60 Comments
Apr 20Liked by environMENTAL

Thank you very much for your contribution to human sanity.

All this back and forth begs the question of what are the incentives (the late C. Munger) for the likes of Bloomberg, Biden and Gates to so forcefully oppose the answer to abundant electricity. Bipolar, I guess!

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Apr 17Liked by environMENTAL

Great article!

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Let’s hope Europe supports energy sanity. Your allies in US remain hopeful for a global energy renaissance, including good policy making.

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Apr 11Liked by environMENTAL

An absolute gem of an article, thank you! And I believe you are right, the world was already tipping towards we won't have enough power. As you point out we are now there thanks to the AI push.

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The real entrepreneurs are probably hiding in their garages and are already figuring out how to mimic the energy efficiency of the human brain..solving the energy problem and more useful AI that actually solves real problems at the same time. Then the bubble pops of both government fueled manias in climatech that solves no real problems (actually creates many unintended consequences like food inflation, high electricity costs…) and AI mania at the same time. We get cool new technologies, more empowered people and planet can regenerate. Government employees of both parties resign across the board as they no longer have a purpose. Perhaps this is just my imagination but it works for me. People realize wasting tons of resources is the least creative thing you can do. Most Silicon Valley VCs retire and the mighty tech overlords start working for 12 year olds. 😂😂😂

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Apr 11Liked by environMENTAL

Mental, fascinating article and glad to see reality in numerical format. The numbers do not lie and even the most hardened environMENTAList will squeal (like a pig?) and demand solutions when their power goes out. As you fellas pointed out, between Big Tech and Big Green, my fiat is on Big Tech. Wonderful article and looking forward to the next.

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Great exposition on our current moment in time, environMENTAL.

Economics, technology and energy are in our future no matter what.

Bad decisions have ended most political careers and bad regulations have ended too few careers.

Finally, Shakespeare would not be surprised by any of this.

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Apr 10Liked by environMENTAL

‘The lights come on or they don’t.’ I thought this simple phrase would end the climate alarmists hold on energy policy. I am happy to see an additional factor thrown in the mix. ‘The data is produced or it isn’t.’

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Apr 10Liked by environMENTAL

Robin Hood opened a great discussion on power consumption in the context of NVIDIA. 3.5 million H100s would consume ~13 TWH power annually, which is about the same amount of power consumed annually by Chicago. That is in the context of the US using 4,000 TWH annually and China 6,800 TWH annually. There are several things that seem to be approaching a Fourth Turning moment. Power consumption is one; $350T of global debt is another; the cost of higher education another. This zipcode of Substack is informed and highly rational. The algorithm pushes us ever deeper into conversations with like minded people. I wonder if there is another part of Substack inhabited by the folks peddling platitudes and whether the two can be connected in the hope that some minds might be changed?

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“In questions of science, the authority of a thousand is not worth the humble reasoning of a single individual.”

Galileo Galilei

Believe = religion

Think = opinion

Know = science

Here is what I know.

What do you know that’s different?

GHE theory fails because of these two erroneous assumptions:

Earth is warmed by GHE/GHGs preventing it from becoming a 33 C cooler, 255 K, -18 C ball of ice.

Wrong.

&

Earth’s surface radiates as a black body creating “extra” upwelling LWIR energy out of a theoretical calculation.

Wrong.

Remove the Earth’s atmosphere or even just the GHGs and the Earth becomes much like the Moon, no water vapor or clouds, no ice or snow, no oceans, no vegetation, no 30% albedo becoming a barren rock ball, hot^3 (400 K) on the lit side, cold^3 (100 K) on the dark. At our distance from the Sun space is hot (394 K) not cold (5 K).

Because of the significant non-radiative, i.e. kinetic, heat transfer processes of the contiguous participating atmospheric molecules the surface cannot upwell “extra” energy as a BB, e.g. TFK_bams09 (396 BB up/333 “back”/2nd 63 net) violating LoT.

As demonstrated by experiment, the gold standard of classical science.

https://principia-scientific.org/debunking-the-greenhouse-gas-theory-with-a-boiling-water-pot/

GHE theory & CAGW climate “science” are indefensible pseudo-science rubbish forcing alarmists into fear mongering, lies, lawsuits, censorship and violence.

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Apr 9Liked by environMENTAL

Oh I completely agree. It's just hard to have trod the planet for 50 plus years and watch fools delude themselves in so many ways. It has always been thus, but somehow the invention of internal combustion seems a little less immediately problematic than gargantuan data centers pumping out imaginary currency and artificially intelligent stuff.

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Apr 9Liked by environMENTAL

Thanks for the update. it never ceases to amaze me how the eco warriors cannot understand reality. Doomberg said it best, in the battle between physics and platitudes, physics is undefeated. This is simply another instance of that truth

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I see the harsh Darwinian force arrising as EROEI becomes the dominant consideration (as opposed to LCOE and variants) as to which and how energy is produced as we continue to evolve our societ(y/ies).

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Excellent read! When reality hits, people want reliability over green!

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Apr 9Liked by environMENTAL

Oh joy. The Doomsayers of Climate Catastrophe (DC Squared)tm, also the Congregation of Big Tech, Everything Cloud, Cryptocurrency, Big Data, Everything Electric, and AI are going to experience yet another attack of Cognitive Dissonance. Who could have seen this coming?

Welcome to Kevin's Paradox: The dumber you are, the dumber you will become, but you'll be too dumb to realize it.

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