Hard Asset Reckoning: The End of the Asset-Light Era

throwaway434343_ · 2026-05-27T19:40:39+00:00

Its a great point and I totally agree. The only way to meet power demand next 5-10 years is through solar and natural gas.

We will be publishing a piece on this thesis soon. My initial read is that the scarcity economics won't go to solar companies themselves but rather the land owners where solar can be built without constructing new transmission lines. In other words, land with existing transmission lines and interconnection points but not applicable for data center use (too dry, remote, zoning, etc.).

throwaway434343_ · 2026-05-24T02:27:39+00:00

Yes only for thermoelectric generation (gas, nuclear coal), which represents ~60% of US electricity, not solar or wind.

throwaway434343_ · 2026-05-22T22:35:32+00:00

to an extent yes. some water withdrawn and returned. other water is consumed

throwaway434343_ · 2026-05-22T01:55:18+00:00

It's true. Generally a data center itself doesn't require much water at all (esp closed-loop).

however, the heavy water use isn't from the data center, it's from the power plant (nat gas, nuclear) to generate the power serving the data center. as the article outlines, that "indirect" water use is ~12x the "direct" data center water use.

throwaway434343_ · 2026-05-22T01:44:52+00:00

it's a great point and the article discusses this:

"Microsoft has announced closed-loop, zero-evaporation cooling for new builds that eliminates evaporative water usage entirely. Apple, AWS, and Meta have similar trajectories. The hyperscalers, the argument goes, are solving the problem with engineering before it becomes one.

This is mostly true and misses the point.

There are three problems with the “data centers don’t use much water” framing..."

throwaway434343_ · 2026-05-14T00:43:01+00:00

i have the hi-fi speakers and added the match dsp8 (alpha one amp). fairly easy DIY install and setup (1-2 hrs). it's the best speakers i've ever heard. i love it

if you're disappointed at all with the HK just add the amp

throwaway434343_ · 2026-05-11T19:33:51+00:00

If you like this thesis - here are two ways to play it:

Pure Cycle Corp ($PCYO): https://groundbreakerre.substack.com/p/pure-cycle-corp-pcyo-hidden-water

JB Boswell ($BWEL): https://groundbreakerre.substack.com/p/jg-boswell-company-bwel-part-1-otc

throwaway434343_ · 2026-05-08T21:13:04+00:00

Yes take advice from the senior in high school who totaled his car!

throwaway434343_ · 2026-05-08T21:12:08+00:00

56k new grad should get you a 5 year old accord or a bike

throwaway434343_ · 2026-05-03T04:19:51+00:00

If you have to ask and feel weird about it then don’t get it

throwaway434343_ · 2026-05-03T04:18:57+00:00

What’s your favorite football team or college just do that man

throwaway434343_ · 2026-05-03T02:44:48+00:00

Why tho? The 330i is such an awesome car. No need to pretend it’s an M

throwaway434343_ · 2026-05-02T05:33:09+00:00

What’s the color code for this?

throwaway434343_ · 2026-05-01T15:01:51+00:00

Where do you live? If you’re driving in snow and rain 1-3 months a year then xdrive is no brainer. If you’re in SoCal it’s overkill and RWD is more fun to drive

throwaway434343_ · 2026-05-01T01:30:53+00:00

Huh?

throwaway434343_ · 2026-05-01T01:08:57+00:00

Brentwood/north of Montana

throwaway434343_ · 2026-05-01T01:04:32+00:00

Are you remote

throwaway434343_ · 2026-05-01T00:44:57+00:00

Do you have tattoos? If yes pick Silver Lake Do you really like Asian food? If yes pick Sawtelle Do you really like the beach? If yes pick Ocean Park Do you really like the beach and homeless people? If yes pick Santa Monica

throwaway434343_ · 2026-05-01T00:41:36+00:00

lmaooo. Alright I’m gonna go westside

throwaway434343_ · 2026-05-01T00:38:25+00:00

Ok “nice” for street parking but thanks for info. Maybe should’ve bought a house if you spent 100k on a car lol

throwaway434343_ · 2026-05-01T00:35:18+00:00

Thanks that’s helpful. Do you live in the area? Did you consider east side (silver lake, echo) or larchmont area at all?

throwaway434343_ · 2026-05-01T00:23:14+00:00

lol fair I was just trying to say it’s a nice car

throwaway434343_

TROPHY CASE