bruce falck
@boo
Building @Halcyon - we use AI to unlock regulatory data and insights for decision-makers ⚡️🤓
.@Halcyon uses AI to unlock regulatory data and insights for decision-makers ⚡️🤓
Can someone check my math here but if we assume equivalent cost of $30k per H100 that would be a proposed … $1.5 trillion buildout? Right?
The @xAI goal is 50 million in units of H100 equivalent-AI compute (but much better power-efficiency) online within 5 years
July 15 #chartoftheday In Nevada, NV Energy’s June 2025 Distribution Reliability Report is out. Top cause of outages over the last 24 months? “Unknown.” (Yes, really.) More from the PUC filing 👉 app.halcyon.io/processes/7152…
July 16 #chartoftheday A major utility handoff is on the table in New Mexico. Regulators are reviewing a plan to transfer @nmgasco from public ownership under Emera Inc. to a private equity firm, Bernhard Capital, via its BCP Infrastructure Funds. Here's the before-and-after…
July 18 #chartoftheday Electric and gas bills could rise for 1.2M+ New Yorkers. NYSEG and RG&E want state approval to raise rates by $850M starting next year. Some NYSEG gas customers could see monthly bills jump 33.5%. 📊 app.halcyon.io/processes/7ab9…
July 21 #chartoftheday In Arizona, regulators say they have “very little confidence” in data from Thim Utility and Thim Water. At Rancho Vista, 84.3% of water pumped in 2024 was lost — 12.6M gallons out of 15M, per ACC staff. Data also conflicted with ADEQ and ADWR records.…
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July 22 #chartoftheday ⚡ Big battery play in LA County ⚡ Prairie Song Reliability Project filed with the California Energy Commission to build a massive 1,150 MW / 9,200 MWh BESS in Antelope Valley — plus a 500 kV transmission line to SCE’s Vincent Substation. Using the AB…
gigawhat?
we have signed a deal for an additional 4.5 gigawatts of capacity with oracle as part of stargate. easy to throw around numbers, but this is a _gigantic_ infrastructure project. some progress photos from abilene:
Possibly the greatest tweet of all time
Remarkable numbers from zero to absolute infinity
Your VC asks you to travel half way around the world for a fireside chat …
Sam Altman says we once came together to contain the nuclear threat. With treaties, standards, and restraint. Can we do that again for AI? “I hope so. I believe so. But it is a different time than the 1940s, and I don't know how that's all gonna come together.”
July 17 #chartoftheday In Virginia, Appalachian Power (APCo) is seeking approval to securitize $1.375B in storm recovery and coal plant costs. The move could save customers $175.5M (NPV), or $11.44/month for typical households vs. traditional recovery. More here 👉…
July 11 #chartoftheday It’s Friday… you know what that means: time to get weird. A Wisconsin solar project approval docket includes a two-page diagram explaining the structure and function of a horse’s ear. Yes, really. Yes, there’s a picture. No, we don’t know why. That is…