Every big firm today was, at one point, the best-run and most vicious survivor of a massive shakeout. There were once thousands of car companies (& typewriter firms & calculator firms & vacuum tube firms...) Competition in new tech industries has been tough for centuries.

"The data suggests that ethical investing can deliver impressive risk-adjusted returns — especially if it takes the form of a long/short strategy that shorts the lowest-ranked companies." - JUST Capital Data are similar in a recently published GS note that shows premium

This is a great read, and an important one, from Liam Denning

Some of the most interesting & meaningful demonstrations of co-intelligence are where subject matter experts find something that an LLM can do that is amazing/useful in their area of expertise. Filling in for skills you don’t have is helpful, but extending expertise is more so.

NEW: Conventional combustion-engine car sales just fell 28% year-on-year in August, driving their share of the world's top auto market to a record-low 46% NEV sales, including BEV and PHEV, climbed 43% year-on-year in August – and 35% in 2024ytd The 54% market share for NEVs in

TFW Jan Rosenow posts your chart before you could. want more like this? It’s from my newsletter: nathanielbullard.com/#subscribe

A solar story. nathanielbullard.com/#subscribe

Congratulations to Tim Latimer and the entire Fervo Energy team on some outstanding performance milestones. Geothermal tech that is inline with NREL's advanced technology case...but a decade ahead of schedule.

An incredible chart about geothermal technology progress (if you know, you know).

The Taylor Swift endorsement has landed.

"A platform that learns from users is also a platform that solves problems that users care about" Nat Bullard ⚡️ #AI #RAG halcyon.eco/blog/constrain…

Interconnection study timelines have nearly doubled across the US since 2017, except in ERCOT, where avg. timelines have actually dropped- such that ERCOT was almost 2X faster since 2020. #InterconnectionWeek

Some context on today's AI-fueled energy surge: We have navigated energy demand ↑ in the past. No reason to panic; reason to plan. We can leverage demand in one critical sector (AI) to scale innovation in another (clean energy) IF we make this an urgent national priority.

Don’t often laugh out loud at podcasts but this one (Tracy Alloway to Joe Weisenthal and Downtown Josh Brown) made it happen. “The feedback came back that we were so weird and off-putting that we should be played by played by puppets”

Microsoft, BlackRock form group to raise $100 billion to invest in AI data centers and power cnbc.com/2024/09/17/mic…

Very excited to see what Charles Hua is building at PowerLines. He's uncommonly well-versed already in this world and approaches it with empathy and an urge to solve problems. Bravo.

Uh oh. Don't tell the "EV sales have stalled" folks, but August saw a set of new records in the US: -Most plug-in vehicles sold (145k) -Most battery electric vehicles sold (121k) -Highest battery electric (8.6%) and plug-in vehicle sales shares (10.2%) Hybrids are also growing

NEW: The rise of global solar this year was significantly underestimated. AGAIN. Of the 6 major forecasters out there, all of them have been scrambling to update their forecasts through this year..

New from Ember: just under 600 gigawatts of solar installations expected in 2024.

Automakers kicked off the decade with a flurry of long-term EV sales targets, plus an array of commitments to phase out sales of gas-guzzling vehicles. Many are now back-tracking. Volvo Cars, Mercedes-Benz and Ford Motor Company are among the legacy automakers hedging on their EV strategies