고정된 트윗
@RockyMtnInst's 2025 Annual Report highlights how 'Power Couples' can power data centers quickly while ensuring proper cost allocation.
#section-2" target="_blank" rel="nofollow noopener">rmi.org/annual-report-…
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Ryan Foelske
2K posts
Ryan Foelske
@RFoelske
Now: Clean Energy for Data Centers Before: @RockyMntInst, @DWS_Group & @Brookfield, Full-time RVer, SaHD *All opinions are my own.*
Babcock Ranch, Florida, USA 가입일 Ağustos 2012
408 팔로잉240 팔로워
@ShanuMathew93 Depends if you're playing a relative or absolute game. And multiples hide so much. What's the multiple on FY2 earnings for a company growing at 10%/yr for 5 years then 2% forever vs. a company growing at 4% "forever"?
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analyst: "this company is crushing it but it's hard for me to justify the valuation relative to the fundamental outlook"
sell-side: *just raise the multiple*
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A "Power Couple" solution makes sure data centers pay the full cost of their power and grid impacts while likely reducing bills for existing customers.
Marc Levy@timelywriter
As outrage spreads over energy-hungry data centers, politicians from President Donald Trump to local lawmakers agree that Big Tech — and not regular people — must foot the bill for their electricity. That might be where the agreement ends. Via @AP: apnews.com/article/data-c…
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@OutofSpecDetail I use my frunk every day for reusable grocery bags.
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How many folks actually use frunks. Genuinely curious.
Jordan Schiefer@Jordan_Schiefer
POV: you open the hood of the Highlander EV. 😮💨 #whatfrunk
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Dear @chesscom , your recent update added very annoying, intrusive ads. I realize you want to sell subscriptions, but I don't need it to be so in my face.
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@vrexec I think you're directionally correct. I'm increasingly impressed by AI's analytical skills. It can definitely find input information faster than me, even if I'm still better at the modeling and UI for now.
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From @SeekingAlpha today. Is #ai a bubble next to a data point that AI is still growing at @Samsung thanks to doubling use of Gemini from @Google
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This is not normal. No 3rd terms. Stop.
yahoo.com/news/articles/…
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Ryan Foelske 리트윗함
We don’t blow up boats off Miami because 25% of the time suspicion is wrong.
We shouldn’t do it off Venezuela either. These are small outboards with no fentanyl and no path to Florida.
We can’t just kill indiscriminately because we are not at war. It’s summary execution!
Everyone gets a trial because sometimes, the system gets it wrong. Even the worst of the worst in our country get due process.
The bottom line is that execution without process is not justice, and blowing up foreign ships is a recipe for chaos.
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Power Couples with solar + storage could help Georgia Power meet data center demand without the need for so much new natural gas.
Georgia Power says natural gas is best choice to power data centers share.google/K5V8P7RqJnAPgi…
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Which party supports free markets and capitalism again?
cnbc.com/2025/10/15/tru…
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@duncancampbell Power Couples to the rescue!
rmi.org/how-power-coup…
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@duncancampbell Option C(a): build your own power system and sell some of what you don’t need back to the grid.
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The simple solution for hyperscalers is as follows:
Option A: agree to a higher rate base with the utility so that you can guarantee people in the local geography won’t see increased electricity rates.
Option B: agree to pay for resi solar + storage for local citizens so they won’t see increased electricity rates.
Either way, if the hyperscalers don’t use their gobs of free cashflow to cushion the inflation of electricity rates, you should expect to see a lot more pushback.
Shanu Mathew@ShanuMathew93
First Google in Indiana and now Microsoft in Wisconsin. The local and political pushback against data centers is just getting started and will quickly snowball if there isn’t more education around the composition of residential electricity rates and what’s driving the increase region to region. Hyperscalers need to get serious (even though they very much are) on get in in front of this issue with bringing on new capacity, singing clean sources of power, and/or putting up the capital or providing it through a bilateral deal to ensure that ratepayers are not on the hook for their needed new energy infrastructure for AI.
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Ryan Foelske 리트윗함
wow, americans in the southeast of the US have a 20 year shorter life expectancy than those elsewhere
wtf is going on?
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@EpsilonTheory My grad school apartment looked exactly like this.
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Are grocery stores that dangerous?
foxbusiness.com/lifestyle/flor…
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Ryan Foelske 리트윗함
The Constitution does not allow the president to unilaterally blow up suspected drug smugglers reason.com/2025/10/08/the…
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