kaykl.uz

@kaykluz
1 Followers
7 Following
19 Posts

Africa doesn’t need nuclear power to run AI data centers — at least, not yet.
The hype around SMRs misses cheaper, faster, proven options already available on the continent.
Read here: https://open.substack.com/pub/kaykluz/p/why-africa-doesnt-need-nuclear-power?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Thanks @FrankEleanya & @TechCabal for surfacing the conversation.

#ArtificialIntelligence
#AfricaTech
#DataCenters
#RenewableEnergy
#NuclearEnergy

Why Africa Doesn’t Need Nuclear Power for AI (Probably)

A Response to MTN Nigeria's Nuclear Vision as reported by Tech Cabal

kaykl.uz

AI is hungry for energy. But should Africa bet on nuclear? My answer: no. At least, not yet.
Small modular reactors are still theoretical, years away, and nowhere near the economics Africa needs today.
The real opportunity? Smarter, faster, cheaper renewables, hybrids, and grids.
Energy strategy matters more than hype.

Read the argument here: https://open.substack.com/pub/kaykluz/p/why-africa-doesnt-need-nuclear-power?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Why Africa Doesn’t Need Nuclear Power for AI (Probably)

A Response to MTN Nigeria's Nuclear Vision as reported by Tech Cabal

kaykl.uz

Week 6 of my #ThirdWayEnergy series is live! 📚
Today: Biomass gasification engineering from first principles. I break down the Boudouard reaction, explain tar formation physics, and share Python code for gasifier design.
Plus: A free interactive Colab notebook so you can design your own gasifier!

#OpenScience #RenewableEnergy #PhDLife

https://open.substack.com/pub/kaykluz/p/ep-6-how-to-turn-agricultural-waste?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Ep. 6 - How to Turn Agricultural Waste into Gas: The Design Guide

Building your first biomass gasification model from scratch (with Python code you can use to design your gasifier)

kaykl.uz

Energy needs Software in Africa.

This won't create one unicorn. It'll create DOZENS.

Every vertical in African energy needs its category leader. Who's building? My DMs are open.

Full breakdown: https://open.substack.com/pub/kaykluz/p/why-is-no-one-building-the-software?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Why Is No One Building the Software Stack for Energy in Africa?

wondering if I'm the only one seeing this

kaykl.uz

Valuation is simple.

One question: What is something worth?

The formulas, the multiples, the “WACC” you pretend to understand — all just ways of making the guess look scientific.

TL;DR: It’s all made up, but some people make it up better.

I broke it down in a long read: https://open.substack.com/pub/kaykluz/p/the-complete-idiots-guide-to-valuation?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

The Complete Idiot's Guide to Valuation

(By Someone Who's Still Figuring It Out)

kaykl.uz
The Last Apprentices

Every day, We’re Losing the Skills That Built Civilization. Another master retires without passing it on. Another piece of human knowledge disappears.

kaykl.uz

Africa Can Win the AI Race

I theorise why the continent everyone ignores is about to capture a trillion-dollar market.

This isn't inspirational BS. It's thermodynamics.

While you're debating whether SF or Austin has better tacos for engineers, physics is dictating that AI compute must move to where energy is cheapest.

That's not California.
That's not Europe.
That's Africa.

https://open.substack.com/pub/kaykluz/p/1-africas-ai-energy-infrastructure?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Energy is how Africa wins at AI

Chapter 1: The Global AI Energy Demand Explosion and Africa's Thermodynamic Advantage

kaykl.uz

MONTH 1 STATS:
☕ Coffee consumed: 97 cups
😴 Sleep lost: yes
📊 Models built: 12
✅ Models that work: 3
🧠 Sanity remaining: debatable
📧 Angry emails from supervisor: classified

Oh and Saudi announced 15 GIGAWATTS of solar

I need a nap https://open.substack.com/pub/kaykluz/p/ep4-month-1-confessions-what-surprised?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

#EnergyResearch #PhDChaos #RenewableEnergy #AcademicLife #ResearchBlog #SaudiArabia #CoffeeAddict

Ep.4 - Month 1 Confessions: What Surprised Me About Energy Research

Or: How I learned to stop worrying and embrace the chaos

kaykl.uz

The year is 2025. Your laptop is a prop. Your commute is a stage direction. Your main deliverable is your physical presence.

Your job is to perform "human."

The AI is doing the work. You are the alibi. 🎭

https://open.substack.com/pub/kaykluz/p/we-are-all-performing-work-now?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

we are all "performing" work now 🎭

At some point between the last Zoom call of 2024 and the first mandatory office meeting of 2025, we collectively began pretending we hadn't noticed that artificial intelligence was doing our jobs better than us.

kaykl.uz

The year is 2025. Your laptop is a prop. Your commute is a stage direction. Your main deliverable is your physical presence.

Your job is to perform "human."

The AI is doing the work. You are the alibi. 🎭

https://open.substack.com/pub/kaykluz/p/we-are-all-performing-work-now?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

we are all "performing" work now 🎭

At some point between the last Zoom call of 2024 and the first mandatory office meeting of 2025, we collectively began pretending we hadn't noticed that artificial intelligence was doing our jobs better than us.

kaykl.uz