Crosbie (@jecrosbie) header
Crosbie (@jecrosbie) profile picture

🤖📊🔋Turning noise into signal. 18+ yrs in data/econ/energy. Decoding AI, renewables & investing shifts. Writing The AI Investor’s Playbook.

Joined November 2013
Photo by Crosbie (@jecrosbie)Photo by Crosbie (@jecrosbie)Photo by Crosbie (@jecrosbie)Photo by Crosbie (@jecrosbie)Photo by Crosbie (@jecrosbie)Photo by Crosbie (@jecrosbie)Photo by Crosbie (@jecrosbie)Photo by Crosbie (@jecrosbie)Photo by Crosbie (@jecrosbie)Photo by Crosbie (@jecrosbie)
The CPP Tax from a minimum-wage career, invested in ordinary markets, would pay ~$93k a year. The formula pays $10.5–18k. Same money. One path builds ownership. The other does not. Part Two.
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I don't think people understand that this what SpaceX is competing against Google's "Global Head of Energy and Power" Don't get me wrong, Sergey and Larry are absolute geniuses who fully understand that compute is going to space, and Google has impressive early efforts here But the hyperscalers are giant bloated bureaucracies filled with people who who moved up the corporate ladder due to political acumen rather than hardcore execution ability This was fine in the old world... when atoms were subjugated by bits, and we left the hard parts of building to Asia It's absolutely unacceptable in the new world... where atoms are king 👑
Over the last week I built a bottoms up SpaceX financial model through the end of 2028 The numbers that came out are insane There are wide error bars given how quickly things are changing but I wanted to distill something complicated into something that can at least be debated * This is not investment advice!!! ** Sequoia is a major SpaceX shareholder *** Past performance is not indicative of future results
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Paris arrived in Birmingham last night and the media has barely covered it
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Crosbie retweeted
Yes Since when ?
The Police tell a man to put his ENGLAND FLAG away or FACE ARREST "You're only allowed to fly the flag in the designated area" SINCE WHEN WAS THAT THE LAW?
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Apparently an Australian flag is not allowed on Australian public property Here's a foreigner explaining why.
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Keir Starmer does NOT want the World to see how badly British Patriots want their country back Would be a shame if it went viral on 𝕏
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As the so called "student protesters" burn and loot Western Europe. In Serbia, the actual student protesters, clean their subways.
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Many members of the Iranian-Canadian community are on the streets today I. Toronto chanting “Mark Carney. Shame on you!” & “Islamic Regime must go!”
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Crosbie retweeted
I really don't know which lunatic decided that a White kid born in 2005 owes the world an apology for something that happened 300 years ago Slavery wasn't some White invention. Every civilization did it. Africans sold other Africans. The Arab slave trade ran for over a thousand years and enslaved millions. Nobody talks about that And guess who actually ended it? The West. Britain banned the trade and literally sent its navy out to hunt down slave ships. That part somehow never makes it into the lecture Meanwhile, slavery still exists today in parts of Africa and the Middle East. Mauritania only made it a crime in 2007. You will never see the outrage or the protests... Nothing but silence But in the West, people are told to feel guilty for being born. Criminals get excused because "the system made him do it." Repeat offenders get arrested again and again and walk right back out. The victim gets forgotten and the criminal gets treated like the victim Seriously, how did it get this bad? The same civilization that built the modern world and ended slavery is now tearing itself apart and calling it morality You have no reason to feel guilty for things that happened centuries ago. You don't even remember what you ate last week This isn't compassion, it's insanity This is literally civilizational suicide
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Rupert Lowe for PM 🇬🇧👏💯 THE FASTEST GROWING PARTY, EVER THE ONLY PARTY WE CAN TRUST. 🇬🇧 Restore Britain Its the only way 🇬🇧👍Please Like, Share, Follow 🙏🏻🤍l💖🇬🇧#VoteRestoreBritain #restorebritain
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Good morning 💵
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This is just how stupid @CityofVancouver is. 1:55 of your day, to reaffirm your belief of The Left's incompetence. @mario4thenorth #ElbowsUp🤡
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Millions and millions and millions of people need to be forcibly removed from our continent. Save Europe.
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Macroharder and Minihard both have 220k GB300s with 800 gig nics configured for training. Gun Range will have the same. Spam (used to house Hormel products) will have ~200k GB300s, but configured for inference, so much simpler networking and less than half the fiber. I walked the whole Colossus 2 site around midnight and again this morning. Good progress by the SpaceX team and contractors. Gun Range is tracking to be operational by end of November and Spam in December.
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Rupert Lowe for PM 🇬🇧👏💯 THE FASTEST GROWING PARTY, EVER THE ONLY PARTY WE CAN TRUST. 🇬🇧 Restore Britain Its the only way 🇬🇧👍Please Like, Share, Follow 🙏🏻🤍l💖🇬🇧#VoteRestoreBritain #restorebritain
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Binance: Hackers stole $6.3 BILLION in crypto! Meanwhile, in North Korea...
🤖 Made with AI
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The French police are finally making arrests over the invasion of the UK. FYI they've just arrested those documenting it. Not invaders, not traffickers, those exposing it. Europe is fucked.
ADMIN POST - Ay and his team have been arrested by armed French police, handcuffed, and taken to the police station. @danwootton @TRobinsonNewEra @thenowherephoto @daveatherton
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Die irländische Polizei sucht zum zweiten Mal die Wohnung eines Lehrers auf, um ihn in Gewahrsam zu nehmen, nachdem er sich geweigert hatte, einen Schüler mit dem geschlechtsneutralen Pronomen „they“ zu anzusprechen.
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