New blog: The three types of time - investment, maintenance and consumption.
compoundlearning.net/2018/08…
Compound Learning retweeted
In 1994, Jeff Bezos famously spotted a stat that made him leave his high-paying PE job to start Amazon:
💡 The Internet was growing 2300% per year.
What are the generation-defining stats of today?
I'll post a few to kick things off...
Compound Learning retweeted
That's why in charts like the one I tweeted last night you'll see that our need for graphite for our future gigafactories is actually GREATER than our need for lithium. Look at the height of the bars! But cathodes are sexier than anodes so no one pays much attention
Replying to @EdConwaySky
There’s a simultaneous race for battery materials.
Doubtless you’re already aware of this but the scale is nonetheless mind-boggling.
This chart shows you how much the UK will have to increase its supplies of lithium/cobalt/graphite by 2030.
Lithium/graphite up by 9,000%!
Compound Learning retweeted
The Humber Refinery in NE England.
This place looks and smells like a ghost of fossil fuel history. It's where they turn crude oil into petrol, jet fuel & many other petrochemical products.
It won't seem the obvious place to start a thread abt batteries.
But bear with me
🧵
Compound Learning retweeted
Yesterday I rented a boat and took the leader of one of Flexport's partners in Long Beach on a 3 hour of the port complex. Here's a thread about what I learned.
Compound Learning retweeted
In 1965, nuclear power generated slightly more electrons than renewable power. That gap widened for 40 years, tightened for 15, and now Renewable Power > Nuclear.
bp.com/en/global/corporate/e…
Compound Learning retweeted
Your periodic reminder that Nobel Prize winning is mostly driven by chocolate consumption.
Compound Learning retweeted
What three businesses do you think will follow this Blockbuster boom/bust cycle next?
‘A chess player can burn up to 6,000 calories a day while playing in a tournament, three times what an average person consumes in a day.’
@kumaraishwarya
espn.com/espn/story/_/id/275…
(2/2) ‘Leaks of the little-known gas in the UK and the rest of the EU in 2017 were the equivalent of putting an extra 1.3 million cars on the road. Levels are rising as an unintended consequence of the green energy boom.’
(1/2) ‘SF6...is a hugely effective insulating material for medium and high-voltage electrical installations... [but] it has the highest global warming potential of any known substance. It is 23,500 times more warming than CO2’
@MattMcGrathBBC
bbc.co.uk/news/science-envir…
(2/2) ‘And you think that John is the one who wanted to break them up but, when you hear this, he isn’t. Doesn’t that rewrite pretty much everything we thought we knew?”’
(1/2)‘“It’s a revelation,” @marklewisohn says. “The books have always told us that they knew Abbey Road was their last album and they wanted to go out on an artistic high. But no – they’re discussing the next album...”
(Interesting piece by @rwilliams1947)
theguardian.com/music/2019/s…
Useful infographic on the escalating US-China trade war.
‘So far, Washington has imposed tariffs on some $250bn of Chinese goods, while Beijing has retaliated with tariffs on $110bn of US products.’
bbc.com/news/business-495057…
A good piece by @NickPaumgarten on #measles and #antivaxxers - also a good reflection on the idea that one of the most urgent challenges society faces is how to stop outright wrong ideas.
newyorker.com/magazine/2019/…
This is a great thread from @foone that deserves a read all the way to the end.
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‘Putting ideas on paper is the best way to organize them in one place, and getting everything in one place is essential to understanding ideas as more than the gut reactions they often are.’
@morganhousel
collaborativefund.com/blog/w…
(4/4) ‘Overseers closely monitored slaves’ picking abilities and assigned each worker a unique quota. Falling short of that quota could get you beaten, but overshooting your target could bring misery the next day, because the master might respond by raising your picking rate.’
(3/4) ‘In the 60 years before the Civil War, the daily amount of cotton picked per enslaved worker increased 2.3% a year. That means that in 1862, the average enslaved fieldworker picked not 25% or 50% as much but 400% as much cotton than his or her counterpart did in 1801.’
(2/4) ‘As slave labor camps spread throughout the South, production surged. By 1831, the country was delivering nearly half the world’s raw cotton crop, with 350 million pounds picked that year. Just four years later, it harvested 500 million pounds.’
(1/4) This is a superb short history by @just_shelter on how slavery shaped emerging management, finance and accountancy in early capitalism - and the brutality that cold rationalism inflicted on the enslaved.
nytimes.com/interactive/2019…













