John McKenna
1K posts
John McKenna
@Only1jmck
CEO, https://t.co/xoJoDcxSTT. Entrepreneur and Engineer with a passion for business, innovation, technology and sport. Irish. https://t.co/jyzeDt3xlX
London Katılım Şubat 2009
1.4K Takip Edilen1.8K Takipçiler
Love it. As iof you don’t have enough on.
“Want something done? Give it to a busy person”
𝘽𝙤𝙗𝙗𝙮 𝙃𝙚𝙖𝙡𝙮@realBobbyHealy
OK, that's it for today. In just 4 hours, a fully functioning replacement for Evernote, with strict encryption/privacy with both server and front end working very well. Will be back tomorrow with the android app... github.com/bhealy/neverno…
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John McKenna retweetledi
John McKenna retweetledi
Different people are wired differently, but I basically agree.
Salesforce and Oracle were indeed built by money-motivated men. But Apple and Twitter were art projects. SpaceX and Tesla were engineering feats. And Bitcoin and Zcash are ideological campaigns.
So: money is a metric, but not the only one, and the “capitalism” part of technocapitalism has been stressed a bit too much in recent times. Because the drive to make great art, to advance science, to win in a just cause, will always produce more peak energy than the merely pecuniary. But then, on a daily basis, you have to eat too.
I think of it like cross country skiing. Sometimes you’re advancing with the right ski, and sometimes the left. So when the cause hits a setback, at least there’s a paycheck. But when there is no paycheck, you are driven by the righteousness of your cause.
Aviral Bhatnagar@aviralbhat
Do not start a company if you're primarily driven by: - Making money - Getting famous - Doing better than others - Calling yourself CEO/founder Only do it if you're crazy enough to do whatever it takes to solve a problem you deeply care about
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John McKenna retweetledi
Elon Musk: Just by adding stationary batteries to the grid, we could double the electricity production in the United States.
“If you look at the total U.S. power generation capability, it's roughly a terawatt, but the average power usage is less than half a terawatt. That's because there are big differences in power usage between day and night.
So, the daily and seasonal variations in power consumption mean that the United States, and really every country, is only producing about half as much electrical energy as it could. Because without batteries, there's no effective way to buffer the energy.
So, what batteries actually enable is even if you don't build any incremental power plants, you could double the energy output of the United States just with batteries. This is a super big deal. And in fact I think that's really where most of the incremental energy production in the United States is going to come from, is literally batteries. So a bigger deal than it may seem.”
Tesla Shareholder Meeting, November 6, 2025
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John McKenna retweetledi
John McKenna retweetledi
The U.S. is facing a 20% power shortfall for data centers by 2028, which translates to 13-44 gigawatts of missing capacity right when AI demand hits critical mass.
Look at this electricity generation chart. The U.S. is basically flat-lined for two decades hovering around 4,000-4,500 TWh annually while China exploded from 1,400 TWh to over 10,000 TWh. The grid infrastructure hasn't even kept pace with normal industrial demand. Now you throw AI into the mix and electricity consumption for data centers is projected to jump from 7 TWh in 2023 to 393 TWh by 2028. The grid needs 80 GW of new capacity annually just to survive what's coming, but it's only adding 40 GW. We're running a 50% infrastructure deficit, and AI demand hasn't even peaked.
Getting a new power line built and connected takes roughly three to seven years depending on the region. Building a data center takes two years. Getting power to it takes five to ten. The mismatch creates a structural bottleneck and bottlenecks create pricing power. Microsoft's CEO literally admitted to us that GPU idling from power constraints.
This is where the opportunity lives, Morgan Stanley projects power equipment designed for next gen AI racks will trade at a 10x premium by 2027. The value per watt is expected to double. Bitcoin miners are already pivoting operations to AI computing hubs,and neocloud partnerships with long term powered shell leases are popping up as emergent value models.
The real money is positioning into power infrastructure plays, nuclear reactor developers, and any firm with existing grid assets or high voltage equipment manufacturing. The big hyperscalers will eventually throw more and more money at this problem unlike we've ever seen before.
*Walter Bloomberg@DeItaone
MORGAN STANLEY WARNS OF U.S. POWER SHORTAGE FOR DATA CENTERS BY 2028 Morgan Stanley says surging AI demand could create a power shortfall of up to 20% — about 13–44 GW — for U.S. data centers through 2028. Analysts led by Stephen Byrd called AI computing “the most important technological shift in modern history,” warning that power constraints could become a major bottleneck for growth. Possible fixes include natural gas turbines, fuel cells, and small nuclear deals, which together could add up to 40 GW of supply. The bank also noted Bitcoin miners repurposing sites for AI computing, with new models like “neocloud” partnerships and long-term powered-shell leases offering strong value potential.
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@notbadbradley @grok @grok please summarise this thread such that an investment banker with no energy experience, could follow. Use two examples
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@notbadbradley @grok @grok please summarise this whole thread such that a 20yo non expert could follow. Use examples to demonstrate impact
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1/ Everyone’s hyped on the AI gold rush, with trillions pouring into data centers. But here’s my contrarian take: surging natural gas prices are about to slam the brakes on this whole build-out.
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Hi network, anyone got a recommendation for a senior, UK-based HR professional with deep experience in startups?sees.ai
Boeing-backed company developing & deploying autonomous aerial systems for critical national infrastructure, starting with the grid.
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Hi network, anyone got a recommendation for a senior, UK-based HR professional with deep experience in startups?sees.ai
Boeing-backed company developing & deploying autonomous aerial systems for critical national infrastructure, starting with the grid.
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John McKenna retweetledi
💡 U.S. electric utilities are now out-investing every other major sector [except AI capex which isn't comparably defined]
Record $178B in capex in 2024 — 13th year in a row.
🔌 Grid upgrades, AI data center demand, and manufacturing reshoring are driving it.
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Welcome back @TweetEdMiller - we must catch up!
Edward Miller@TweetEdMiller
After 5½ years, yesterday marked my last day at Meta. For those who may not know, I joined via the acquisition of my previous company, where we set out to build a continuously-updating 3D model of the world, enabling devices to understand where they are and what’s around them. Together with @hulahuub, we believed a unified frame of reference was key to unlocking the next generation of spatial computing applications, from augmented reality to robotics. While we may have been early, it's clear the Cambrian explosion is now beginning—driven by general-purpose AI and a growing network of context-rich sensors. At Meta, we continued that mission with LiveMaps: a visually, semantically, and physically predictive model of the world, collaboratively built by the devices that use it. It’s a bold vision led by @rapideRobot, and I’ve been incredibly lucky to work alongside him, @mingfeiy, @jajuengel, and the broader Surreal team in Reality Labs Research. Despite a rocky start (we joined in Jan 2020 👀), I’m proud of the impact we had—kickstarting the @meta_aria academic program, and leading open science efforts to accelerate AI and ML research. I’m especially proud of our work on the Aria Synthetic Environments and Aria Digital Twin datasets, which pushed the envelope for digital twin research and highlighted the importance of both real and simulated data for Spatial AI. Our team’s work on SceneScript demonstrated the first method for auto-regressively predicting the structure of an environment using end-to-end learning—recently extended by SpatialLM: github.com/manycore-resea… Last year, my family and I relocated to Redmond, Seattle, to spend time closer to Reality Labs Research HQ. While there, I had the chance to tick off a career ambition: delivering a “Mother of All Demos” to MZ and the board. This demo will stand among the defining breakthroughs in human-computer interaction and I’m bullish to watch how the company will execute over the next decade. As for what’s next, my wife and I recently had our second child, and I’m taking some time to reset back in London—recalibrate my sensors, defrag my hard drive. As a colleague put it: “The grass is always greenest where you water it.” I’m looking forward to doing exactly that here in Europe— taking some time to spend with family and reflecting on the next big thing. If you're a founder, researcher, or operator working at the edge, please ping me a message, I’d love to connect. LFG! 🚀🇬🇧💪
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DeepMind CEO Demis Hassabis on How A.I. Is Reshaping Google | Interview youtu.be/U3d2OKEibQ4?si… via @YouTube
YouTube
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John McKenna retweetledi
Super important development. This trend has to establish and grow if the UK is to build upon its success as the western world’s #2 venture ecosystem behind the US.
And at such a critical time too as the world enters another period of huge acceleration and change.
Andrew J Scott@andrewjscott
Historically, the top UK and European startups have HAD to move to the US to get larger rounds of funding. We are slowly, finally, starting to see that change, with bigger Series-A and Series-B rounds happening in the UK. I discussed this and other topics in a recent episode of Upside with @danbowyer, @madsnjensen, @lomax_ward, and @DilekDayinlarli. Full episode in the comments section.
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And this work programme is increasingly linked to no national security, not just quality of life.
Check out @sees_ai - autonomous aerial solutions for critical national infrastructure.
Shanu Mathew@ShanuMathew93
Larry Fink/BlackRock: "Today, we're standing at the edge of an opportunity so vast it's almost hard to grasp. By 2040, the global demand for new infrastructure investment is $68 trillion. To put that price tag in perspective, it’s roughly the equivalent of building the entire Interstate Highway System and the Transcontinental Railroad, start to finish, every six weeks— for the next 15 years"
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