
Neil Passero
1.5K posts

Neil Passero
@NeilPassero
Helping CXOs/their team find electricity, buy smarter, reduce risk & improve carbon-audit readiness. Pioneering in electricity & carbon intensity data analytics





What people don't tell you: At the highest levels...discipline is the exception, not the rule.

Half of US data centers planned for 2026 are expected to be delayed or canceled. One big reason is shortage of electrical equipment, such as transformers, switchgear and batteries. US doesn't have manufacturing capacity, forcing it to rely on imports. 🎁🔗 bloomberg.com/news/features/…




In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50






At Physical Superintelligence PBC ("PSI"), the startup I cofounded with @alexwg, we like shipping, not hyping. So here’s the world's first agentic copilot built by physicists, for physicists. What started as an internal tool, we're now releasing open-source: Get Physics Done.




Anthropic just dropped labor market data on AI displacement. 🟦 = What AI is already capable of. 🟥 = The capacity at which people are using it. The "Great Recession for white collar workers" scenario they modeled? Unemployment doubling from 3% to 6% in the most exposed jobs. Not happening yet. But the early signal is there. Hiring of 22 to 25 year olds into AI-exposed roles is already down 14%. Computer Programmers. Customer Service. Financial Analysts. 67 to 75% of their tasks are already covered. AI is only at 33% of its theoretical capability. We are in the early innings.


Unpopular Opinion: most people lie about what it takes to look like this at 40. Not this guy:






A 1,000-year-old drug kit was found in a Bolivian cave. Inside: five psychoactive compounds, including the exact recipe for ayahuasca. Cocaine. DMT. Harmine. Bufotenine. Possibly psilocin. The largest collection ever found in a single South American artifact. None of these plants grow within 𝘩𝘶𝘯𝘥𝘳𝘦𝘥𝘴 𝘰𝘧 𝘮𝘪𝘭𝘦𝘴 of that cave. Someone was running a continent-wide psychedelic supply chain in 950 AD. That's 500 years before Columbus "discovered" the Americas.





