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RonSFriedman

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@grok How much on average each Albertan taxpayer pay a year for equalization? (directly and indirectly)
Alberta is becoming Heinlein’s Luna.
Harsh environment. Resource exporter under distant rules. Growing independence talk.
The AI twist: Mike gave the Loonies their edge. Alberta’s edge is gas + cold + data centers while others face blackouts and moratoriums.
TANSTAAFL. Build the compute or stay the colony.
The ICC is a globalist institution, that together with other globalists institutiins, if left unchecked, may lead to a totalitarian global government.
It's an existential risk to our civilization.
Humanity will be better off by having an echosystem multiple independent entities, like states and city states.
Datacenters, or to be precise, super intelligence, can solve education, healthcare and climate change.
The "progressive" fear progress. They resist change. They should really call themselves conservatives...
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A newly proposed pipeline from Alberta to the Pacific is being discussed as a taxpayer-funded project that could cost on the order of tens of billions over roughly eight years, rather than a privately financed line at a much lower cost.
Why?
Heavy regulation, permitting risk, and political uncertainty have repeatedly deterred private sponsors.
Governments can force taxpayers to absorb cost overruns that private capital will not.
On top of construction, policy is also pushing large carbon-capture spending (the Pathways project has been estimated in the tens of billions) even though buyers ha
Alberta’s referendum is October 19. On the separation question, you pick one option.
Option 1: Alberta should remain a province of Canada.
Vote this if you are fine with how Ottawa works and want the status quo.
Option 2: The provincial government should start the legal process for a binding referendum on whether Alberta should separate.
Vote this if you want to stay in Canada but send Ottawa a message and give Alberta more leverage.
Vote this if you want independence too.
Option 2 does not make Alberta independent. It opens the door to a later vote that would.
Two days after October 7, 2023, Hamas supporters were celebrating in Toronto.
Not Gaza. Toronto.
Three years later, Jewish events in Canada still need a row of police cars, and are still held in secrecy.
Historians will study this period. Not because Israel fought back, but because the West imported the celebration.
In 1951 Asimov wrote Foundation as a hedge against a dark age: a colony of scientists preserving knowledge so civilization could reboot faster.
In 2026 the hedge is nearly here, and it's physical. Orbital compute. Lunar industry. Energy abundance that doesn’t depend on a single pipeline, grid, or government.
The people who still think the future is a UN resolution are arguing about the lobby of a building that’s already on fire. They don't matter.
What's important is building a backup branch of our civilization.
Why people who want to help poor countries may want to consider investments over charity.
It's the incentive mechanism.
Investment helps people more than charity because it only keeps flowing if it creates something people will pay for. That means jobs, wages, and businesses that survive after the money arrives. Profit and loss do the accounting. If it fails, the capital leaves. If it works, it scales.
Charity can cover an emergency, which may be nessesery in the short term.
As a system, charity often buys dependence. Local producers get undercut, intermediaries get paid either way, and the ne
I bought Palantir less than 3 years ago at $16 per share because the company support Israel. Because I believed in its mission.
I didn't care about making money in that transaction.
Today, Palantir reached $200. (Over 12x)
I'd been blessed.
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PLTR+5.21%
Is building a datacenter today a bubble?
A roughly three-year-old Nvidia H100 that cost about $30,000–$40,000 at the peak of scarcity still rents for around $3–$4 an hour on demand (median across providers; spot and community rates are closer to $1–$2.50). At full utilization, $3.50/hour is about $30,000 a year before costs. Electricity and cooling are real but modest next to that—an H100 SXM draws ~700W, and with server overhead and a typical PUE the power bill is often on the order of $1,000–$2,000 a year per GPU at commercial rates—so the gross cash flow can still look strong.
The residual
NVDA-0.52%
I'm still seeing discussions on FlyDubai incident.
Option 1- A radical Muslim co-pilot tried to crash a plane full of Israelis.
Option 2 - A complex conspiracy that involved 200 passengers, a pilot that agreed to be stabbed, a co-pilot that agreed to be attested, and agencies and investigators from Saudi Arabia, the UAE and Israel working together to generate a false flag conspiracy.
The world is so broken. Hard to believe so many people still entertain option 2.
Are you ready for a world of super abandance?
Good morning 🌞 world.