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gone walkabout
@vass_and_
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🌍 markets for 20y. Long Capitalism & Meritocracy. Short 🍾 socialism and Wokism. Always learning. Love energy. Working on risk. 👷♂️in 🇦🇺 20y in 🇬🇧
Joined April 2022
Mea Culpa. My ⚛️ 🔢 are TOO HIGH! Based on An updated GenCost model assumption Nuclear is 1/ definitively cheaper than offshore wind. 2/ Slightly cheaper than onshore wind, and definitely cheaper with coal->nuclear cost savings. 3/ Cheaper than any VRE blend in GenCost. Here’s why.
A quick🧵on today’s Gencost. Nuclear is much cheaper. First, well done @CSIRO for splitting out small and Large. A step in the right direction Well done for listening. This was something I’d personally requested, and glad to see others had too. Lets jump into the model.
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We are going to see more and more of these innovations... business are going to need to adapt or change.
I made a diagram of my AI hedge fund. It's a multi-agent, multi-LLM system. Thanks to @LangChainAI, it’s evolved a ton. Our AI agents: 1 • Bill Ackman agent 2 • Warren Buffett agent 4 • Fundamentals agent 5 • Sentiment agent 6 • Technicals agent 7 • Valuation agent You can pick any combo of agents to run. Our LLM providers: 1 • OpenAI 2 • Anthropic 3 • Deepseek 4 • Meta We have multiple LLMs from each provider. No coding is required to run the system. And everything is open source. Here is how it works: 1 • You specify tickers to analyze 2 • You choose which agents to run 3 • You choose which LLM to use And that's it. The system takes care of the rest and generates trading signals. If you see an agent that you think is missing, we can add it. If you see an LLM provider that is missing, we can add it. This is just the start, tons more to build!
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RT @nickgiva1: USTs, every single $'s worth, is issued publicly through primary dealers with their own systems. Logging everything. There…
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@6point626 I think the question to ask, is, whether it’s about changing the regs, or harmonising the regs across regions
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@Live_the_Dream8 @PettyRedGrant @robbierocket7 @BenFordhamLive Not sure I would bother with one of these until Terrapower and Oklo have proven they are commercial or not. Oklo’s business model in particular is focussed on buying ‘waste’ as their fuel.
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@ItsNotARace2025 Nice try to deflect. Now, answer the question. Are you proposing natinaliation of Woodside and Santos?
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@fu_santa @Ausproperty95 So if I pay 27c kWh for electricity at night, how many years is that going to take to payback ?
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@andrewlilley_au I’d never thought of it as if it was almost a mash equilibrium. Ty. But horrifying how bad the implications of this are.
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RT @andrewlilley_au: What the "bubble" designation repeatedly misses is that if housing is scarce enough the rational upper bound to a fair…
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RT @DrPippaM: The pardons will no longer have any meaning. The courts won’t be needed to prosecute anyone who received them. Instead, the d…
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@peter_tulip I agree with your sentiment. But I also believe money from a congestion charge should be utilised only for expanding public transport. Think would make it palatable to everyone.
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