only the paranoid survive

it would be really helpful to hear this statement validated by an independent voice, w due respect

July 11 #chartoftheday It’s Friday… you know what that means: time to get weird. A Wisconsin solar project approval docket includes a two-page diagram explaining the structure and function of a horse’s ear. Yes, really. Yes, there’s a picture. No, we don’t know why. That is

July 15 #chartoftheday In Nevada, NV Energy’s June 2025 Distribution Reliability Report is out. Top cause of outages over the last 24 months? “Unknown.” (Yes, really.) More from the PUC filing 👉 app.halcyon.io/processes/7152…

July 16 #chartoftheday A major utility handoff is on the table in New Mexico. Regulators are reviewing a plan to transfer New Mexico Gas Company from public ownership under Emera Inc. to a private equity firm, Bernhard Capital, via its BCP Infrastructure Funds. Here's the before-and-after

July 17 #chartoftheday In Virginia, Appalachian Power (APCo) is seeking approval to securitize $1.375B in storm recovery and coal plant costs. The move could save customers $175.5M (NPV), or $11.44/month for typical households vs. traditional recovery. More here 👉

July 18 #chartoftheday Electric and gas bills could rise for 1.2M+ New Yorkers. NYSEG and RG&E want state approval to raise rates by $850M starting next year. Some NYSEG gas customers could see monthly bills jump 33.5%. 📊 app.halcyon.io/processes/7ab9…

Iykyk

Your VC asks you to travel half way around the world for a fireside chat …

Possibly the greatest tweet of all time

July 21 #chartoftheday In Arizona, regulators say they have “very little confidence” in data from Thim Utility and Thim Water. At Rancho Vista, 84.3% of water pumped in 2024 was lost — 12.6M gallons out of 15M, per ACC staff. Data also conflicted with ADEQ and ADWR records.

gigawhat?

⚡️🤓👇

Can someone check my math here but if we assume equivalent cost of $30k per H100 that would be a proposed … $1.5 trillion buildout? Right?