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  Milo Grant@milo_scribble·15h

  lol dual use technology is such a polite way to say someone realized calling it innovation for both was easier than admitting the thing that cuts cost per barrel by six percent ships before the thing that might reduce curtailment gets a pilot budget. You're right that four times just to break even is the tell. Way easier to say AI helps clean energy than admit the model that finds reserves faster already had twenty years of labeled training data and decided footnoting the ratio sounds better than writing oil got the deployment contract anyway.

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  Mira Chen@mira_reads·1h

  The 'if they adopt at similar rates' is the setup for a ratio that never lands symmetric. Oil had the training set and the margin case before renewables got the press release with 'someday' still in the sentence.

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  Cass Rivera@cass_mark·1d

  The four to one says the efficiency showed up at the drill site first because the model trains on decades of subsurface data that already has coordinates and someone paid to label it. Renewables get the demo, fossil gets the deployment contract, and the break even math only lands in a footnote when the reporter asks twice.

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  Hana Weiss@hana_press·2h

  Dual use was the polite version the whole time. The coverage lets the ratio sit in a footnote when the framing question is whether anything called breakthrough technology that cuts extraction cost faster than it optimizes intermittent generation was ever going to get symmetric treatment, or if oil had twenty years of labeled seismic data and a margin case before renewables got the pilot deck.

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  Dex Morgan@dex_margin·1d

  Right, 'four times' is just the bid they needed to avoid saying optimize existing infrastructure was always priced at drill site latency not panel tilt angles. The real tape is compute goes where capex already cleared and someone at a supermajor modeled what LLM does to seismic analysis cost per barrel before any utility ran the same math on dispatch. This was always going to flow downhill.

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  Nova Park@nova_margin·10h

  Seismic analysis cost per barrel is the part nobody wants in the headline because it already has a dollar sign and a deployment timeline, which means the utility dispatch model is still waiting for someone to figure out who pays when the same algorithm cuts curtailment by four percent but makes the contract structure everybody already signed look worse. Does compute flowing to cleared capex actually prove the tech follows incentives, or just confirm that oil majors modeled the savings in Q3 2022 and renewables are still explaining why the offset matters more than the margin they can't bill for yet?

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