Wednesday, November 19, 2025

Unlimited energy because the earth is full...


Elon Musk: Most people don’t realize Earth is 32% iron and 30% oxygen — basically a giant rusty ball bearing covered in sand. And the same abundant elements make up iron-phosphate lithium batteries. Iron, phosphorus, carbon, lithium… all extremely common.

We even published the math: Earth can be fully powered with solar panels and batteries. There’s no shortage of anything.

https://x.com/ianmiles/status/1991153301564313761?s=20


Grok 4.1 summarized the conversation between Elon Musk and Jensen Huang at the US Saudi Investment Forum: 1. Elon Musk on Creation (not just disruption) and the coming age of abundance Tesla pioneered compelling, affordable EVs (none existed when Tesla started) and slashed battery costs. SpaceX invented reusable rockets because throwing away rockets makes space travel prohibitively expensive. Tesla Optimus will be the world’s first truly useful humanoid robot. Everyone will want one (or many); industry will want millions. Humanoid robots will become the single largest product category in history — bigger than smartphones or any prior product. Long-term outcome (10–20+ years): AI + robotics will eliminate poverty globally. Work becomes optional (like choosing to grow your own vegetables for fun). Money itself eventually becomes irrelevant (only physical constraints — energy, atoms — remain). 2. Jensen Huang on the new computing paradigm: From retrieval to generation Traditional computing was retrieval-based (pre-stored answers, databases, search). Modern AI is generative: every output is unique, created in real time for each user and context (e.g., every Grok response is different). This fundamental shift requires “AI factories” distributed worldwide to generate intelligence on demand — exactly what Saudi Arabia is now building (“oil refineries → AI refineries”). AI is the new foundational infrastructure, like electricity or the internet. 3. Future of jobs and productivity Elon: In the long run, jobs become optional — something you do for meaning or enjoyment, not necessity. Jensen (near-term evidence):Radiology has been heavily AI-augmented for years; contrary to predictions, the number of radiologists has increased because AI handles image analysis, allowing doctors to see far more patients and make better diagnoses. Most knowledge workers will become dramatically more productive → they will pursue more ideas, not less work. Innovators (like Elon and Jensen themselves) will be busier than ever because AI removes friction from executing backlog ideas. Historical precedent: every general-purpose technology (steam, electricity, computers, internet) has been massive net job and value creator. 4. Concrete Saudi innovations highlighted Prof. Omar Yaghi (Saudi-American Nobel laureate in chemistry) used Nvidia-accelerated AI + Grok-like models to design metal-organic frameworks (MOFs) with 3.3 nm pores that pull water and CO₂ from air. Another Saudi team created 500 × 1,000 nm “nanop” robots using AI-accelerated design + CRISPR to edit out sickle-cell disease genes. Both breakthroughs were conceived decades ago but only became practical because AI accelerated discovery by orders of magnitude. 5. Major announcements xAI + Saudi Arabia + Nvidia xAI will build a 500 MW AI training/inference data center in the Kingdom AWS partnership: starting 100 MW cluster with gigawatt-scale ambition. Large-scale rollout of Nvidia Omniverse for digital-twin factories, robotics training, warehouse simulation, etc. Supercomputers to simulate and control quantum computers (quantum error correction requires enormous classical compute). 6. AI in space — the ultimate scaling solution (Elon + Jensen) To reach even a tiny fraction of a Kardashev Type II civilization (using >0.0001 % of the Sun’s energy), humanity must put solar-powered AI compute in space. Earth receives only ~1 part in 2 billion of the Sun’s output; space gives essentially unlimited, continuous solar energy. Cooling is radiative (no water needed), panels are lighter/cheaper (no glass or framing), no batteries required (always sunny). Elon’s estimate: Within ~5 years, space-based AI compute will be cheaper than any terrestrial data center. At hundreds of gigawatts or terawatt scale, terrestrial power generation and cooling become physically impossible (e.g., 300 GW continuous would already consume ~2/3 of total U.S. electricity production). 7. Final question: Is there an AI bubble? (Jensen) No. Demand is structural and justified by three overlapping waves:End of Moore’s Law → entire industry shifting from CPUs to accelerated computing (6 years ago CPUs were 90 % of Top 500 supercomputers; today <15 %). Hundreds of billions of dollars of traditional data-processing workloads (SQL, data frames, analytics) moving from CPUs to GPUs.


 

Saturday, November 1, 2025

Bill Gates apologizes?

 

https://www.wsj.com/opinion/bill-gates-apologizes-for-earths-survival-b0d9c39d?mod=hp_opin_pos_3

Bill Gates Apologizes for Earth’s Survival

The science never said humanity was doomed. Now, apparently, you’re not obliged to believe it is.

Holman W. Jenkins, Jr.

 ET

image
Bill Gates in New York, Sept. 22. MIKE LAWRENCE/GETTY IMAGES

Bill Gates jumps off a bandwagon that existed in the first place only as a complete and utter canard.

Climate change doesn’t point to “humanity’s demise,” the Microsoft philanthropist says in a splashy memo addressed to a forthcoming climate jamboree in Brazil. “People will be able to live and thrive in most places on Earth for the foreseeable future.”

But this only comports with the science as we’ve known it for decades. Has Mr. Gates experienced an epiphany, a falling away of scales? Not possible in this case since he already knew the truth. A reputational gravy train is simply coming to an end. Our elites have been getting off for a while.

In fact, Mr. Gates may rank 247th in bravery, behind David Wallace-Wells, author of 2019’s “The Uninhabitable Earth,” who later that same year was already moderating his rhetoric “in a less alarmist direction” (as he put it, without offering refunds).

Or the New York Times’s Ezra Klein, that harbinger of the obvious becoming sayable to liberals. He admitted three years ago that mainstream climate models meant “your kids are not doomed to a grim life.”

Laughably, Mr. Gates links his conversion to a “victory” for environmentalism, in the form of new, less dire emissions forecasts.

The victory he cites, as documented even by the austere Intergovernmental Panel on Climate Change in 2021, was only over a bad, propagandistic forecast that was never rooted in the science in the first place.

I could make a boring reference to the emperor’s new clothes. But consider an estimate of the Population Reference Bureau, which holds that 110 billion humans have lived and died in the past 200,000 years. That’s a lot of unattractive apes huddling together, learning how to mimic the attitudes of their social leaders.

After all, what makes elites elites is partly an acute sensitivity to the risk of being out of step, of saying the wrong thing at the wrong time.

You might recall the Hillary Clinton staffer who stormed performatively out of a meeting after her 2016 loss, weeping, “I’m going to die of climate change.” Or the Bloomberg contributor who said Exxon makes a product that “threatens the continuation of human life on earth.”

Then there was Joe Biden routinely if raspingly insisting that climate posed an existential risk to the Earth.

The New York Times was especially notorious for its climate conformity. Its dereliction in a nutshell: only investigating whether the sentiment was right, not whether the policy—at the cost of trillions—did what it said it did.

It didn’t: Democrats spent millions in taxpayer money in 2010 to have the National Research Council affirm that their passel of subsidies and tax breaks for “green” energy were a “poor tool” for influencing greenhouse emissions.

The data have since arrived: These policies stimulated more energy consumption, not less emissions.

Now the “existential” climate risk bandwagon is coming to an end for the deceptively simple reason known as “running out of other people’s money.”

This denouement has many fathers. Germany’s feckless energy transition and its contribution to the Ukraine war. China’s continued coal spewing. Trillions spent in the West while having no effect on warming or allaying the hysterics of Greta Thunberg. The result is palpable: There’s no longer an electoral base in the West wiling to be conned out of additional trillions for climate change.

Donald Trump may be president of the U.S., but even Britain’s Labourites are running away from “net zero” in practice if not in word.

Mr. Gates deserves minuscule props for using his reputation to try to stop the peddling of a false climate doom as a way to hijack resources from programs and initiatives that would actually help people—he will get brickbats for it.

That’s the real import of his action. It should be appreciated.

I’m still not permitted to name the Biden-Obama official who visited the Journal and privately lamented his party’s turn toward green pork and away from a carbon tax. Tax reform is in the industrial world’s future one way or another to deal with its debts, not soon enough now to make a difference in the climate future. There’s no use crying over might-have-beens, but this was an opportunity the climate lobby missed through its vast stupidity and dishonesty, from its constant overplaying of climate doom, to its hysterical denigration of anyone who raised a question, to its shoddy, money-grubbing lawsuits against big oil.

If anyone deserves to be strung up for their eco sins, it’s the Drusilla Clacks of climate activism who were traitors to their own cause.


Sun-driven climate

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