60% of the American companies on Fortune's list of top AI innovators have an immigrant founder. The world’s top talent overwhelmingly wants to come to US. This is a incredible advantage. American leadership in AI depends on allowing, even encouraging, high-skilled immigration.

"We project that 2GW and 5GW data centers will be needed to develop single advanced AI models for Anthropic in 2027 and 2028, respectively. With several other U.S. companies developing frontier AI models, we expect total frontier AI training demands in America to reach 20-25GW in

I don't think this matters for the power generation industry. Investors need to expect political volatility (we're living it!) and plan for the worst case - whatever that might be for the investment you are making.

We are proud to announce that Republic Transmission, an affiliate of LS Power, was selected by Midcontinent ISO to develop a new 345 kV transmission line that will run approximately 26 miles from the Reid EHV Substation in Kentucky to the Culley Substation in Indiana. This

.LS Power's affiliate, Republic Transmission, earned the first competitive award from Midcontinent ISO’s Long-Range Transmission Planning Tranche 2.1 portfolio. Republic Transmission’s winning proposal highlights how competition drives innovation and cost-efficiency, delivering

We’re excited to announce the launch of the new lspowergrid.com! Explore our projects, learn about our innovative approach to #transmission development and operations, and see how we’re delivering #energy solutions across the country. #energytwitter #poweringthefuture

LS Power Grid California is powering communities in San Jose. Our Power Santa Clara Valley project was proud to sponsor the Guadalupe River Park Conservancy’s Window on the River Park event in June. The Guadalupe River Park Conservancy works to restore and maintain Guadalupe River Park & Gardens and

We’re proud to share that @LSPower COO, Darpan Kapadia, has been invited to deliver the keynote address at William & Mary's Opening Convocation on August 27. Our best wishes go out to the incoming students as they begin their journey, and to the recent graduates embarking on

LS Power Grid California's Power the South Bay project is proud to support TCV Food Bank + Mobile Pantry, the largest client-direct hunger relief organization in #AlamedaCounty, with a $5000 donation that will help provide 1200 meals to people in need. The project, which is anticipated to be

3. That some utilities (here's to you PPL) are just so obviously YOLO around this moment

This chart starts at an almost perfect moment - right after deregulation and a wave of “animal spirits” had driven a massive over-investment in generation. Because of competition, that risk was borne by investors, not customers.

I have a The New York Times op-ed today on managing power demand growth w/out driving up rates. Central point: load growth is an opportunity to *offset* upward pressure on rates, if we plan the system to make fuller use of infrastructure we’ve already paid for.

Matt Baker Some stray, big ideas (I might write a quick white paper!) 1. Require metering to settle load to actuals by summer 2026 'tagging' season for transmission/capacity costs, allowing VPPs to form, get compensated, and reduce capacity obligation 2. RFP for the Basic Generation

You've got to come to Thanksgiving dinner prepared to debate AI, and I'm doing my part to have you covered. U.S. Department of Energy has said "speed to power" in the AI industry is not happening as quickly as it should. I offer 3 reasons for why that might be. 1) uncertainty of demand:

High power bills got you down? A few explanations and even a couple fixes offered in my conversation with Joe Weisenthal & Tracy Alloway -- thanks for having me on Odd Lots!

I gave a talk titled "High Power Prices Got You Down? Policy Strategies for Affordability" to state legislators last Friday. My proposals are a combo of bringing down regulated rates that are half of customers' bills + policies to ensure AI gets done while paying its own way 🧵