Replying to @lowstakesdre
Their analysis tells them you won’t die in the next 20 years. If they are right, they get your $17,520 and give you nothing in return. It’s a bet. And they have a much better dataset than you.
Craig Lawrence
26.2K posts
Craig Lawrence
@clawrence
Investing in companies leading the energy transition @energyventures. Studied @texas_univ @Stanford. Worked @IDEO @Accel @SunEdison @SolarBridgeTech @SunPower
- Are we short land in America? Last time I drove 15+ hours across the mostly empty state of Texas, it didn't seem that way.
- This is the most damning graph I've seen in awhile. What in the actual hell? They are installing nuclear at $2.50/W?And China is dominating another technology class, one that was supposed to have inherent western advantages . Open link to source article nytimes.com/interactive/20…
- If I invest $1B in port automation, do I get expedited permits and approval? 🤪This is not gonna make America more competitive
- Replying to @Mike_NYYTell me you haven't had a 6'-3" 245 pound man run into you when you weren't expecting it, without telling me you haven't had a 6'-3" 245 pound man run into you when you weren't expecting it.
- Replying to @AustenWe reached it several years ago with the first M1 Macbook Air in 2020. Now it's just minor hardware increases to keep up with the bloated OS and SW. And a new color or two every other cycle.
- Replying to @nic_carterYou can’t just refactor the atmosphere if you screw it up. Not sure I care at all what smart people in tech have to say about it. Would much rather listen to smart people in atmospheric science.
- Old news, but I need to remind some people on here that you can now build a 1GW *baseload* solar + battery plant at about the same cost as a 1GW nuclear plant. And 5x faster. UAE launches world’s first 24/7 solar PV battery storage gigascale project
- Replying to @aaron_lubeckFeel free to buy some land, plant some redwood trees, and wait 100 years to harvest and make profit. Easy!
- Replying to @Jack_RainesFor some industries? Particularly critical industries dominated by China (e.g. batteries, solar panels, drones, electronics)? Yes. I don't think these tariffs are an effective way to go about it. Mexico, Canada, and the US should be working together to build domestic supply
- Sorry - I already reposted this once. But, it's been sitting with me... I'm just starting to realize how absolutely incredible this graph is. We've been talking about virtual power plants for 20+ years. And, it's now happening at a meaningful scale. And it's not just Tesla -Tonight, the Powerwall fleet in California dispatched 345MW to the grid during a Virtual Power Plant event, reducing the need for fossil-fueled peaking plants
leap.energyLeap | Build and Scale Your Virtual Power PlantsTurn your distributed energy resources into revenue through Leap's platform and help create a cleaner, more resilient, and more affordable electric grid. - Replying to @anothercohenAnd then not automatically try to join that meeting after the update.
- Replying to @max_gagliardiKind of like a refinery being destroyed by oil.
