@paulg Philip at Starcloud is next week’s guest on Inevitable pod
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𝙲𝚘𝚍𝚢 𝚂𝚒𝚖𝚖𝚜 施俊挺
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𝙲𝚘𝚍𝚢 𝚂𝚒𝚖𝚖𝚜 施俊挺
@codysimms
Managing Partner, MCJ | Co-host, @inevitablemcj | Co-author, @leversbook | 我的中文说得不好
Los Angeles شامل ہوئے Kasım 2006
1.7K فالونگ8.3K فالوورز
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.
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Looking for the “picks and shovels” of AI? Might want to look at energy.
Simon Mahan@SimonMahan
New Georgia Power load forecasts just dropped. Your jaw will, too. DATA CENTERS: 31 GW MFG'ING: 1.2 GW OTHER: 1.2 GW CLEAN TECH: 1 GW "Since the filing of the 2023 IRP Update in October 2023: The total economic development pipeline has expanded from approximately 17,000 MW to approximately 36,500 MW through the mid-2030s; Near-term 2028/2029 large loads have increased by approximately 9,400 MW; and Customer commitments have expanded from 3,612 MW to 8,046 MW."
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𝙲𝚘𝚍𝚢 𝚂𝚒𝚖𝚖𝚜 施俊挺 ری ٹویٹ کیا
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
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𝙲𝚘𝚍𝚢 𝚂𝚒𝚖𝚖𝚜 施俊挺 ری ٹویٹ کیا
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
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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…
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@MarkTitusShow AFH in (checks calendar)…November…!
College Basketball Content@CBBcontent
Don’t ever tell me the NBA is better than college basketball
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𝙲𝚘𝚍𝚢 𝚂𝚒𝚖𝚖𝚜 施俊挺 ری ٹویٹ کیا
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
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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!
Inevitable podcast@inevitablemcj
Kicking off this new chapter is @TomSteyer of @GalvanizeLLC. Tom & @codysimms discuss: 🌱 Prioritizing "the obvious thing" ⚡ Transitioning from fossil fuels to renewables 🤝 The need for all-of-society climate action. 🎧 Tune in on your favorite podcast platform—if you followed My Climate Journey, it’s in the same feed! mcj.news/steyer
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An evolution of our pod. Meet @inevitablemcj!
Inevitable podcast@inevitablemcj
Climate change is inevitable. But so are the solutions shaping our future. Join MCJ Managing Partner @codysimms each week as he engages with experts across disciplines to explore innovations driving the transition of energy & industry. mcj.news/inevitableapl
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𝙲𝚘𝚍𝚢 𝚂𝚒𝚖𝚖𝚜 施俊挺 ری ٹویٹ کیا
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…
Inevitable podcast@inevitablemcj
"The cost to create power has gone down pretty dramatically over the last decade... but the cost to move it—transmission and distribution—has gone up. If you've lived anywhere in the country, your power has gotten more expensive." @ZachBDell, CEO @basepowerco New LIVE pod! @codysimms & Zach discussed distributed energy, Texas’ aging grid, & more in Houston. Listen: mcj.news/baselive
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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?
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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.
Inevitable podcast@inevitablemcj
Last month, we hosted a live conversation with @WeAreOxy CEO, Vicki Hollub. @codysimms & Vicki cover a lot of ground. She acknowledges climate change & its effects on extreme weather & natural ecosystems, while also stating that Oxy doesn't view the energy transition as a shift away from oil & gas. 🎙️ Listen to the full episode: mcj.news/vhollub
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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…
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.@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…
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