Duncan S. Campbell
@duncan__c
powering growth @scalemicrogrids and DER-pilling the youths @DER_Task_Force
DERVOS event page is live! We’re going put on a helluva show this year. Limited early bird tickets available before full day details are announced.
DERVOS 2025 is finally announced! Join us on October 17th on Governors Island for a day with 750 of locked in energ pros, founders, regulators, investors, and more. We have a really special event in store for everyone this year.
The new "electric tech stack" is eating the world: batteries, power electronics, motors/electromagnetics, and compute. Almost everything will be based on these 4 things. The race is to find a BIG source of demand to build a lot of them here -- defense alone will not cut it.
In China, engineers live next to factories. In the U.S., they live next to Blue Bottle. At @EdgeEsmeralda, @Noahpinion and @sdamico explored how to rebuild American manufacturing as a software-defined, battery-backed industrial renaissance.
Succinct answer
If everyone's money increased equally and everyone instantly understood that and adjusted all prices instantly then it would have no effect. But people adjust at different speeds, new money enters the economy unevenly, and not everyone has perfect information.
I wonder how much of this has to do with Europe being more urban? In NYC tons of people don’t have AC, dryers, garbage disposals, etc because apartments are smaller and older than the rest of America.
Most of all, as time passes, America is likely to gain relative to Europe: thefp.com/p/i-once-thoug…
Welp. California is within a few years of a complete fiscal collapse due to fire sprawl. The state is now the largest home insurer -- because too many homes are otherwise uninsurable. This ends in spectacular fiscal disaster, soon. Incredible reporting by @meganfanmunce
Best answer that I found myself when I made this question: lynalden.com/broken-money/ The book is amazing and it breaks down, written as a systems engineer, of how it actually works
In addition to other critiques in the comments, I imagine the 9M gal/day is the capacity of the service they want, not actual daily usage.
This A1 story on Meta’s data centers, and others, use of water in an age of AI is incredible. /1
Is this not an issue of concern whether organ donation was involved or not? Or are we asserting this happened specifically because he was a registered organ donor? If so, what evidence is there of that?
imagine coming for a man with a scalpel and he's fucking CRYING are you kidding me
The American Dream is to make a lot of money and then piss it away to the home, auto, boat, etc industries so your wealth only lasts a generation or two max, rather than continually reinvest, or even just save, to create a juggernaut than lasts centuries.
Fuck you money
Complex systems and processes are essentially encrypted such that one needs a key in the form of an information structure to productively interact with it
Useful chart, although the answer is nuanced (nuclear plants are in no way unique for cost/time control challenges). REMINDER: Lazard's LCOE report, cited worldwide, uses Vogtle 3 & 4 *ONLY* as its nuclear cost basis.
Who’s doing a good job at nuclear?
This is not sustainable. I predict instead DCs will build their own cheaper, more reliable power plants, utilities will then purchase access to them on terms favorable to the DC operators. Why? The net present economic value of the marginal MWh is far far higher for AI…
Rapid evolution of hyperscale electricity load regulation is happening right now. @politico @eenewsupdates