

Will Fisher
891 posts

@Will_Powerman
The LeBron James of Power Gen. Cofounder @StrobePower - Running America's Modern Power Plant. Ex-Power Developer. Oxford Energy Systems. Posting about Power.







#BHN Nicola Willis said "the government is not getting any extra tax revenue because of this [fuel] crisis" But we pay GST on fuel, so if the price per litre goes up, then the GST take will go up won't it? What am I missing? #nzpol #nzpolitics


Every year someone names a new bottleneck for AI compute scaling. @dylan522p on why power isn't gonna be the big one over the next few years: fundamentally there's many different ways to generate power (rather than just one company that can produce the EUV tools needed for the chips themselves) and the supply chains are simpler and easier to ramp. You can do jet engines bolted to the ground. Ship engines. Diesel recips from auto manufacturers with declining volumes. Fuel cells. Each category alone delivers tens of gigawatts by end of decade. Combined, hundreds. Even if energy costs double, a GPU goes from $1.40/hr to $1.50/hr. Nobody notices a dime when the models are improving so fast the value dwarfs the cost. Even if you don't add more power, but simply add more batteries, you can unlock 20% more of the US's terawatt scale power grid. This is because grid utilities want to make sure they're sized for peak summer load that hits a few hours a year. With enough batteries, you can make this guarantee, even without turning on more power plants! Fundamentally, there's a lot of different ways to bring power online over the next few years. Building more logic and memory is far more difficult and centralized, so that's where Dylan thinks the bottleneck will be.








Don’t see these prices when running on fossil fuel! Role on net zero!



Meant to share this insane chart.






$33B / 9.2 GW = $3620 / kW Dang. energy.gov/articles/fact-…





It's easy to argue, it's much harder to be productive and actually do something. Showing people how something will work is infinitely more powerful than spending forever arguing with them about it. And how could you possibly be upset about consumers demanding more solar panels?





The nuclear is too slow trope is so outdated. Look at the real timeline risks and root causes. PJM says it will take 4 years to reconnect TMI to the grid. If reconnecting an existing plant that was on the grid takes that long what are we doing here. reuters.com/business/energ…



