The Chamath-on-energy posts will continue until morale improves.

Note that Fermi's four AP1000s recently submitted for review, for a massive energy facility outside Amarillo, TX, is both outside the ERCOT territory and planned for behind-the-meter operation.

ur an ml engineer tuning matrices of 8bit ints for b2b saas, but you could be redesigning the largest machine on the planet instead

Just over a year. Be sure to take note of the derivative when updating your production cost models.

If knowledge is free, human agency is the premium. Not going to SF because it has gravity is super high agency. Highest future talent density will be found in Portland, Maine.

Spotted today way out in the Austin burbs: branded Model Y Robotaxi. Cybertruck with their rooftop computer vision rig doing ground truth data collection. Robotaxi at my doorstep yeeeees.

New Geographies 🌎 Expansion outside of Texas is one of the key initiatives Base Power . We're hiring for an n of 1, first of a kind role that leads the operational effort of doing so. If you're a self starter 0 to 1 type that likes to wear a ton of hats and build an

Average existing data center utilization at the meter straight from ERCOT. Looks awful high to me. Missing x-axis is single 24 hour day. y-axis is scaled MW. >85% load factor on average.

Herein lies the sea change. Operationally power markets have largely revolved around a smooth offer curve and nearly inelastic load bid curve. Communications and control were designed efficiently around it. A variety of load resources will just stretch out the bid curve. A

Big trucks. Bigger backup. Dallas, we’re headed your way…

American Power is American Power ⚡️ The grid is aging. Energy demand is accelerating thanks to AI. The pressures on the system are immense, and power is becoming more important than ever. Enter @BasePowerCo with a very *American* mission: more power, for less.

A battery's realtime market dream.