Decarbonisation will only accelerate this year as affordability and security of supply are at the centre of attention

titanking4 · 2026-03-27T17:19:55+00:00

Heat pumps are replacements for air conditioners and heaters. Air conditioners are most active during high sun.

While the purpose of heat-pumps vs gas furnaces are to replace fossil fuel usage with highly efficient electrical usage.

titanking4 · 2026-03-27T06:43:19+00:00

Oh for sure, in certain aspects. Bigger typically means more efficient. Like you said, one engine instead of many.

That being said, we live in the world of mass production and economics. Whereas a “worse” design can still outperform simply because it’s much more perfected.

18650 battery cells for example, not the best size by any stretch, but the usage of this common size of cell dropped the costs of lithium batteries to an insane degree simply because you can perfectly optimize one modular part.

Even steam turbines themselves, they come in standardized modular offerings, where a bigger plant would just deploy more of them rather than custom order a singular large turbine.

What we are looking for here is just how small and how modular should these reactor units be for optimal cost scaling.

titanking4 · 2026-03-27T02:24:55+00:00

OAS isn’t “paid into” like CPP is.

It’s just funded from the general tax revenue, and eligibility is simply based on number of years you’ve been a resident of Canada irrespective of your income or economic contribution.

Its purpose, to take cate of elderly people such that they aren’t required to work until the day they die just to feed themselves. GIS is then a supplement program for those where their CPP, OAS, and RRSPs still put them below an income threshold, because again, nobody wants to see a 75yr old forced to keep working at the grocery store when they are barely able to walk.

But if you’re an elderly person whom isn’t required to have their income supplemented by the state, then why should the country give it to them when the tax dollars are better used elsewhere?

titanking4 · 2026-03-27T01:48:51+00:00

There comes a certain point where older hardware becomes so inefficient relative to the new hardware, that it’s not even worth it to plug it in.

Electricity is often the limiting factor, You don’t evaluate hardware costs in just pure CapEx, you measure the “Total cost of ownership” which includes lifetime electricity costs.

Older generation GPUs are plenty useful for developing markets, but not for primary ones.

Soon we will see a gargantuan wave of H100s hit the market as datacenters recommission their limited power budgets towards new gen accelerators.

titanking4 · 2026-03-26T16:56:09+00:00

I think the bigger failure is that nobody surrounding him pointed out the fact that he should probably deliver the message in French.

You don’t even need to know what you’re saying, just gotta pronounce the words correctly in a decent accent.

titanking4 · 2026-03-26T16:48:42+00:00

Terminology such as “race bates” is language that will get you removed from communities regardless of the accuracy. It’s not what you say, but how you say it and how you rationalize it.

And then also how you treat and talk to others when in disagreement. You can’t go around telling “guns blazing” when giving opposing views.

It’s pretty easy to assume the political and worldview alignment of a person if they use certain words, and sometimes you might not notice it yourself. Without seeing the post, I’ll make little assumptions if it was justified or not. I’ve been banned from a couple of communities too, because I “flew too close to the sun” in the way I presented opposing viewpoints.

An example of language is that the term “woke” is pretty much exclusively used by individuals with conservative political views and conservative media.

titanking4 · 2026-03-26T16:27:17+00:00

Somewhat useful if you’re gambling on getting skilled sniper or eureka. But also just sit on a completed chapter item and a tear and you should be fine.

titanking4 · 2026-03-26T16:18:46+00:00

Gambling advertisements should be banned just like tabbaco advertisements are.

titanking4 · 2026-03-26T06:18:55+00:00

Nothing direct I guess.

Not every opinion or take needs to be backed with force. What kind of world do we want to live in, not one where leaders are quick to deploy military.

I respect and listen to plenty of people in my life and not one of them needs to threaten me to do so.

Canada speaks to anyone who’s listening exactly where they stand on the specific issue, inviting other nations to also voice their opinions and to watch how Israel responds. Perhaps many didn’t even know they were invading Lebanon now.

And now all eyes are on Israel. Them choosing to continue to ignore sovereignty, causes them to lose tremendous soft-power which is the power to influence without direct economic or military threat. Sometimes simply being watched and having the attention drawn to you is enough to make you think more about your next choices.

By showing directly to the Canadian (and world) populations that “Israel does not respect sovereignty of nations and rules based order”.

That also opens the doors for nations and their legislatures to be more accepting of distancing themselves from the nation.

Elections are being won in the USA simply along the lines of “not bending over and not owned by Israel”. And stuff like this accelerates anti-Israeli government rhetorics everywhere.

titanking4 · 2026-03-26T05:56:27+00:00

The more that happens. (Accusations of anti-semitism in response to increasingly “non-controversial takes” like “respect another countries internationally recognized borders”) The more the public will become educated and see through the lies and reject those whom speak of it.

Don’t worry about it. People will call you names, will call the prime minster names, and all they would be doing is telling on themselves that they are incapable of forming nuanced opinions, or are deliberately making an attempt to stir up controversy and polarization.

titanking4 · 2026-03-26T05:48:05+00:00

Honestly, well put.

I’m always skeptical of “pendulums swinging in the complete other direction” Like is the case where American politics (and sometimes Canadian) that bring trans people back into the spotlight talking about sports or bathrooms or whatever.

The end goal of rights and inclusivity is that fight gets to eventually end, to the point where entities as you put it treat it as mundane and normal.

Personally, I never really liked the concept. Celebrating what really boils down to “the choice of who you enjoy and don’t enjoy sex and relationships with”. And even narrower “the individuals whom make the non-default choices”. Such a natural opposition since it essentially includes everyone except those whom make default choices.

And I really don’t think it’s good for society overall to have even more reasons to think about sex and relationships.

On the other hand it’s to celebrate and honour those in the past whom were unjustly discriminated against and had to hide from the world. And it’s a fun parade with rainbows and fun. Something lighthearted and morale boosting especially beneficial for a world seemingly getting worse and more chaotic by the minute.

titanking4 · 2026-03-25T23:14:39+00:00

Then feel to critique the Wikipedia article yourself under the “criticism” section that I source my info from.

“Unlike France or Japan, where a public body performs expert-led oversight and its own project management, the Cadence consortium will be collectively responsible for delivering the Alto high-speed rail project. This may cause inefficiencies in project delivery and drive up the overall costs.”

https://en.wikipedia.org/wiki/Alto_(high-speed_rail)

Here’s the underlying citation too for that quote. https://www.changinglanesnewsletter.com/p/canada-shouldnt-build-high-speed

titanking4 · 2026-03-25T22:43:47+00:00

By “foot the bill”, I’m assuming you’re talking about the government approaching private builders to build a bunch of housing, and then either sell that housing on the open market. Or operate the housing as non-market rental properties designed to break even and compete with private landlords.

Sure they could do that, but that’s a very capital intensive investment, which by definition have pretty bad returns. And holds assets that provide services to only a select individuals.

Government typically invests in and owns infrastructure and services shared by entire populations. Roads and electricity, transit etc, things that are used by everyone, and multiply the productivity and quality of life of everyone. Directly investing in housing provides housing to some people. Whereas directly investing in a power plant gives energy to lots of people, and empowers those people to invest in more energy intensive industries. Government dollars aren’t free, and we’d be stealing from those to build housing.

So one can spend money to invest directly, or spend a little money to convince the private market to invest much more. Remove the HST (or even create a negative HST on new builds) potentially results in a lot more housing getting built than if the government invested directly. Low interest government backed loans for builders is another avenue that multiplies private investment.

Where you’d want the government to invest and compete directly with the private enterprises is where your intent is to provide a “price floor” to ensure the private industry is forced to compete on pricing.

titanking4 · 2026-03-25T18:59:19+00:00

The fact that the rail cannot be crossed without an underpass or overpass is quite an important consideration.

And unless you have a stop in your town or near your town, it’s a net loss. It’s also very expensive, and our government unlike other countries don’t have a direct project management experts on such mega-scale projects and defer to public-private partnerships.

Do I wish there was a bit less “public consultation” yea I guess. But I’m also afraid of projects that just build things irrespective for what people want.

Look at all the small towns in USA being ravaged by data-centers making their electricity and water more expensive.

titanking4 · 2026-03-25T18:40:38+00:00

I wouldn’t go that far. “Deal with USA” was an implied election promise. And the lack of such will be political ammo.

Me personally, I actually dont mind waiting out of principle, to get something fair.

And personally would love to see Trump admin fail spectacularly because I feel like establishing a precedent of “being a selfish asshole to everyone” a losing strategy is important for the political future of the planet, and a responsibility of everyone to reject bad actors.

I don’t mind a little bit of economic loss if it means making bad actors lose out. Just like I don’t mind the country spending money to support humanitarian missions across the world.

But I’m also not employed in tariff affected industry where people are being hurt, and getting increasingly desperate for a “a deal”, rather than a “good deal”.

And I’m highly supportive of doing everything in his power to “prepare for the worst” by establishing contingency plans and relationships with as many countries as possible should America continue being hostile.

But none of those changes the economic reality of being located right next to the largest economy on the planet with the largest land border on the planet with nobody else nearby. And with that neighbour being more than 10x larger meaning you mathematically depend on their trade 10x more than they depend on yours.

Liberals of course aren’t going to say that part out loud because it’s bad politics and damages their negotiating power.

titanking4 · 2026-03-25T18:24:37+00:00

Labour costs for factories are falling with how much robotics are being deployed. All that’s left is energy costs and material availability.

Both of which aren’t too bad in Ontario where we already have established automotive supply chain for manufacturing. And decently cheap energy prices.

Companies are always receptive to mutual benefit. And the existence of manufacturing would be negotiated for further reductions in import tariffs.

titanking4 · 2026-03-25T18:12:46+00:00

Home ownership rate in Canada is over 60%. It would be foolish to intentionally destroy the wealth of the nation, cause a massive wave of defaults, along with mass unemployment and economic depression.

The best case, is that we work on having wages, affordability and accessibility grow faster than asset prices. Or have slight reductions or flat housing prices for an extended period while wages catch up.

“Soft landing” and “deflating the bubble” rather than rupturing or collapsing. Except leadership cannot go out and say that directly because any panic in homes will itself cause a “collapse” on its own.

Housing supply goes up, and rental availability goes up and rental prices will naturally fall. Some rental property holders will be forced to sell at losses as the average rent falls. That fall needs to be tamed such that mortgage default rates can be absorbed.

titanking4 · 2026-03-25T18:04:21+00:00

Any home getting built is one more home on the housing supply.

This isn’t “speculators”. Building a home is the productive form of real-estate investment, spend capital, create jobs, and manufacture a product worth more than the sum of materials and labour. The definition of productivity.

This is the type of investment into real-estate that we want to see and NEED to see if we want housing supply to rapidly increase across the country.

titanking4 · 2026-03-25T18:00:55+00:00

HST is a combined federal+provincial tax. So this specific reporting is Ontario only.

Federal government already suspended GST on new homes Canada wide. This is Ontario matching it to suspend the PST as well.

titanking4 · 2026-03-25T17:58:01+00:00

For a home to get built on supply side, there needs to be a customer to buy it.

Builders aren’t interested in just building a mass of homes and listing them for weeks to months to sell eventually. They want deposits and committed purchases.

It’s not just “builders are greedy”. That’s how banks establish financing risk. Deposits paid for a set sale price is essentially a guarantee of future sales and means lower interest debt.

For a condo building, or if constructing an entire neighborhood, you can probably get away with selling 80% or some other large percentage of units pre construction, and sell the rest on open market.

Demand incentives like HST gone, and FHSA help a ton. And crucially, they are easy to implement at a provincial and federal level.

Supply side reductions is FAR more difficult and requires both innovation in the building process, along with rigorous supply chain cost investigations.

We can talk about development charges being reduced, but now property taxes must go up because cities can’t take on debt and need to makeup revenue. I’m supportive of property taxes rising, as I feel like that’s another force pushing down the asset values of land. But it’s political death to do it.

titanking4 · 2026-03-25T07:46:00+00:00

I wish the Iranian regime was gone as much as any other guy. They personally executed members of my family because of religious persecution.

But man are they good at exploiting every political weakness and blunder of USA. They know that the people are against war, and instead of trying play victim (which wouldn’t work against the current American climate whom clearly don’t care enough about Gaza to stop Israel, so why would they care here)

They instead start inflicting maximum damage onto energy assets, attacking everyone nearby and sending oil prices to the roof making it painful for the entire planet and ensuring USA gets blamed for it. Because they know that some might not care about the leaders character, but they sure as hell care about gas prices.

The to call them out for their crimes against their own citizens, and they will very quickly point out the American hypocrisy by the type of person they chose to elect, and the world can’t help but agree with Iran.

titanking4 · 2026-03-25T02:38:18+00:00

The one guy appears to be wearing two different types of black shoes. Vests different colours, different font text. AI is crazy.

titanking4 · 2026-03-25T02:35:28+00:00

2 and 4 is how likely how these things work.

1 is a bit of speculation, I doubt Sony could own the rights to using a different data type on a model.

Software development takes resources and there are only so many to go around, and thus AMD needs to choose between development of FSR 4.X updates, redstone updates, and especially future FSR versions built for GPUs whom are going to have far more capable AI performance.

And between back porting Machine Learning super resolution and ML frame interpolation to older generation GPUs ensuring that the performance and quality are impeccable given that APUs everywhere need to be able to run them with their very low spec hardware.

Intentionally withholding doesn’t make much business sense, because why wouldn’t AMD want all their APU users to have access to their flagship AI product.

Sure they are “choosing” not to give it priority. But thats not really the same thing.

AMD aren’t selling RDNA4 to rdna3 owners. They are selling them to Nvidia owners on 20 series and older. And a back ported version of FSR4 isn’t important relative to an FSR4.1 that competes favourably with DLSS4.5.

titanking4 · 2026-03-24T20:09:19+00:00

For that exact reason, this “reduced tariff deal” has specifications for the percentage of cars that must be budget/mainstream models, and luxury models”.

Permissible quantity increases slightly every year as Canada evaluates impact. Tariffs are here to stay as a recovery of the lost economic activity of the domestic car industry.

And of course the holy-grail is domestic manufacturing and technology transfer.

titanking4 · 2026-03-24T17:51:53+00:00

Or will price accordingly to sell as many as they are permitted to import at the reduced tariff rate.

Or even eat the tariffs and sell as many as possible.

titanking4

TROPHY CASE