EBY

[Adam Binksmith @adambinksmith]

So ridiculous that the outside investigation of the HF incident is 3 people who had access to the data for just 6 days??

Compare for example to airplane crashes, where dozens of investigators spend 12-24mo investigating and everything is published publicly

[Matthew Zeitlin @MattZeitlin]

It's very very hot in Texas.

But the grid is fine.

Electricity prices are manageable.

What happened?

🔋🔋🔋🔋BATTERIES!!! 🔋🔋🔋

https://t.co/ZUGX6nwKgw

[EBY @BryceEverett91]

isn't one of the core promises of the AI maximalists a future of universal basic income?

[Dean W. Ball @deanwball]

The main thing I have to say to the young generation of Americans is that your grandparents and great-grandparents committed a kind of accounting fraud when they ran our country a century ago with social security, and at the time it was a reasonable affordance to grant our leaders, who were dealing with an economic depression and a world war, but nonetheless they did commit the fraud, and they ended up buying all sorts of extravagant things using the fraudulent gains, including what became the thing we now understand to be the high-modern technocratic nation-state, and that is glorious and also bad and all that, but the thing is there’s still the issue about the accounting fraud, whose debt is coming due and is coming due fast.

It is best to consider this with as minimal residue of sentiment as possible, to really sit with it, to stare it coldly in the face.

Unwinding the great fraud of the high modernists is your job, whether you wish it to be or not.

[EBY @BryceEverett91]

@JaneAFlegal isn't the problem mostly transmission? obviously that itself is multifaceted, but not only is it gating renewables delivery, the bottleneck is also what's forcing grid defection. new gas capacity wouldn't be nearly as concerning if it wasn't intended to run full time baseload

[Jane Flegal @JaneAFlegal]

I wish the coverage of the gas buildout for data centers said anything about *why* it's happening. Readers are left w the impression that it's a conspiracy & not bc of a) broken systems for planning, permitting, & connecting new power; & b) lack of affordable clean firm power.

[EBY @BryceEverett91]

@zerohedge many things conflated here. off balance sheet commitments mostly aren’t debt. a lease isn’t ownership interest; those are distinct structures. SPVs aren’t esoteric. parent guarantee backstops not recognized as liabilities are the real risk, which is possible under some accounting

[EBY @BryceEverett91]

@edzitron you might be proven right, but why do you delight in it? if this proves to be a massive speculative bubble, the real economy is likely to crater with the pop, harming many people

[Jaimie @mountainwesttax]

retirement is truly wasted on some people

[EBY @BryceEverett91]

@TheStalwart I don't know what AI's impact on jobs will be, but expecting any meaningful effect either way in 2026 is crazy. it's been less than 4 years since the release of chatgpt, which was a buggy test demo. if we observe meaningful macro changes within 20 years it will be extraordinary

[EBY @BryceEverett91]

@edzitron I follow your coverage and think it's useful, but try to avoid letting your skepticism of the labs totally cloud your view of every single fact in question. some statements are just facially wrong. "not a single data center is profitable" is a wildly inaccurate claim

[EBY @BryceEverett91]

listened to @edzitron on @chrislhayes back to back with @dylan522p on @dwarkesh_sp today. extraordinary disparity of views.

https://t.co/WIkd98p2KU

https://t.co/FtoRdbfgri

[EBY @BryceEverett91]

listened to @edzitron on @chrislhayes back to back with @dylan522p on @dwarkesh_sp today. extraordinary disparity of views.

https://t.co/WIkd98p2KU

https://t.co/FtoRdbfgri

[Dashboard American @NiyerEnergy]

No major analysis of data center water use includes the clean energy procurement from the industry that procures the most clean energy by far, which has ~ the same water savings footprint as all data centers directly use.

[Brian Bartholomew @BPBartholomew]

The world's electricity infrastructure, mapped.

[Jeremiah Johnson 🌐 @JeremiahDJohns]

Texas is already more than 50% renewable energy, and there's a decent chance that by next year Wind overtakes Natural Gas as the single biggest source.

None of this is because Texas Republicans care about climate change. It's because their regulations let wind/solar build fast.

[EBY @BryceEverett91]

@Tyler_A_Harper @TheStalwart I don't get it. you take seriously potential threats related to cybersecurity, bioterrorism, and nuclear war, but you think it's dumb to listen to people calling for regulatory oversight?

[EBY @BryceEverett91]

@ShanuMathew93 @NiyerEnergy @JesseJenkins @NatBullard @xiaowang1984 one of the advantages of batteries is that they should be less dependent on grid upgrades because they can be more easily sited with respect to the transmission constraints. "storage as transmission"

[EBY @BryceEverett91]

@ShanuMathew93 @xiaowang1984 @NiyerEnergy @JesseJenkins @NatBullard this is why interconnection queues/studies are a huge slow mess

to a first approximation, ~every~ new large load is gated by grid upgrades at this point. there's very little low hanging easy capacity left anywhere on the grid, just a sliding scale of deliverability feasibility

[EBY @BryceEverett91]

@Tyler_A_Harper @TheStalwart why do you think it's clear there's more cynical exploitation than genuine belief? many of the lab leaders are the same people who were making the arguments before there was any profit motive. you say yourself later in the thread, there are a lot of people who earnestly believe

[EBY @BryceEverett91]

@perrymetzger @jferWI the era of multi-hundred MW to GW scale data centers is new, and it's driven almost entirely by AI. those projects have unique impacts simply due to their sheer scale. the backlash may be overblown, but we should acknowledge that there is something new happening.

[EBY @BryceEverett91]

@arvindpawan1 it's probably worth being cautious about taxing productive inputs, of any kind. what about a carbon tax levied only on new large loads?