Tim Hade รีทวีตแล้ว
Tim Hade
3.3K posts
Tim Hade
@timothyhade
Husband, Dad, Co-Founder @ScaleMicrogrids, Veteran @USAirForce, Alum @AF_Academy @StanfordGSB
Santa Barbara, CA เข้าร่วม Haziran 2013
546 กำลังติดตาม2K ผู้ติดตาม
"Based on current public air permits, McKinsey estimates 12GW+ of data centers in the next five years will be behind-the-meter. Plans could naturally change, but this could represent a low-end estimate as future data centers pursue BTM. Out of the 12GW+, ~6.6GW is turbines (primarily open cycle), ~3GW is reciprocating engines, and ~1.3GW if fuel cells."
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Tim Hade รีทวีตแล้ว
As I keep saying, labor is a key bottleneck to watch
a16z@a16z
78K tradespeople short More charts: a16z.news/p/charts-of-th…
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@The_Michael_Lee @xiaowang1984 @JigarShahDC 100%. As long as the rules are clear and transparent, dfax is a good idea. Let’s do it.
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@xiaowang1984 @JigarShahDC Not against this. But first utilities should expose a tool to market participants so that dfax costs can be proactively estimated on each part of the system for a variety of configurations before any customer BD work and IX requests are started.
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Are you based enough to charge VPPs for transmission and deep network upgrades?
It sure sounds like Joe Bowring is! 😂
@JigarShahDC
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@JessePeltan Yeah, fully integrated BESS and power electronics too. I know a guy, will text you. It’s the coolest product, @ryanwartena is a genius.
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Almost looks like an array unfolding in space.
🇨🇳XuZhenqing徐祯卿@XueJia24682
✨🇨🇳This is a mobile photovoltaic (PV) power station in China. It can be quickly deployed to generate electricity using solar energy, showcasing new energy technology in action.
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@TomSteyer @Reddit 100% agree that our state’s electricity system is failing people, but is it really practical to break up monopoly utilities? Aren’t we just going to spend the next decade in court?
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r/YIMBY AMA on @Reddit today at 12pm PT. I’ll be answering as many questions on housing plan as I can.
Tom Steyer@TomSteyer
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Tim Hade รีทวีตแล้ว
Couldn’t agree more. Worth watching and understanding, even for those on the surface level of these policy questions.
Energy Empire Podcast@EnergyEmpirePod
"The best way to build a data center is to hook it up to the grid." @timothyhade on why the rush to build off-grid data centers is solving the wrong problem — and what we should be doing instead. 🎧 New episode of Energy Empire out now.
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We now get the privilege to work even harder on this!
bruce falck@boo
Two years ago we started building @Halcyon because we believed that modern AI could fundamentally change how the energy industry accesses and uses information ⚡️
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@ShanuMathew93 Has the amount of power generation equipment available 2H28+ changed materially from prior forecasts, or shortage of skill trades has just become the bottleneck?
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I've been saying this!!
Jefferies post their energy conference: "EPCs are the new turbines. Confirming conversations over the past months, there is a wide consensus that the constraint on delivering more generation and infrastructure US projects is EPC/labor, not access to turbines. Many utilities and power developers say they are not concerned at all about access to power generation equipment for 2H28+."
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RBC pulled out the equipment used in the major BTM projects thus far. Lot of GE, Siemens, CAT, etc.
The usual suspects!
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@fizzbhau @duncancampbell The big problem is that we don’t currently have enough $ to fix our energy system absent significant rate increases.
Data centers can bring the $, and if we do this correctly (big if) everyone can have cheaper, cleaner, more reliable electricity.
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@duncancampbell Shouldn't we need to solve our energy generation and distribution before hooking up energy intensive data centers?
Cart horse etc.
Again, forgetting the social and human impacts is going to be costlier in the long run if the public opinion sours
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This is not a coherent statement. I say this as a distributed energy evangelist who believes DERs will have a massive role in solving this situation.
Zephyr Teachout@ZephyrTeachout
A better idea: moratorium on data centers and build decentralized energy generation instead of doubling down on a broken 20th fossil fuel model.
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For sure. But in order to make the denominator bigger we have to recruit new loads to come online in the state, which is hard when electric rates are > 2X the national average and interconnection queue is 5+ years. The opportunity to streamline permitting and get hyperscalers to pay for grid upgrades exists, but we need a new governor first. I agree that we can meaningfully reduce electricity costs, but it’s not simple and it can’t be done in a year.
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California could cut electricity prices in half in a year if it wanted to.
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@duncancampbell Interesting. I can’t find anything that works nearly as well as Claude for me, but my token spend is definitely starting to hurt.
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MiniMax M2.5 is really good and so cheap (actually free on OpenCode right now).
In some ways I like it more than Codex/Claude.
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Its only controversial because you’re not accounting for time in your analysis.
VPPs are the only tool that can be deployed at scale in the next 48 months.
You’re implying that there are other things we can do to bring meaningful amounts of net-new capacity online pre-2030, but there aren’t.
The entire conversation about overbuilding risk is only relevant to post-2030 planning…and on that I think we’re in agreement.
Either way, enjoyed the pod. Have a great day!
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@timothyhade @HeatmapNews @robinsonmeyer I really don't understand why people can't accept that VPPs can be a useful tool AND we may be overstating the risks of overbuilding if we take economic growth and climate seriously. I do not feel like this should be a controversial POV.
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I thought last week’s @HeatmapNews podcast with @robinsonmeyer and @JaneAFlegal was great.
But I don’t think this is the right way to think about VPPs at all.
I’ve yet to hear anyone have a better plan for ramping capacity in the next 24-48 months.
There are a lot of good ideas that will help bring capacity online after 2030, but what’s a better way to add meaningful capacity between now and then?
VPPs (aka load flexibility aka grid utilization) isn’t a small but meaningful part of the solution to our short term capacity needs…it’s the primary solution.
Alex Trembath@atrembath
“We’re not gonna VPP our way to 2x’ing the grid.” @JaneAFlegal, slogan generator.
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