Kyle Baranko

If you’re not following Utah, you haven’t been paying attention. Every conversation worth having about American innovation is happening here.

As Ted Lasso says: “Be a goldfish”

It’s possible recursive self-improvement is actually already here… It’s just materializing as the customized harness and context management system within vertical AI workflows rather than a technical breakthrough of the foundation models

Just saw a Ryan Gosling interview where he says he liked the story of Project Hail Mary because it has the message that the future isn't something to be feared, it's something to be figured out. And that's a message he wants his kids to hear. Awesome.

We're hiring! 6 new roles open at Paces across Customer Success, Solutions, and Sales. Know someone who'd be a great fit? Send them our way: hubs.la/Q045mMjR0

We scored 4,195 data center sites across Indiana and Texas. Two very different markets. One is shrinking fast. January Data Center Site Analysis (first in a monthly series) → hubs.la/Q042FM5W0

I recognize these ideas are laser-focused on a particular customer class (i.e. datacenters and other large industrial loads) and that I am sweeping over tons of complexity surrounding what is fair and just for residential customers. But I’d rather entertain a system designed to facilitate economic growth to the greatest extent possible, injecting subsidies for sensitive communities where appropriate, than one that fundamentally constrains us from reaching our next level as a civilization In the future, I hope to explore how we can expand this system to ensure it is sustainable and just for those beyond the industrial giants who have the resources to manage their own risk (but who are also currently keeping the US out of a recession)

With the introduction of this financial asset and an open, risk-seeking rate base, the incentives of everyone involved in this market for transmission capacity work together to maximize utilization of each node on the grid and direct private capital to the most lucrative places to increase headroom The queue would transform into a market of bids and asks on interconnection costs for both load and gen Whenever an entity considers developing an upgrade, they’d be responsible for auctioning off the transmission capacity (i.e. curtailment stack slots) and originating the right set of initial contracts with an entire market of load serving entities, large loads, and generators This would bypass the onerous need for firm delivery requirements and extensive network reliability modeling by enabling loads and gens to take curtailment risk at specific nodes And it would bypass the rate-setting process by passing through delivery costs as a commodity that all wholesale market participants must purchase if they want their electricity sold or delivered anywhere

Last month, I had the opportunity to participate in an awesome panel at the Type I Summit hosted by @MaxAWebster and @PresidioBitcoin The premise for our discussion was simple: if you were to rip up our existing electricity network and rebuild it from first principles, what would its end state look like? I believe any new, Platonic Form must escape two flaws of institutional design currently plaguing our grids: interconnection is procedural, and return on capex is fixed The solution is to let the spirit of Hayek flow through us: unshackle the rate base for private capital and create a market for grid headroom to monetize network expansion Here's how I think this could work and why it is valuable...

How it feels when mainstream tech opines on our urgent energy challenges

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Paradoxically, regulatory capture is more likely to occur in environments where more regulations exist

@tradeoffmaxi Popularized by Malcom Gladwell in Outliers. Vast majority of hockey players have winter birthdays, all timed up with when comp league age cutoffs are

This is a very real thing, especially if you anticipate your child playing certain sports where size + physicality matter more. Few things in life are free but timing childbirth with this in mind is free upside for your child, athletically, socially, and even professionally.

Waiting months for consultant reports while the grid fills up? We built a better way: automated analysis + expert validation = due diligence in days @kyle__cb explains how Power Flow Studies, Risk Reports & CIA accelerate projects: hubs.la/Q03WSBhc0