• Brave New Waterworld

    So, I was interested to read this Twitter thread from Yishan Wong regarding desalination technology. If you want to know the next big thing in "real atoms" investment macro-trends, I'll tell you right now.(1/x)— Yishan (@yishan) May 11, 2021 To summarize: 1) Water is fundamental to life, and water scarcity will continue to be a critical issue. 2) The per kwh cost of producing energy by solar is now lower than from fossil fuels, and continues to fall at a rate of 50% every 4-5 years. 3) It is now cheaper to build a new