eat, pray, interconnect

it's just going to be Notion

News release: ERCOT Goes Live with Real-Time Co-optimization Plus Batteries (RTC+B). This key market design change will provide operational and reliability benefits to the ERCOT market. Read more: bit.ly/4iFYOi5

The natural gas thesis is actually so simple. And I’m not using, whether related volatility to get ahead of myself here. The data centre guys will take every single molecule up to $5-7/MMBtu. The LNG exporters (international buyers) will take every single molecule up to

softlaunching the Jimmy Liu at notion arc!

we are going to unlock american terawatts.

The French beat us to “power too cheap to meter”. How did America allow the French beat us at our own game!? Unacceptable!

Datacenters are a clear path to energy abundance

most important and probably least reported change in american electric power in decades

Almost 24 hours of no electricity in San Francisco. This is why monopolies don't work.

over the weekend san francisco suffered a catastrophic power outage. hundreds of thousands of people were left in the dark, and the streets were mayhem with traffic lights out. we still don’t know the cause but the implication is clear: america must upgrade the power grid.

Today, Browserbase announced the launch of their x402 endpoint, enabling secure, real browser sessions to be programmatically purchased and executed by AI agents. Any LLM or agent with a wallet can now discover Browserbase, understand pricing transparently, and pay per session

Robots need data. This is how we're going to get it.

monta vista harker lynbrook paly gunn bellarmine South Bay’s only path out of the upper middle class

Desalination is a good example of the “consequences of AI” thesis. Water is obviously critical, but current generation desalination uses a prohibitive amount of energy. As AI-led infrastructure spend brings down the cost of electricity, and technology makes desalination more

Neil Chatterjee, chairman of FERC in Trump’s first administration, said Wright’s initiative “is the most consequential thing in energy going right now.” wsj.com/politics/polic…

Subsea Power Cables French company Nexans just set a new world record in the subsea power cable industry after installing a 500 kV high-voltage direct current (HVDC) subsea cable at a depth of 2,150 meters (7,000ft) on Italy’s Tyrrhenian Link project. The installation,

build more power …

it’s railroads all the way down

I should’ve added some nuance here: I started my fund because I am a perma-bull, but I came to the Bay during Covid so I think a lot about liquidity & DPI. Everyone agrees there will be a trail of bodies just like 2021 but we’re in the middle of a cycle & no one knows when it