Jake Corley

CEO @ Corley Energy | Building Behind-the-Meter Power for AI Data Centers | Host, Energizing AI Podcast

[Jake Corley @JacobCorley]

@LiebermanAustin Not a dumb question. This is a thing. And tribes are interested.

[Douglas Carswell🇬🇧🇺🇸 @DouglasCarswell]

"data centers [are projected to] drive residential electricity rates in Entergy Mississippi’s service territory 16% lower in 2030 than they would have been without data center growth." https://t.co/S7VdE9xG8a

[Jake Corley @JacobCorley]

Islanded power checks all of these boxes.

Since we don’t connect to the grid, we pay for our own power.

We don’t use municipal water.

We don’t build near communities.

We’re happy to pay taxes.

Islanded power is the gold standard both Abbott and Hinojosa want.

Open TCEQ

[Gavin Baker @GavinSBaker]

The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.

She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”

Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.

Datacenter commentary starts at 6:30 in this interview.

Also attaching her official campaign position from her website in the next post.

Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.

https://t.co/shCGNcdu9d

[Jake Corley @JacobCorley]

@sonnet_xu Correct

[Jake Corley @JacobCorley]

@Tim_L_Nein Some people are just gifted! 19 min is blazing fast for a 5k

[Jake Corley @JacobCorley]

Fastest 3 mile time in 17 years.

End goal: 24 min

[Jake Corley @JacobCorley]

When I was in the Marines, I was working on multi million dollar comm systems that were inferior to my $500 iPhone (circa 2012).

It never made sense to me why we weren’t using the latest and greatest tech to enable our warfighters.

Love to see Anduril changing that 🇺🇸

[Anduril Industries @anduriltech]

BlueChip. Built in America.

America made the first electronic computer to win a war.

Now we depend on our greatest adversaries to build the computers that run our economy and defend our nation.

Today, we bring it home.

[Jake Corley @JacobCorley]

@DarkfireCapital @rodneygiles Steering still needs to get dialed in more. Might swap the entire subframe and go with a new suspension and rack setup with modern geometry. Also could be a functional or 315s in the front

It’s also still carbureted - which can be fun - until it isn’t. EFI is a must here soon.

[Jake Corley @JacobCorley]

Save money. Build a 60 year old car.

[Oliur @UltraLinx]

Save money. Buy an 8 year old car.

[Jake Corley @JacobCorley]

@rodneygiles Thanks man! New lift shows up tomorrow, then the real fun begins

[Jake Corley @JacobCorley]

Said no one ever.

[Jake Corley @JacobCorley]

@seper8tor @austorms Much more important than people realize

[Chamath Palihapitiya @chamath]

As someone with a portfolio of energized land assets here is what I am seeing:

1. Neoclouds are disorganized and poorly capitalized. Some are definitely better than others however.

2. Hyperscalers are intractable, bureaucratic organizations that take 3 months to do an NDA and want 18mo escrow periods. We built our portfolio by competing against these terms because of our speed and simplicity. The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream (see 3).

3. There are delays in the existing pipeline that will catch people off guard in 2027. Hyperacalers will (obviously) react by focusing on their own internal compute needs over any third party. If the third party is a model company, they will tell them to go through their model router where they will also take a non-trivial vig. Them telling Ant they have no compute for them (rumored in Ant’s S-1) if true is a huge tell that this is already happening.

All of this is to say that it does look like there will be a lot of partially stranded compute and compute sitting in inventory in 2027 than is currently forecasted. This is bought and paid for but effectively underearning (below total cost of capital) or collecting dust. We see this as true for everyone - model companies, hyperscalers, neoclouds except ONE (you can guess which one).

This dislocation will benefit two kinds of orgs: the non-bureaucratic big scalers who can build industrial scale quickly and the nimble, well capitalized players feeding them.

2027 will be a turbulent year because it will clear out a bunch of wrong/bad bets. It will also be a consolidation year for a few.

[Jake Corley @JacobCorley]

Joules of energy × proof of work = Bitcoin

[Norgard @BrianNorgard]

Elon predicts money will soon become obsolete. The new money will be called JouleWork. My friend @BrianRoemmele explains JouleWork as a thermodynamic unit of account tied directly to physical reality—energy consumed and useful work output (e.g., Joules of energy × efficiency/normalization factors for AI/robot labor). The future currency will be rooted in physics.

[Jake Corley @JacobCorley]

@nimblephatty @RiverOaksPrblms @EnergyCouncil_ 💀 great times. Had to deep into the archives for that. Award well deserved 🫡

[Cully Cavness @Electron_Cowboy]

Could not be more excited to announce Spark Liquid: @CrusoeAI’s newest modular datacenter product manufactured in our newest factory.
- builds on the proven Spark platform, which is the only modular datacenter platform to achieve NVIDIA Exemplar reliability and performance standards
- deployable in weeks not years
- compact and low-profile
- compatible with any energy source
- massively scalable
- zero operational water use
- designed for next gen @nvidia chips and DSX-compatible

[Saurabh Sharma @ssharmaUS]

POTUS lays down the law on data centers

[Atoms Not Bits @AtomsNotBits]

BREAKING: NVIDIA introduces forward-deployable, containerized modular AI data centers.

The company announced DSX POD, a factory-manufactured modular data center design intended to reduce deployment times from six months to as little as 14 days at prepared sites. The systems feature pre-integrated computing, networking, cabling, and liquid cooling.

Key partners include @armada_ai and @anduriltech, among others, with initial deliveries expected in early 2027.

[John Arnold @johnarnold]

Underappreciated how much the shale revolution unlocked the AI revolution.

[Elon Musk @elonmusk]

“Lack of electricity” is an oversimplification. Everything is hard about bringing massive compute online at extremely high speed.

If there was twice as much time, this would be relatively easy, but there is not.