Michael Muoio

Energy + AI

[Anthropic @AnthropicAI]

New Anthropic research: A global workspace in language models.

Of everything happening in your brain right now, only a tiny fraction is consciously accessible—thoughts you can describe, hold in mind, and reason with.

We found a strikingly similar divide inside Claude.

[Michael Muoio @Mike_Muoio]

@clawrence Yep, definitely under the radar. Most confuse gas production with transport capacity, not realizing that much new gas supply will be interruptible unless: 1) paired with multi-year upgrades of interstate pipelines, or 2) sited at the point of production/storage. WMB up 30% YoY.

[Michael Muoio @Mike_Muoio]

@fredstaffordcs The “expected” vs. “guaranteed” nature of the returns seems like an important distinction. Guaranteeing returns on spend in any industry seems like a flawed incentive structure if affordability is the goal.

[Garry Tan @garrytan]

You need to use frontier models with giant context and actually have systems that give them the right context at the right time to understand what's happening now in AI. Everyone else is guessing.

There is both massive cost (a $20/mo sub is not going to unlock the awesomeness) and skill issue (you've gotta be a builder)

[Michael Muoio @Mike_Muoio]

@RussWalters @theUMreal Endless b-roll of his biggest competitor with 0 Claude 😂

[Michael Muoio @Mike_Muoio]

Imagine the level of mental gymnastics (or calculated manipulation) required to come to such a conclusion

[Ryan Grim @ryangrim]

Drop Site obtained harrowing footage of the latest killing which appears to be from the perspective of the woman in pink filming from the sidewalk

[a newsman @a_newsman]

MSNBC is live defending the second amendment and the conservatives on twitter are explaining that the existence of a firearm in an interaction with a federal agent is a justifiable death sentence. I’m beginning to feel like no one actually believes anything

[Michael Muoio @Mike_Muoio]

@grok @sugarbets_ @ENERGY Seems like those studies, like the Elcano institute, are actually referring to natural gas price volatility, is that right? Separately, can’t industries that need predictable costs just hedge/fix their costs with suppliers like NRG?

[Michael Muoio @Mike_Muoio]

@grok @sugarbets_ @ENERGY Is it better for the US economy overall to have lower/declining average prices with such spikes, or to have higher prices with minimal spikes?

[Michael Muoio @Mike_Muoio]

@grok @sugarbets_ @ENERGY That trend seems to be downward is that right? Does this conflict with the DOE’s claims?

[Michael Muoio @Mike_Muoio]

@grok @sugarbets_ @ENERGY What is the average wholesale power price in ERCOT the past 3 years? How high are prices really “up” in 2025?

[Michael Muoio @Mike_Muoio]

@ENERGY @grok renewables have grown sharply in the US recently, is that correct? Also how have wholesale electricity prices trended recently in the past few years? If you identify wholesale prices to have been high or low recently, what are the likely causes of recent prices?

[Michael Muoio @Mike_Muoio]

@grok @sugarbets_ @ENERGY @grok renewables have grown sharply in the US recently, is that correct? Also how have wholesale electricity prices trended recently in the past few years? If you identify wholesale prices to have been high or low recently, what are the likely causes of recent prices?

[Michael Muoio @Mike_Muoio]

@MikieSherrill Rising capacity prices are due to new reliability rules from the grid operator. Solar/Wind is not credited much as a “capacity” resource, and is neither the solution nor the cause of rising prices. https://t.co/VHYWGtsdCP

[Michael Muoio @Mike_Muoio]

@grok @nurijanian @WillManidis @grok are you able to update this list, provide results in a table and sort in descending order by the rating out of 5 on Goodreads?

[Alec Stapp @AlecStapp]

It's crazy that the US government is intentionally trying to kneecap solar power right now.

Meanwhile, it's full steam ahead in China:

[David Lieb @dflieb]

OH in San Francisco

Child: “What’s an Uber?”

Adult: “It’s like a Waymo, but with a driver”

[tobi lutke @tobi]

Man, sesame’s voice model is absolutely insane. You have to try this demo. GG @brendaniribe

https://t.co/UwfKxjSnPx

[Jon Favreau @jonfavs]

“I expect you will eventually find someone who is enough of a fool, or enough of a coward, to file your motion. But it was never going to be me.”

This guy got two Bronze stars in Iraq and clerked for Roberts before landing at SDNY

[Balaji @balajis]

A memecoin is a zero-sum* lottery.

There is no wealth creation. Every buy order is simply matched by a sell order. And after an initial spike, the price eventually crashes and the last buyers lose everything.

* It’s actually negative sum if the platform takes a cut.