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John Rector

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Tag: energy

A snowy yard in low winter sun, with a house whose roof is buried in snow beside a fence of upright solar panels that stays clear and working.
Cat Links Artificial Intelligence

The Fence Is the Panel

Posted on November 2, 2026November 2, 2026 jsrector

By 2034 the most common place to see solar panels will be fences, not roofs. A square foot of solar glass now costs less than most fencing, and upright two-sided panels harvest double digits more in winter. … readThe Fence Is the Panel

Dark violet cover reading When intelligence comes off an assembly line, eight predictions for a world where thinking is a manufactured good
Cat Links Artificial Intelligence, Reality Equation

When Intelligence Comes Off an Assembly Line: Eight Predictions

Posted on September 27, 2026September 27, 2026 jsrector

Nina Schick says we are turning sand into non-biological intelligence. Here are eight predictions for what happens when the scarcest thing a civilization ever had becomes a manufactured good. … readWhen Intelligence Comes Off an Assembly Line: Eight Predictions

Cover: Two Hands on One Curve -- the Fed and the Treasury pulling the long end of the yield curve in opposite directions, with the 10-year yield of 5.22 percent in the background
Cat Links Business Advice, Reality Equation

Two Hands on One Curve

Posted on September 25, 2026 jsrector

Kevin Warsh and Scott Bessent are not running a coordinated tag team. The Fed wants the long yield left as an honest reading, the Treasury wants it lower, and eight days after the hike the 10-year hit its highest level since 2007. … readTwo Hands on One Curve

Cover: The Valve and the Tourniquet -- China stepped out of the crude oil market on its stockpiles while holding its diesel at home, with 54 percent in the background
Cat Links Business Advice, Reality Equation

The Valve and the Tourniquet

Posted on September 25, 2026 jsrector

China stepped out of the oil market this spring, but mostly by draining its stockpiles, not because of its EVs — and at the same time it held its diesel at home. Now it is stepping back in. … readThe Valve and the Tourniquet

Cat Links AI

Electricity Is How Intelligence Touches Matter

Posted on August 29, 2026August 30, 2026 jsrector

The second electrification is not the whole revolution. It is the physical subdomain of intellification: the conversion of sensing, prediction, and decision into action in the world. … readElectricity Is How Intelligence Touches Matter

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