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Dave
183 posts
Dave
@CleanTechDave
Investments at Nebula Energy; ex octopus energy, ex Citadel FKA @energyinvest365
Houston, TX Katılım Temmuz 2017
714 Takip Edilen138 Takipçiler
Dave retweetledi
We broke every possible social contract for young people, unprecedented wealth transfer from young to old, devalued the currency, made home prices insane, education debt crazy and now for the lulz we're automating all the entry level white collar work. Just incredible
unusual_whales@unusual_whales
AI is breaking entry-level jobs that Gen Z workers need to launch careers, per FORTUNE
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Dave retweetledi
Work requirements hurt poor people AND are a waste of money.
Arkansas spent $26 million on administrative costs for work requirements — and saw no increase in employment.
Georgia’s program cost $40 million in one year — 80% of that went to administrative and consulting costs.
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Dave retweetledi
Offshore wind:
1) Is close to load centers (LNG export terminals, Houston, etc.)
2) Performs best at peak times (hot summer afternoons)
3) Generates revenue for state coffers
4) Is a clean, domestic source of energy
5) Leverages our offshore industry
So TxLege might ban it.
Claire Hao@clairehao_
Texas lawmakers have advanced a bill to prohibit offshore wind turbines in the Gulf from connecting to the ERCOT power grid through state waters. All that’s left before it goes to the governor’s desk is a full House vote: houstonchronicle.com/business/energ…
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Dave retweetledi
We have built invisible cathedrals that our lives depend on.
They are beyond any single person's grasp. But their operation should still instill a kind of wonder and reverence as cathedrals do.
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America the only country that can handle the grind of an SEC schedule @3YearLetterman
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Covid exposed all the other countries as strength of schedule merchants
John Arnold@johnarnold
It's stunning how dominant the American economy has become. The US has just 4% of the world's population but: - 26% of the GDP - 31% of the household wealth - 46% of the VC investment - 61% of the 100 most valuable companies
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@frankthorp In this line now and it’s 2x as long as it was in this video. Moving fast tho
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The line at this Houston polling place for day 2 of early voting is pretty wild, & it’s been like this most of the day (& this is outside the 100 feet where we’re not allowed to shoot).
Harris county saw 126k early voters for their 1st day of early voting. In 2016 that # was 67k
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Dave retweetledi
If one of Harris's weaknesses was organization building, the campaign infrastructure is already built, the ads are bought, many of the themes are set (abortion/democracy/freedoms, Project 2025), rate cuts are coming...just need to slot the game management QB into the system.
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Dave retweetledi
How many cities would approve a 13-story building of affordable & chronically homeless housing in midtown + do a zoning variance to allow it to have a larger footprint + have neighbors show up in support + unanimous vote by Planning Comm? It's why Houston leads nation in housing.
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Dave retweetledi
I used to think decarbonization was hard because voters prioritized the goals of the energy system in the following order:
1) Affordable
2) Reliable
3) Secure
4) Clean
But I missed one. The actual order of prioritization is:
1) Jobs
2) Affordable
3) Reliable
4) Secure
5) Clean
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Dave retweetledi
This is not wrong. Texas can be king of it all.
Craig Lawrence@clawrence
Texas should just declare that it's mission is to have the lowest cost, cleanest, and most reliable electricity on the planet. Build the crap out of the grid - transmission and distribution. Stop pitting fossil fuels against renewables and nuclear against everyone. Just build everything, winterize everything. Make it the #1 destination for any data center, industrial or manufacturing facility, green hydrogen and chemicals production, DAC, CO2 sequestration, sustainable aviation fuel production, etc. It would not cost that much relative to the massive economic benefits and payback we could get here.
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@KeithLovesMango @KarthikForTexas Hey- I’m interested in this event but your DMs aren’t open
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Houston- Join @KarthikForTexas for a roundtable discussion on renewable energy and people-centered transportation this Sunday in the Heights. DM for details ☀️⚡️🚄🚲
mobilize.us/karthikfortexa…
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This. This is why I moved out of NY and left the hedge fund industry shortly after turning 30.
Conor Sen@conorsen
Look around at the 40-somethings in your office — who’s got a life you want, who doesn’t? What makes it so? And if there aren’t any 40-somethings in your office that might say something about your prospects of longevity too.
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The Jones Act is one of the single most harmful laws in the US. It hurts so many people so a couple large companies can make windfall profits on their ships. reuters.com/markets/commod…
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Dave retweetledi
What's happening on ERCOT power grid this summer is stunning. Going into summer, the record demand was 79.8 gw. Last week, we hit 85.6 gw-- a 7.2% increase! In one year! Most afternoons, grid is being held up by solar & natural gas.
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@matt_levine I also find the VG- Shell dispute hilarious, made a rather niche meme about it last night
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This newsletter received a two for “E” and “S” and a three for “G”. bloomberg.com/opinion/articl…
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Dave retweetledi
The 9th largest economy in the world shouldn’t be in a position where we frantically text everyone to lower their thermometers every other day. We need to fix ERCOT and connect it to other grids, invest in energy efficiency, and build resilience through a Texas Green Bank!
Doug Lewin@douglewinenergy
ERCOT has called for conservation and conditions are very tight indeed today. Solar is making a massive, determinative difference, producing 12 gigawatts on peak. #txlege #txenergy #energytwitter ercot.com/gridmktinfo/da…
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