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Cake day: June 22nd, 2023

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  • When I look at how much Nigel Farage has been platformed in the UK the press helped manufacture the consent for Brexit and the big far right swing that is coming with it. What were quite isolated social media views have become very mainstream and on the TV all the time. Society is now quite open about a lot of far right talking points. Social media is a part of the media landscape but it didn’t make the far right figures popular that was all the traditional presses doing.

    Even now they cover and platform Nigel Farage about 100x as much as they do any Green candidate, and yet the Greens hold more MP and council seats. Same with the Lib Dems who are bigger than Reform and yet the press is constantly platforming Reform. Its hard to look at traditional media and see anything but a big swing to the right in the last decade and they have led every step of the way.




  • You only really get the choice between misinformed or uninformed, there is no option where you can be informed enough on the topics you need to know about.

    While they are right that misinformation in social media is causing a lot of the problem I think misinformation in the press is also driving people to seek information in social media. You can’t have governments and the press repeatedly proven to be lying and have the population accept that version of reality they push. What replaces it is a variety of conspiracy theories, some are just genuine conspiracies but definitely not in the mainstream press. This second aspect the research is consistently ignoring and it matters because its a large part of what is driving people to conspiracy theories. Fake news is not about Trumpnews or theonion its about the mainstream media however much they try to deflect from it.


  • Pretty much all technology goes through the same odd shape of adoption.

    https://www.infusedinnovations.com/wp-content/uploads/2021/01/Screen-Shot-2020-10-10-at-8.46.48-AM-1.png

    What is often really hard to tell is where you are until your definitely in the trough of Disillusionment. We could be practically very early on the way up and human level or above AI is coming or near the peak of Inflated expectations and its about to crash down before finally finding a use that is less hype and more worthwhile. The regulation will certainly slow things down a bit towards the peak.

    I am not sure whether slightly better chat bots that still lie and image generators that do look reasonably good is the peak or just the beginning. Progress has been dramatic in the past years since invention but the cost of training is now immense and it requires a breakthrough to make big steps of improvement and I am not sure if we are going to make that. A lot of billionaire money riding on it.


  • They are still going for big building size reactors that have site specific details even if the core is built in a “factory”. This still doesn’t scale well.

    I wonder if it can be economical to go smaller still and ship a reactor and power generation (TRG maybe or a small turbine) that then doesn’t require much other than connecting wiring and plumbing and its encased in at least one security layer covered in sensors if something goes wrong its all contained. Then its just a single lorry with a box you wire in. That has a chance of being scalable and easy to deploy and I can’t help but think there is a market for ~0.5-10 KW reactors if they can get the lowest end down to about $20,000, it would compete OK with solar and wind price wise.

    I suspect no one has bothered because the regulatory overhead means it has to be big enough to be worth it and like Wind power scales enormously with the size of the plant. But what I want is a tiny reactor in my basement, add a few batteries for dealing with the duck curve and you have something that will sit there producing power for 25 years and a contract for it be repaired and ultimately collected at end of life.

    You can sort of do this today using the Tritium glow sticks and solar cells but it doesn’t last long enough and the price is not competitive. Going more directly to the band gap in a silicon or something else semi-conductive and a long lived nuclear material could maybe get a little closer price wise.


  • It doesn’t really make much sense to go faster than silicon node changes unless there is a lot of optimisation on architecture that needs doing. Historically all these refreshes between nodes were largely pointless with small benefits and preparing them took development effort away from the big changes. It’s progress in silicon that matters and brings the performance improvements and moving to a faster cadence hasn’t historically worked out well.


  • Late last year they were talking about $40 for a KWH which compared very favourably to LifePO4 that was more like $130 at the time and Li-ion that was more like $200. However right now on alibaba you can get a 200Ah battery for about $60 and the LifePO4 300Ah are now down in the $50 range which is an incredible drop in the space of 6 months. So in practice they are less dense and more expensive but I think its new technology introduction pricing and at some point it should be about a third cheaper than LifePO4 for the same capacity, all be it a bit bigger and heavier and quite considerably cheaper than Li-ion for the same capacity.

    The small 18650 and other small sized cells have started appearing on aliexpress as well so its possible to get those too butt they are a lot more expensive than a basic Li-ion 18650 at the moment for a lot less capacity. I think its mostly the bigger cells that most people interested in Sodium Ion will be wanting (home battery and grid storage solutions and some of the low/mid range cars) more than small cells since typically the smaller stuff you want to maximise capacity even if it costs a bit more and most will want li-ion and ideally the newer nearly solid state li-ion that doubles capacity per KG.





  • For many people they actually represent a better experience. If you mostly use the car below the range of the battery in your local area and can charge at home then you mostly eliminate the need to travel to fill up stations. Its kind of nice to not have to put petrol into the vehicle every week and have to deal with it being near empty and being forced to refill. It just gets charged cheaply overnight on greener power.

    The modern EVs get a lot of range in a 15-30 minute charge too. The reality is a 250 mile EV requires one stop to drive for 8-10 hours. Most people aren’t going to do that without a break in the middle. Even if you were going to go non-stop compared to an ICE its only another 30 minutes of journey time extra and it will cost you less to do it. So long as there are enough charge points, and these days their typically are in a lot of countries, then its not really a massive problem.

    In many ways they are more convenient on most peoples average usage and the range anxiety goes away when you realise what we are really talking about in terms of long journeys and how long charging in practice will add.





  • I tend to go off the https://grid.iamkate.com/ website which is a good day by day look at power generation and summarises the year. Renewables have so far surpassed fossil fuels 10.7GW compared to 10.3GW with other sources taking 5.9GW of which biomass is 1.52GW. I don’t personally think biomass is renewable because its burning old forests and at a rate far faster than the wood is replanted and we know that old forests store much more CO2 than new ones. With hydro and Nuclear its a pretty close run thing if we consider them green renewables are the majority of power production.

    Still a way to go, obviously more capacity is required and more storage and this will inevitably lead to excess power in the summer which is how renewables will work and hopefully we will find a good use for free power capturing CO2. A lot of projects are held up by the grid in the UK, more than enough to complete this transition, companies want to install the production its just the grid holding everything up with plans out to 2035.