you can run double duty -- bias based on what the grid needs. you've now just turned a liability into an asset
Powerplant datacenters will reshape the grid!

18.8. klo 03.49
Great conversation. What both @CJHandmer & @dwarkesh_sp appear to miss is that even AI-specialized data centers don’t operate anywhere near 99.999% utilization - one of the biggest misconceptions I continue to encounter even among informed analysts. Capacity utilization rates are closer to 50%, and up to 60-70% on high end (“five nines” is a customer-facing guarantee and has little to do with capacity utilization). This could be helpful or unhelpful to @CJHandmer’s thesis. It’s helpful to the extent that utilization is materially lower at night, reducing needed storage capacity. It’s unhelpful to the extent that new data centers can increasingly “schedule” these non-utilization periods during periods of highest grid stress (50-200hrs/yr depending on the system) — or some combo on-site storage, thermal gen, and/or time-shifting compute load — to enable access to more grid power, instead of going off grid. The latter appears much more likely to me for the foreseeable future, given the relatively low utilization rate of most existing power systems. More on this here:
4,78K
Johtavat
Rankkaus
Suosikit