Texas is moving so fast, EIA can't keep up. According to S&P, at the end of Q2, ERCOT had 14,000 megawatts of batteries. According to ERCOT, we're now at 15,712 megawatts. Texas has added more batteries in the last quarter than PJM has added in its entire history.

Here you go flawssy as promised. The $HOOD rule of 131 on the $PLTR slide. 😳

Jerry Jones gas wells in East Texas Back of the napkin math tells me ~$5 billion revenue over the next 10 years. Does that sound right?

Yes

Aubrey___K Is that winery why tech has a good football team?

I love programming, and it's a little scary to think it might not be a big part of my job. But coding was always the easy part. The hard part is requirements, goals, feedback—figuring out what to build and whether it's working. There's still so much left to do, and plenty the

Prediction markets is Robinhood’s fastest growing business line ever. Our continued investment in this space reflects our focus on driving better innovation for our customers and adding value for shareholders.

If anyone needed any more evidence that AI is literally shale -- they also have pre training b-factors 🥹

yes

When I worked on the first iteration of securities lending at Robinhood, I lined up some customers to talk with them about it over the phone. I remember it’s was as simple as “call up some customers and see if they would use it” It still works

Says I missed the Robinhood countdown :(… it wouldn’t load

Western sky from Terlingua. Anyone know what this is?

Maybe I found out?

If oil gets cheap enough, it becomes electricity

Operator used AI to find feasible pay zones Gemini found a big potential in a shale well Still needs more validation with eng, but interesting approach anyone else used ai for this?

Thanks for the thought-provoking piece. My main critique is that you are overemphasizing flashy but low probability events like “left-handed bacteria,” while merely giving lip service to the risk of extreme economic concentration of power, which is very real and materializing

“Through 2029” 😂