bridget youngs

@waynenilsen Terminus is a big supporter of @Maddox - great example of a team that is not afraid to get their hands dirty!

this is a well positioned company cc @bridgetyoungs maybe they need manufacturing capacity

Selling to utilities is no quest for the faint of heart.

@skupor @USTechForce @USOPM Amazing!! So exciting to see @USTechForce attract young and eager talent - this is essential for our country’s future

Super exciting to welcome the first onboarded members of @USTechForce to our "very fancy" donuts and coffee meet and greet at the @USOPM cafeteria. After talking with a bunch of our engineers this morning, I couldn't be more optimistic about the future of our country and about our ability to deliver amazing work in service of the American people - Let's Go!

I am shocked and incredibly disappointing to see founders mislead the public about their in-house manufacturing capability. Please stop doing this - it damages credibility of the reindustrialization movement. Nobody 100% vertically integrates on day 1! Building shit is hard, expensive, takes a long time - that’s totally fine!

@AdamGhetti @adapter 🚀

Learn more about what we have been up to @adapter thanks to Alex Konrad taking time to get to authentically getting to know us and our pursuits.

@pmarca Why would we ever allocate compute to things like autonomous equipment, disease detection, smart irrigation, real-time power coordination, traffic planning or education? 🤦‍♀️

Many people are saying.

Also agree. Would also add: Transmission operators lack of visibility into the distribution system is a structural blocker which is being removed in some places, but not nearly fast enough. We CAN improve timelines to actually build upgrades after a study is complete. Increased production of high-quality transmission equipment is critical in every market.

Agree. Would also add: Small assets (which in aggregate are large and faster to deploy) need first-class market access and the ability to capture value to be able to be deployed at scale. Few markets allow this. ERCOT’s ADER is a step in the right direction, and Illinois’ netting framework (the only state in PJM that allows this) is good too.

loved the post, some things I've been thinking about: - you're right the queue is the wall, but it doesn't move slowly for tech reasons. the studies are fast even with all the spamming/fake projects. the slow part is typically cost allocation and the lack of any speed-to-power benefit for flexibility. SPP's CHILL and ERCOT's "connect-&-manage" philosophy are prob the right model here and the fastest time to power. - agree, it's not really a power problem, the fleet is just misshaped for load. we overbuild for peaks that hit 1% of the year, let assets sit idle, and curtail huge amounts on top. the fix isn't obviously more expensive must-use infra like nuclear, CCGT, or T&D - load becoming power developers is a symptom of a broken system, but BTM gas isn't a clean escape as air permits tighten. to flip it another way, if you have firm capacity, the grid wants it, too. i expect most DCs will be connected in the long-run. - and being a "grid asset" in this sense matters politically because we have to fix the shared system regardless. load is coming w/ or w/o DCs, and the infra needs upgrading anyway. the question is who funds it and when. tbh, broader electrification is the harder problem since those customers aren't price-inelastic or location-agnostic like a hyperscaler is. - BYOC seems like the obvious solution. Google just funded a 100MW VPP in PJM — the DC finances it, the aggregator delivers accredited capacity to the utility, asset owners get paid. accreditation is super important here (it has to work and be trusted!), and it also helps settle cost allocation with markets. - in capacity market RTOs, the steady money for batteries is increasingly capacity payments, not saturated ancillary markets or intraday swings. this is where the money is. - if we could rebuild the grid from scratch with modern tech, all DC is quite cool assuming things like SSTs can handle voltage, safety/arcs, etc. similarly, 800VDC is super interesting. - overall, the "build your own power onsite" or "shadow grid" instinct is my real worry. hyperscalers forsaking everyone else could be a generational failure, and politically toxic. if all new DCs go off-grid, more price-sensitive customers get stuck with decaying infra, and we're badly placed to connect the next wave of EVs and electrification. someone has to pay for it

@Dylan_Morri Epic 😂😂

New marketing just dropped

Playing the interconnection queue has always been a gamble - this is how good power developers differentiate themselves. They know when to bet. Having a huge balance sheet does not make you a good developer. In fact, it’s almost always scrappy shops that develop the most megawatts.

@sedgley_patrick @Simon__Grimm Demonstrate the project has permits, procurement on long-lead equipment is done, EPC contract in place, funding is there

@Simon__Grimm What's your solution to the fake generator connection requests that Sam mentions?

The US data center buildout is the world's largest infrastructure project. But it faces one bottleneck: a slow and centrally planned electric grid. Twenty years ago, a power plant waited 20 months for interconnection. Now it is 55 months. In a new Works in Progress piece, we explain how America's grid got stuck, and how a few market mechanisms could fix it. worksinprogress.co/issue/why-amer… Compared to the rest of the economy, electric grids barely use prices to allocate scarcity. There is a queue, but no paid fast lane. And you can only connect if the grid can guarantee near-100% uptime, even if you would happily accept 99% uptime in exchange for connecting your data center one year earlier. As a result, you get a fast-growing number of interconnection requests, each requiring coordination with the others, producing gridlock. The fix is not better central planning, but a few basic market mechanisms: let firms pay for priority queueing, and let flexible users connect faster by accepting 99% uptime and managing interruptions with batteries or behind-the-meter power generation. With those simple fixes, the United States data center boom could move much faster.

@Simon__Grimm It would also help if the ISOs ran studies on software from this century

Last week on the road - KKR, Blackstone, Apollo, GIP “We don’t like the offtake profile, but if we did underwrite merchant manufacturers it would be transformers & turbines”

@jonwerthen @TerminusIndstrl Thank you Jon!

Had the pleasure of getting a lesson on the world of transformers from @bridgetyoungs. If you aren’t following along with what her and her incredible team have cooking at @TerminusIndstrl you are missing out. American power is literally being rebuilt and optimized for the future right in front of our eyes and you aren’t bullish? 🇺🇸 ⚡️

@elonmusk @DataRepublican All payment approval data is on the public record, and anyone that takes the time to read it will immediately discern that citing the federal register is not a legitimate use of funds. Maybe USAID should have spent more money improving domestic literacy rates. 🙄

Absolutely. This is a total lie. All DOGE did was require contact with the aid recipients to confirm that funds were being used legitimately. Anything less than this is insane! Multiple people from USAID have been charged by the Justice Department with stealing money. Moreover, they pled GUILTY!! justice.gov/opa/pr/usaid-o…

A little bit of basic networking math to redirect direct low-priority compute and eliminate the need for six-nines at every interconnect would go a LONG way Developers gambling with years on their interconnection are setting themselves up for force majure Tune in for more episodes of “Delivering Legal Fees not Electrons”

@nickgalano @_josephine0_ Defrosted lunchbox roughly 67 degrees

@bridgetyoungs @_josephine0_ Iced or room temp?

What’s your best drink for this meal?

What do Stanley tumblers and large power transformers have in common? The same lineage of invention going back to one man: William Stanley Jr. (1858 - 1916)