STRANDED ASSETS Unsanierte Bestandsgebäude können für den Mittelstand zum Klumpenrisiko werden, so die Hamburger Bau- Energieexpertin Christin Goldbeck: conplore.com/stranded-assets… #Immobilien #Mittelstand #ESG #Bestandsgebäude #StrandedAssets #Nachhaltigkeit Bild: Hubert Nowik

Yes they will. Software is O(1) cost because margin cost of copy is 0. LLM are: O(nlogn) < cost < O(n^2) Which is a failed business model. Resources and investment from these #strandedAssets will go back to software

History will remember you as the person that fell for @sama lies about #scalingLaw and caused $MSFT to lose out to Huawei because of your AI datacenter #strandedAssets. Look at my handle.

“Africa must balance low-carbon transition with economic stability:An abrupt shift from hydrocarbons could destabilize economies,constrain debt repayment capacities & impact millions of livelihoods.” Full Report here ⬇️: unu.edu/sites/default/files/… #strandedassets #greentransition

Canada calls it “future-proofing.” Markets may call it wishful thinking. $16.5B on carbon capture with long timelines, big execution risk, and shifting global politics Take that bet to a Las Vegas oddsmaker. bloomberg.com/news/articles/… #CarbonCapture #EnergyPolicy #Canada #OilSands #EnergySecurity #StrandedAssets #CapitalRisk

People talk about moltbook but no one talks about the #roundtripping going on to keep this bubble going. Hyperscalers 'investing' in AI labs via data center credits. Credits they then book as revenue Then they show cloud growth from that roundtrippings DC are.#strandedAssets

AI is #strandedAssets. Hyperscaler roundtrip datacenter credits to Anthropic and OpenAI to improve cloud margins. If they didn't follow this, we can see in the finances that capex has greatly increases, while cloud is flat, indicating no demand. Hence strandedAssets

The blades don't spin if there is ice on the skin because the ice buildup coating is not uniform. #Outofbalancepprotection #Strandedassets #Yourbillremainsthesame #Forcedoutage #OSWispurejunk 🚁🧊 #OSWis3seasons

If Carney can successfully flood Canada with cheap Chinese EVs, it's only a matter of time before "severe financial disincentives" are applied to owners of ICE vehicles. #StrandedAssets

Palmer Lucky is a China Hawk He has to be a hawk to sell Anduril 2 Dept of War My thesis is Tsinghua and deepseek knows LLM is a dead end for AI. But they open source paper so US tech investors continue to put trillions in AI Datacenter #strandedAssets and wrong architecture

THE $100 MILLION LIE: WHY “BIG BRANDS” SELL STRANDED ASSETS This article exposes a hard truth: brand size does not equal liquidity. Many firms sell reach, not execution—and confuse visibility with value. 💡 I explain why my verified 1.55 billion-connection network proves that traditional broker networks often leave assets stranded. Without programmable trust, global reach is an illusion. Liquidity requires rails, not logos. Sotheby’s, Compass, and Keller Williams don’t lack talent—they lack infrastructure designed for a borderless, digital economy. I also outline how owners can cash out stranded assets by aligning with systems built for sovereign liquidity rather than legacy commissions. In 2026, the lie won’t be ignorance—it will be denial. The market is moving, with or without incumbents. ⚡ linkedin.com/pulse/100-milli… #GlobalLiquidity #RealEstateTruth #StrandedAssets #Limitless155B #Web3RealEstate #GeoffDeWeaver

The rest of the world is moving on from outdated Fossil technologies. We own “trillions” in #StrandedAssets no way pipelines make sense over 40 year timeframe, so get stuffed, thank you. “Car Soup for Everyone!!”

Time the politicians woke up to this. #power #energy #StrandedAssets #ausbiz When Asia says no to LNG: The shrinking markets that could leave Australian cargoes stranded reneweconomy.com.au/when-asi…

Die Folge würde sein, wenn Dtl. so dumm wäre dies zu tun, dass andere Länder um uns herum mit günstigem erneuerbaren Strom versorgen. Die #Gaskraftwerke werden #strandedassets und Gaskonzerne gehen Pleite. Der Steuerzahler wird viel des Schadens tragen müssen. Bedankt Euch bei @_FriedrichMerz @cducsubt

What exactly is CBC’s interest in “missing” oil pipelines? #EnergyTransition #StrandedAssets #ElectrifyEverything #ClimateEmergency #FoodSecurity #Wildfires #Floods

It’s absolutely a certainty that the electric capacity for all this projected AI growth will not be there. Can you say #StrandedAssets

Of course, the Govt are doubling down by allocating €1b to the €13.4b for @ESBNetworks - to prevent #renewables from becoming #StrandedAssets. The waste will be biblical. Why not repeal the Electricity Act 1999 & allow #nuclear #SMRs at Moneypoint?

Ever wondered what type of assets are measured in national accounts? This figure from the "Net Worth of Nations" post medium.com/p/3d7a091b00f9 builds on the framework introduced in previous #MacroCritical articles: medium.com/macrocritical Here we break down the full scope of non-financial and financial assets. Here is a #TLDR; 👉 While non-financial #assets are typically associated with physical assets, these are only the first four categories (dwellings, buildings, machinery, weapon systems). There are quite a lot of other asset types as well including intellectual property, leases, licenses, and even #crypto and #AI (updated in #SNA2025). 👉 #Nature also forms part of non-financial assets but only includes "measureable" parts nature in terms of economic contribution. Nature "assets" ecosystem services (not captured in the SNA) from the "natural capital" of nations. More on this later. 👉 There is another capital not directly captured in the SNA but is extremely import: "Human capital". We will also explore in detail in another post. 💰 Financial products are split into 8 categories and are carefully tracked in the SNA. There are: (1) Monetary Gold and SDRs, (2) Currency and Deposits, (3) Debt securities, (4) Loans, (5) Equity, (6) Insurance, Pensions, Other guarantees, (7) Financial derivatives, employee stock options, (8) Other accounts 💰 Each category comes with its own set of #risks. Therefore, flows within these categories are also critical for measuring the financial health of countries. 👉 Not all changes in assets are due to investments or market-based transactions. Quite a lot of changes can also come through "Revaluations" or "Other Volume Changes", and can be quite large especially for traded financial instruments. These can also introduce "balance sheet risks", such as risks of #strandedassets. Read and explore the data for each of these in the guide. We will continue expanding this framework in subsequent posts till we have our foundations in place. #MacroCritical #Medium #assets #networth #policyviz #dataviz

Make lying wrong again and fossils responsible, stop funding and financing fossil that will soon become #StrandedAssets.

Restricting oil and gas production can help prevent #strandedassets & protect gov't revenues. @Alberta_Finance @Alberta_Energy @ABDanielleSmith @rebeccakschulz @awlegge @trevortombe @policy_school @kathleen_petty @ryanjespersen #finance #ableg #cdnpoli #cdnecon #AlbertaNext