𝙲𝚘𝚍𝚢 𝚂𝚒𝚖𝚖𝚜 施俊挺

@paulg Philip at Starcloud is next week’s guest on Inevitable pod

I met today with the founder of Starcloud and I realized this is going to be one of the biggest engineering projects of our era. When you look at the tradeoffs, it seems inevitable that all the GPUs are going to live in space.

No phones...no posing...just fun.

Looking for the “picks and shovels” of AI? Might want to look at energy.

Our next guest @radiaenergy is building the world’s largest aircraft, the WindRunner, to transport massive wind turbine blades onshore! 🌬️ These Eiffel Tower-sized turbines could revolutionize onshore wind economics, making energy cheaper & more accessible. Listen: mcj.news/radia

This week on Inevitable @codysimms sits down with Tom Montag, CEO of Rubicon Carbon, for a pulse check on carbon markets. They cover: 🏦 Lessons from '80s finance 🏛️ New regulations & compliance🚩 Challenges in trust & additionally. Tune in on your favorite pod player! mcj.news/rubicon

This isn’t really a surprise…many many people don’t like politicians. But it’s a surprise seeing it come out as the underlying reason being stated to AOC from some of her supporters who also voted Trump. @couriernewsroom/post/DCPOp3-x_eW?xmt=AQGzaTRx04gx9UYdG9elwzv_YMkX4g0LuqQW6mJaP7iulA" target="_blank" rel="nofollow noopener">threads.net/@couriernewsro…

@MarkTitusShow AFH in (checks calendar)…November…!

Can solar power meet AI-driven data center demands? 🌞 @ExowattP3 CEO @HaPi31415 thinks so, with a $20M Seed round backed by @a16z, @JoinAtomic & @sama. Their tech captures & stores solar heat & transforms it into electricity on demand—going beyond PV & lithium-ion storage. Catch @codysimms' convo on the future of fossil-free power for hyperscalers: mcj.news/exowatt

New show! Have a listen. If you previously subscribed to My Climate Journey, your feed will automatically have the new @inevitablemcj episodes. If not, search for Inevitable wherever you get your podcasts. Thanks @TomSteyer for joining me for the conversation!

An evolution of our pod. Meet @inevitablemcj!

October Kiké.

@Dodgers Yeah Kiké!!!

KIKÉ KNEW.

Enjoyed chatting with @ZachBDell of @basepowerco recently in Houston. Texans have experienced significant reliability issues with power of late due to increased extreme weather events such as Hurricane Beryl. Base is helping homeowners get home a reliable, low cost battery backup, with an interesting biz model. mcj.vc/my-climate-jou…

Feels like the narrative that "nobody wants all of these EVs" might have hit its nadir. Are we through the trough of disillusionment as we move into mainstream adoption?

Going into the conversation in Houston with Vicki Hollub at Oxy, I didn't know what to expect. I had never met with an oil and gas CEO before. I didn't know exactly what opinions she had with respect to climate change. I didn't know how she thought about the energy transition and the role of oil and gas in our future energy mix (spoiler quote from her from the episode: "So the energy transition is, in my view, not a transition away from oil and gas. It's a transition to a lower carbon world. So, that leaves open all technologies. That leaves open even a path for oil and gas to continue to be produced as long as it can become carbon-neutral.") I did know that Oxy is doing a lot in direct air capture and is arguably the early market leader in that space, but I wasn't sure how she thought about those efforts as it relates to their oil business or the carbon markets. We covered all of this and more. I did not expect to hear some of what she shared, and I feel like I have more homework to do to fully understand the implications of their plan. But regardless, it was a packed discussion. I hope you enjoy it and learn something from it, as I did.

@LADodgersMuse I was there!

Only if you guys understood what this moment was like for me #LetsGoDodgers

We are co-hosting a get together on Oct 14 in LA for folks working in clean energy and climate. RSVP to join if you will be around. lu.ma/r07hbn3y?tk=JU…

.@leone_baron just introduced me to the first generative AI product that I actually find useful and that works as a direct fit into my current workflow. granola.so/?referee=Leone…