Anthony Schiavo

Materials analyst with @luxresearch. My views are my own.

[Anthony Schiavo @MobbDeepTech]

@robinsonmeyer @heatmap_news Do you think AI is overdiscussed as part of the problem? I see way more coverage of it in mainstream media relative to the other issues, often citing to utility systems that are outliers in terms of data center concentration.

[Anthony Schiavo @MobbDeepTech]

Good article. Reminds me of when a client asked if backyard composting was sustainable: maybe composting is, but backyards are definitely not!

[Ben Furnas @bfurnas]

I talked to @robinsonmeyer about how legalizing the construction of new homes in places where people want to live is great for the climate too.

[Anthony Schiavo @MobbDeepTech]

This really isn’t that useful, though? Textiles is a huge industry that demands systemic, global regulation. Nutrition labels exist because people have different nutritional needs, but people don’t have different textile sustainability needs.

[Anthony Schiavo @MobbDeepTech]

What if I made up a number and then got scared at it

[Jeff Amico @_jamico]

Energy will soon become the biggest bottleneck in AI.

Gigawatt datacenters are already being built; larger ones are on the way; countries will struggle to produce enough power to satisfy demand.

Distributed training will become increasingly important, helping balance consumption across global supply.

[Anthony Schiavo @MobbDeepTech]

You asked it to write you a ghost story then got spooked

[Shoalstone @Shoalst0ne]

I do not know what is actually happening

[Anthony Schiavo @MobbDeepTech]

I don't wanna rag too hard on the episode, there's plenty of good stuff in there, it's just not that likely that AI will really expand energy demand that much.

[Anthony Schiavo @MobbDeepTech]

Rare L from @tracyalloway and @TheStalwart on today's Odd Lots. Framing the data center energy issue around AI misses what's really going on. A quick thread:

[Anthony Schiavo @MobbDeepTech]

I dug into this more deeply in my newsletter a few weeks ago. https://t.co/j2VVlcatTd

[Anthony Schiavo @MobbDeepTech]

@robinsonmeyer I hope to one day have the FT report that my vibes are off

[Anthony Schiavo @MobbDeepTech]

Let my man be shirtless

[Anthony Schiavo @MobbDeepTech]

@MichaelHolmanLR @desusnice He killed this

[Greentown Labs @GreentownLabs]

It’s time for our first #EnergyBar of the year! Join us on Feb. 1 at Greentown Boston for our signature networking event feat. startups and the climate innovation ecosystem: https://t.co/7Msq91P4OL

[Anthony Schiavo @MobbDeepTech]

Man discovers cities

[Daniel @growing_daniel]

The real cultural divide is growing up in an orange zip code or a blue zip code

[Anthony Schiavo @MobbDeepTech]

This is just an office building

[Matt Van Swol @mattvanswol]

The first person who can figure out how to build a
1) daycare
2) remote co-working space
3) coffee shop

into a single building with a subscription... will become a billionaire in 2024.