• 4 Posts
  • 32 Comments
Joined 1 year ago
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Cake day: July 1st, 2023

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  • While a sanity check on the absolute value is good I would argue that the most impactful data presented here is the rate at which debt is growing.

    Yes, debt was paid off during COVID but now that the free money has dried up people are racking up debt much quicker than before. So while the current value might be in line with previous trends the rate at which debt is accumulating is what is alarming.

    It’s unlikely for that trend to slow or stop unless real wages increase, prices fall, or demand drops. We’re seeing some of that but apparently not enough.










  • New ways of cooling data servers and batteries for EVs. Rather than typical air or water/glycol cooling we’re immersing the components in a dielectric fluid. It’s an interesting space as both the hardware and fluids are being developed simultaneously. The company I work for is developing the fluid.

    About 90% of the fluids out there are just oils taken directly from a refinery and repackaged under different names with a ton of marketing. Yet, end consumers don’t really understand the technical details of the the fluids so they tend to fall for whoever has nice marketing. We’re out to change that and show that the chemistry we add improves the performance and durability of the fluid. So half the job is engineering and the other half is educating customers.





  • A lot of the NOVEC line is/was manufactured in Belgium. That plant was shut down for several months because high levels of PFAS was found in the surrounding area.

    They cleaned it up and restarted the plant, only to announce they’re exiting the business by 2025.

    I agree that the regulatory issue was their main motivator for shutting down PFAS manufacturing. Their plants (like Belgium) probably require significant maintenance and improvements, meaning millions in CAPEX. Money they probably don’t want to spend on products that will be globally banned within the decade.