Aaron Pressman

@ampressman.bsky.social

Boston Globe tech reporter, lifelong Celtics fan, suburban dad complete with convertible and golden retriever. Current areas of interest include EVs, AI, climate tech, gadgets, cycling, and sci-fi. On Signal ampressman.76

The next time someone wants to debate you about the actual cost of building utility scale solar or wind generation versus fossil fuels, please refer them to this annual and definitive report: Lazard’s Levelized Cost of Energy+ www.lazard.com/research-ins...

Lazard’s Levelized Cost of Energy+ (LCOE+)

Lazard’s Levelized Cost of Energy+ is a widely cited report that analyzes the cost competitiveness of renewables, energy storage, and system considerations.

lazard.com

Elon Musk's xAI has installed far more gas turbines without federal permits at its Colossus 2 data center project in Tennessee than it has publicly acknowledged, and the pollution is hitting predominantly Black neighborhoods the hardest, a Reuters analysis found. www.reuters.com/world/americ...

Pollution from Musk’s unpermitted xAI power project hits hardest in Black communities

Exploding electricity demand from AI data centers is driving companies to build off-grid power plants at a pace outstripping environmental oversight, with potentially big risks to public health.

reuters.com

A draft Treasury Department report warns risks posed by the artificial intelligence market, likening key aspects to the dotcom bubble that upended the US economy when it burst in the early 2000s... a significant departure from the Trump administration’s public tone. www.notus.org/economy/trea...

Treasury Has an Internal Report Warning About the Dangers of an AI Bubble

Publicly, the Trump administration is bullish about AI. Privately, some of its analysts are weighing AI against the dotcom bust.

notus.org

This should've been the lede to WSJ story on AI stockpicker superstar Leopold Aschenbrenner: In each market mania, new celebrity stock pickers get anointed, from Ryan Jacob and his Internet Fund during the dot-com era to Cathie Wood and her ARK Innovation ETF during the pandemic rally of 2020.

It's really important to see pushback from the markets against super massive trillion dollar IPOs from SpaceX, Anthropic, and OpenAI. They don't want AI companies with comically inflated market cap forcing prompt purchase of their shares through index funds / 401ks. www.bloomberg.com/news/article...

SpaceX, Other Mega IPOs Denied Fast Index Entry by S&P

S&P Dow Jones Indices will keep its existing eligibility requirements for main benchmarks like the S&P 500 Index, rejecting proposals that would have made it faster for mega-cap companies such...

bloomberg.com

SpaceX IPO filing shows the company makes a ton of profit and cash flow from its Starlink internet service. Operating profit of $4.4 billion and adjusted cash flow of $7.2 billion last year. Meanwhile, space loses money on an operating basis (lots of spending for new rockets), and AI? Oh boy…

Valuable tallying of the history and all the ways you've lost privacy in your own car: The Car That Watches You Back The automobile spent a century as a machine you owned. Somewhere between the touchscreen and the cellular modem, that changed. nobodyaskedforthis.lol/posts/connec...

The Car That Watches You Back — Nobody Asked for This

How the connected car became an advertising surface. From Stellantis startup pop-ups to GSTV pumps to Gulp Radio aisles, and the consent infrastructure the automobile never developed.

nobodyaskedforthis.lol