That means closer to $6 in California, which we've seen for most of 2026. I've also been back and forth to Canada a couple times this yr. First time Canadian prices are firmly below even California gas prices that I can remember (after converting CAD/USD and litre/gal.

I think everyone is substantially underestimating the total demand for software and automation in areas that don’t feel like “software”. Not talking about software that’s another app on your phone. Software that just automates things for companies all day long. Most companies have not been able to bring automation to most areas of work because it’s been too complex or costly to do so. Outside of tech or maybe large banks, companies don’t have an unlimited supply of engineers. They have to ration resources very selectively, which means most things don’t get funded. Further, there are many projects that never got done simply because the technology wasn’t there to solve the problem. Basically anything even remotely touching unstructured data was impossible to automate before AI, or connecting data flows between systems that deal with significant variability, for instance. This is where all the new software and automation will be applied. It will be in CPG and retail connecting marketing stacks. Pharma research is about to explode because we can automate far more tests and simulations. Bankers and investors are going to run 10X the amount of analyses on every scenario. Healthcare providers will bring automation to the every step of the process. Now that agents bring down the cost of doing this work, and because many parts of it are now possible, companies will light these projects up. This is why there demand will continue for anyone technical enough to execute this work, and why the jobs arguments will be wrong.

👀

Hilarious, amazing, intriguing

So nice to be back in Ottawa 🕺🏽

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What an absolute G!! Also, who says mathematicians don't have style?

I'm being accused of overhyping the [site everyone heard too much about today already]. People's reactions varied very widely, from "how is this interesting at all" all the way to "it's so over". To add a few words beyond just memes in jest - obviously when you take a look at the activity, it's a lot of garbage - spams, scams, slop, the crypto people, highly concerning privacy/security prompt injection attacks wild west, and a lot of it is explicitly prompted and fake posts/comments designed to convert attention into ad revenue sharing. And this is clearly not the first the LLMs were put in a loop to talk to each other. So yes it's a dumpster fire and I also definitely do not recommend that people run this stuff on their computers (I ran mine in an isolated computing environment and even then I was scared), it's way too much of a wild west and you are putting your computer and private data at a high risk. That said - we have never seen this many LLM agents (150,000 atm!) wired up via a global, persistent, agent-first scratchpad. Each of these agents is fairly individually quite capable now, they have their own unique context, data, knowledge, tools, instructions, and the network of all that at this scale is simply unprecedented. This brings me again to a tweet from a few days ago "The majority of the ruff ruff is people who look at the current point and people who look at the current slope.", which imo again gets to the heart of the variance. Yes clearly it's a dumpster fire right now. But it's also true that we are well into uncharted territory with bleeding edge automations that we barely even understand individually, let alone a network there of reaching in numbers possibly into ~millions. With increasing capability and increasing proliferation, the second order effects of agent networks that share scratchpads are very difficult to anticipate. I don't really know that we are getting a coordinated "skynet" (thought it clearly type checks as early stages of a lot of AI takeoff scifi, the toddler version), but certainly what we are getting is a complete mess of a computer security nightmare at scale. We may also see all kinds of weird activity, e.g. viruses of text that spread across agents, a lot more gain of function on jailbreaks, weird attractor states, highly correlated botnet-like activity, delusions/ psychosis both agent and human, etc. It's very hard to tell, the experiment is running live. TLDR sure maybe I am "overhyping" what you see today, but I am not overhyping large networks of autonomous LLM agents in principle, that I'm pretty sure.

Really nice explanation about the storm that's arriving this wknd, how they affect power prices, and quick primer on power markets and what actually drives spot prices vs futures prices generally

Artist Guillermo Galetti, turns discarded metal into captivating biomechanical sculptures

Big if true. ""You could argue the real economy leadership is actually more consequential than the political leadership.” cbc.ca/news/science/china-en…

Very exciting (truly) to see climate folks finally care about energy pricing. Please please please first study how electricity markets actually work in the real world. It's the commodity with the most complex pricing by far. Scientific instincts are often wrong in power mkts!

So good. Great to tight explanation. Electricity prices are more complex than most folks realize. Now imagine what happens as the fuel costs shrink as share of wholesale electricity prices

So good! Digging into global energy demand projections in IEA and other recent scenarios 🧵

Battery export boom: China has exported approximately $60 billion in battery energy storage systems and components in the first three quarters of 2025, up 24% from last year reuters.com/markets/commodit… US export comparisons in 2024: Soy, $25b LNG, $28.9b Auto exports, $59.2b

Holy shit

FACTS "I worry about a climate movement that can’t decide if it's utilitarian or principled. Some seem desperate to field every solar panel or EV China can produce, no questions asked. Yet it’s unclear this even buys them the climate outcomes they want."

Things appear to be getting desperate standard.co.uk/news/london/s…

I read the main article today loved it, shared with a few friends already. Of all the commodities, resources, services etc in the whole world, electricity has got to have the most complex pricing structure!! Nice piece with data to help demystify. It's complex for a reason