Peter Light

Unreal numbers 👀⚡️ "JPMorgan estimates that, had Germany not phased out nuclear power, the country would have generated 50% less electricity from fossil fuels and 84% less electricity from natural gas in 2024. Electricity prices in Germany would have been around 25% lower, and the country would have imported half as much electricity.."

‘Solar panels loaded on ship = 25 years of electricity in one cargo’

A single shot that slows your biological clock. Five aging markers improved. Benefits lasting 4+ years. New study (n=3,884, US Health and Retirement Study) Shingles vaccination was associated with: -> Lower inflammation (p=0.003) -> Slower epigenetic aging (p=0.0001) -> Slower transcriptomic aging (p<0.0001) -> Lower composite biological aging score (p=0.0002) The mechanism: chickenpox virus hides in your nerve cells for life. As you age, it reactivates silently, fueling chronic inflammation even without causing shingles. Suppressing that reactivation removes a hidden accelerant of biological aging. The shingles vaccine is recommended for adults 50+ and covered at no cost by most insurance plans. Vaccines aren’t just for preventing infection anymore. They’re longevity tools.

Yes

I see you - well done @celinehalioua ⚡️

Rings true “The middle is still where the complications live, where the position is ambiguous and the thing no one modeled happens and you have to play the board as it is.”

Because I'm an OG solar optimist, people assume I'm a solar maximalist. And solar is, clearly, the fastest dropping energy tech of all time, and (modulo some wild cards) likely to be the cheapest source of electrons on planet earth. But winter is a real thing. Multi-week cloudy periods are real. Batteries struggle with them. Electricity demand will be higher in winter than summer as we electrify heat. Wind + clean firm (if any get their act together) are going to be a vital part of the energy mix.

Buckle up

Very awesome post. Casey’s math makes sense here. If someone can figure out how to build DC only solar systems at 25 cents/watt at the hundreds of MW scale that are insurable and financable, they will change the world.

@DanielleMorrill @claudeai make the 6th tab a Federico

5 tabs simmering @claudeai

@reinpk incentives: “It took this long because regulators are structurally faced with no upside, only downside legal risk in taking a formal position on something new.”

My lobbyists are very nervous about me posting this, but over-regulation is working against us all. The costs are astronomical to us all, but hidden. So, I'm taking a risk, and sharing my stories from Charm and Revoy: rein.pk/over-regulatio…

@RnaudBertrand @sdamico - for your records

This is probably one of the most interesting and revealing industrial stories of the year. This car 👇, the 2026 version of France's Renault Twingo, is the first Western car engineered in China and made in Europe - a complete reversal of what used to be. The challenge that Renault wanted to tackle is how to compete with Chinese EVs, which are best-in-class in affordability and speed-to-market. Specifically, they wanted to develop an EV car from scratch in less than 2 years (when it normally takes 4 years to develop a new car for European auto makers) and be able to sell the car profitably for less than €20,000 while building it in Europe. Which is all insanely ambitious if you know about the European auto industry... To do so, Renault opened a Shanghai R&D center (which they called "ACDC" in reference to both the band and the electrical current) where 160 engineers - 150 Chinese and 10 French (usinenouvelle.com/article/c-est-…) - essentially tried to make Chinese development method work for Renault, in the heart of China's EV ecosystem to understand what was possible. As the lead engineer on the project, Jérémie Coiffier, put it (frandroid.com/marques/renaul…): "We humbly came to learn to go fast. And learning to go fast isn't simply learning to do the same thing faster. It's doing things differently. It's a transformation." And it worked: they had a first prototype in an insanely fast 4 weeks (journalauto.com/constructeurs/…)!!! The entire development process took just 21 months. The end product is priced under €20,000 - after subsidies, around €15,000 - making it one of Europe's cheapest EVs and competitive against Chinese EVs. 46% of the car is made of Chinese parts (techniques-ingenieur.fr/actualite/arti…), including an LFP battery from CATL (the first Renault to use cheaper lithium-iron-phosphate chemistry instead of traditional lithium-ion), and an 82 hp motor from Shanghai Edrive with permanent magnets (unique among Renault EVs). Interestingly, the CATL batteries will be made in Europe too, specifically in Hungary (electrive.com/2024/07/02/ren…). This is one rare story that gives me hope for Europe. Let's be real about Europe's choices here. It could either 1) keep raising tariff walls to protect an uncompetitive EV industry, 2) exit the EV race entirely or 3) swallow its pride and learn to improve. Renault chose the latter, which is the right thing to do. Especially hard to do in the current climate where everyone is told to "decouple" and "de-risk," which is pretty much suicidal in the EV industry: on the contrary you very much need to "couple" and "risk" in order to learn, adapt and compete... Those French engineers saying "we humbly came to learn" probably did more for European industrial competitiveness than all the Think Tank papers in Brussels combined.

@duncancampbell variation of v. negative 1.0 of current co; enable utilities to incentivize omni DER deployment that site & operate co-optimally with grid @ least cost, carbon. looks gorgeous on paper. blew their minds so much that no one responded :)

do utility scale solar layout / simulation softwares optimize the design against hourly LMPs?

@tylerhnorris @Google love seeing this @tylerhnorris ⚡️

Big professional update: I’m thrilled to share that I’ve joined @Google as Head of Market Innovation on the Advanced Energy team, and today is my first day. The power sector is undergoing a transformation as rapid load growth, emerging technologies, and ambitious decarbonization goals all converge. In this role, I’ll be focused on identifying and advancing innovations to better enable electricity markets to accommodate AI-driven demand and clean energy technologies. As I transition to the Bay Area, I'm excited to be joining a world-class team working at the frontier of energy innovation, and to collaborate with partners across the energy ecosystem. I'm also grateful that I can continue my PhD research and stay close to the research community. I wouldn't be here without the support of incredible mentors and colleagues at @DukeU and beyond – thank you for everything. Let’s get to work!

One of the coolest 3d real estate demos I've seen in a while. Treedis brings together gaussian splats for area understanding → BIM data to check which units are available → Matterport for indoor views → and image editing AI to restyle decor and see different times of day. The data conflation problem of wrangling all these mismatched 3D assets into one seamless view is hard to do automatically - but this experience shows why it's worth solving. Every digital twin and AR vision video promises this, but here's someone actually building it.

I know things have felt bleak in the industry, but in the past week, we extended offers to three phenomenal female founders and have several more compelling companies in the pipeline. Excited about the momentum and a new era of so many brilliant founders!

LLMs are injective and invertible. In our new paper, we show that different prompts always map to different embeddings, and this property can be used to recover input tokens from individual embeddings in latent space. (1/6)

couple great memes from DERVOS