RonSFriedman

Prediction: by 2028 the scarce input in AI will not be GPUs. It will be firm power.
Chips can be fabbed. Interconnects can be ordered. A gigawatt of dispatchable electricity cannot be permitted in a year. Alberta, Texas, and the Gulf states understand this. Most capitals still talk about models.
The winners of the next AI wave will be energy jurisdictions, not only software jurisdictions.

No missiles in the sky doesn’t mean a ceasefire.
Microsoft report from today: Israel is the #2 cyber target on Earth (210 events vs 531 for the US). Iran accounts for 39% of Tehran-linked ops. Ransomware +21%.
Cyberspace is a battlefield arena most people can’t see, but it is real, and it is the one AI will dominate first.

Good morning 🌞.

The media spent the campaign saying Lula was the favorite.
Brazilians just put Flávio Bolsonaro in first place.
Polls do not measure voters who are tired of being called extremists for wanting a free market.
Let this be a lesson learned. (about polls)

@Grok how can the field of economics can be revolutionized by AI?

Albertans, what are you voting in the referendum?
Option 1, stay as it is, or ...
Option 2, leave the option of seperating from Canada on the table?

Private nuclear is moving again in the U.S.
The Antares Nuclear Mark-0 test reactor reached criticality at Idaho National Laboratory. It is the first privately developed, non-light-water reactor to go critical in the United States in more than 40 years.

Energy materials are getting an AI push.
Berkeley Lab is leading FORUM-AI, a multi-lab project to build an open agentic system for discovering battery, semiconductor, and energy materials, under the Department of Energy’s Genesis Mission.

Colossal Biosciences, the company behind the dire-wolf project, says it expects an artificial womb that can carry a mammal from fertilized egg to birth within 24 months. If regulation and ethics allow, the same technology could apply to humans.
Public reporting from May 2026 is softer than a firm 24-month deadline: CEO Ben Lamm called the system “on the one-yard line,” with chemical signaling between developmental stages still unsolved, and said it is not part of the late-2028 mammoth plan. The dire wolves were carried by surrogate dogs, not an artificial womb.

Canada's fertility rate is 1.24. Far below replacement levels.
Assuming no immigration and no change...
We have 240 years before our population will drop below 1 million. And 840 years before we become extinct.
No children is an existential threat.

Sharing more positive tech news.
AI is cracking physics...
In the future, more scientific discoveries will be done by scientists using AI, and less by traditional academia procedures.
"Working with Anthropic’s Claude, physicists computed a six-particle scattering amplitude in N=4N=4 super Yang-Mills theory to nine-loop order—one loop past the human record set in 2023. The result (on the order of 30 billion terms in one representation) was checked by Stanford/SLAC theorist Lance Dixon, who had issued the challenge. It was done with relatively modest compute. Independent groups reached similar r