@intangiblecoins@EleanorTerrett Might need to lower your odds even more Alex. “Logistically impossible“ sounds more like a <5% chance. The clowns and monkeys of the Congressional Circus aren’t showing up.
@GalaxyOneZac Do you think we’ll ever be able to auto reinvest/roll the 8% premium yield paid out, back into the note? I’d personally prefer rolling into the note over rolling into cash, crypto,or stocks.
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If you care about AI/energy infrastructure, the best 32 minutes you'll spend today is on @shaylekann's interview with Amin Vahdat, Google's head of AI infrastructure.
We recorded this at our Transition-AI conference, and we just posted the @CatalystPod vid on youtube. Lots of really good insight here:
They touch on scale. The conventional wisdom has been that bigger is better, and gigawatt campuses are the future. As we head into the inference era, Amin sees a medium number of medium-sized data centers, distributed for geographic latency, with a smaller number of large ones anchoring the fleet.
Then there's the reliability question. The 4 or 5 nines requirement is disappearing. Google's internal customers are already choosing more capacity at lower reliability. Of course, that impacts everything downstream, from grid interconnection, to behind-the-meter buildout.
On BTM power specifically, he says Google's preference is still grid-connected. Provisioning for reliability yourself is expensive. He sees it purely as a bridge play.
Finally, the rise of purpose-built computing. For years, everyone built multi-purpose data centers when compute wasn't so costly. But now they are breaking it up into GPU buildings/TPU buildings based on workload. You give up fungibility, but you gain efficiency.
ERCOT low key sitting with the highest reserve margin of the major North American grids this summer according to NERC:
Given an Anticipated Reserve Margin of 67.9% and Reference Reserve Margin of 13.75%, ERCOT expects to have sufficient operating reserves...
https://t.co/xiYXOcreq8
@novogratz Treat GalaxyPower like Google treats YouTube. Name a CEO! You said in your annual letter that you’re looking at a future worth hundreds of billions. Leadership is invaluable. Appoint a CEO ASAP