two wheeled EVs getting so sick

100%

used to live in a house with John and Ryan Leas where this was our permanent and only coffee table book

two summers ago I was living in a buddy's basement playing GTA as this dude snatching selfies with energy infrastructure

This is interesting because it’s a capitalist unknowingly asking the government to subsidize electricity provision because he believes it will produce positive externalities like industrial growth.

Is anyone aware of any studies that attempt to map the cost of energy with economic growth? Something that tries to get at some sort of ceteris paribus to determine how much cheap energy boosts growth?

Have you come across a window unit AC that has a sealing accessory built into it that's better than the typical accordion things?

it’s amazing how garbage popular air purifiers are

What are some sober and unbiased perspectives on the Trump trials?

From a PV trade rag but this whole copper demand story rests heavily on cabling and that assumes no more increases in voltage. Silicon Carbide makes that possible which in turn makes this possible:

good q here

both restructured and vertically integrated utilities present in this list btw

Timelines presumably based on request for guaranteed service in all hrs, including rare contingencies, requiring substantial network upgrades & potentially more peaking capacity. Query when more customers will realize they could accelerate w/ connect & manage approach to load.

I’ve never understood what “alleged industrial overcapacity” really means.

They’re leaning into a thesis. How is that against the rules? There is no correct amount of capacity.

If we believe it’s excessive, we should be confident that it will bite them in the ass, right?

These are the minimum lead times for power prospective data centers are being given by utilities.

MINIMUM

Thanks for this Kevin Stevens 🔋⚡️

The minimum lead time for data center power go-live in a major metro is 36 months.

36 months (should gain mkt share)
- Pittsburgh
- Chicago
- Dallas + Houston

42 months
- Austin
- Northern VA
- Vegas

48+ months
- Phoenix
- Atlanta
- Silicon Valley

that time we remixed Thiel, Turnstyle, and Marx to kick off unpacking wtf ESG is. took us 3 attempts to record the ep because we kept fighting. in the end we think it turned out to be probably the best discussion out there on the topic.

When has better technology coming along been net worse for equity?

😰