We need to upgrade our grid and increase electric capacity by 2-4X over the next few decades in 🇺🇸 A lot of people want to do that to address climate. A lot of people want to do that to beat China at AI and advanced manufacturing. But we basically all want to do the same

Just reminded of advice I got years ago that has aged well: “If you want to know what it’s like to work with a Public Utility Commission but don’t have expertise in electricity regulation, become a New York Jets fan. It’s the same experience.” 😂

Great article by Bryan Hannegan explaining electrification, load growth, and DERs. vaildaily.com/opinion/guest-…

Utility scale solar plants are like mainframe computers.

Proud of the progress in Year 6. Year 7 is off to the worst start imaginable. My great hope is that coming out of this tragedy, we will start acting with the sense of urgency required.

Update: Hurricane Helene + LA Wildfires = ~$250B of damage, probably more IRA still $369B, might get canceled 👍💪🇺🇸🫡

There is no safe way to operate California’s electric grid during high winds/red flag conditions. The only near term solution is much more aggressive use of Public Safety Power Shutoffs. I don’t know how many more people need to die before we accept this, but Californians need

Incredible work by Footprint Project

Clean energy isn't just about replacing dirty electrons with clean ones. It's about replacing a system built on scarcity with one built on abundance. The sun doesn't send us a bill. -Jigar Shah

@jason Chamath Palihapitiya David Sacks can y’all do an episode on the California grid post LA wildfires? I’m pretty confident that the outcome of this is going to be a huge ramp up in PSPS (turning the grid off) throughout the state. If so, a lot of huge implications.

This chart should be framed and put in the office of every US member of congress.

The electric grid probably caused the Eaton fire. Either way, the fact that these lines were energized post Palisades ignition is concrete proof of a broken system. CA’s electric grid is broken. Massive implications, we need to rethink everything. nytimes.com/2025/01/26/us/…

If solar and wind are the problem, how was China able to grow 7x since 2000?

I’m stuck in an elevator Who wants to explain to me why DeepSeek means AI needs less energy?

Massachusetts just introduced a bill to make DERs 20% of the electricity mix by 2035. I’ll take the over. trackbill.com/bill/massachus…

Would there be bi-partisan support for making a version of the Tesla master plans our federal govt’s energy policy?

One of the biggest problems in the energy industry is that way too many folks believe that a bad product can be financially engineered into a good business.