
Gary Wentworth ๐
@cluster_6
High-tech R/E developer. AI will transform the world, enabled by data centers and power generation. $AAPL 2010 $TSLA 2013. $EOSE 2023. $ENVX 2023. $IREN 2024.
ID: 372183425
12-09-2011 09:12:04
20,20K Tweet
2,2K Followers
403 Following



Great article from Financial Times on mega-batteries today. One note, this chart needs to be updated. We're at 16.4% in Texas/ERCOT today. #txlege #txenergy 1/2









China has ~400GWh+ of annualized battery stationary storage capacity and the US has <60GWh? Critical for AI datacenters. WTF are we doing? Seriously... We need Tesla and $EOSE to ramp localized solutions, massively... FLNC too... Senator Dave McCormick Secretary Chris Wright


Electricity generation costs could go to zero and rates/bills would still go up. Every State has to recognize that we need to get more out of the transmission and distribution we have already paid for. Could be NG assets but will most likely be batteries. linkedin.com/posts/aaron-zuโฆ




Hey all! Vl๐ ฐ๏ธdimir๐ our favorite space organizer just joined the moderation team to help keep the nonsense in check and the conversation sharp!

