Tony Dieste

Founder Los Senderos and Solterra Solar Ranches. @Dieste @SapphireBMarina- Investing in extraordinary people, bold ideas, and problems worth solving.

[Tony Dieste @TonyDieste]

If you truly believe in your vision, others will follow. Confidence is contagious, lead with it.

[Tony Dieste @TonyDieste]

Don’t listen to people who say it’s impossible. They just have never tried.

[Tony Dieste @TonyDieste]

I often give advice to young people and they feel the “American Dream” is unattainable. The simple truth is that you have the ability to be resourceful, do what you want, create what you want. The only thing holding you back is mindset. This was true in 1776, 1886, 1996 and today. #America250

[Elon Musk @elonmusk]

Good Starship highlights video

[Tony Dieste @TonyDieste]

Money has two functions signaling and building. Choose wisely, be disciplined and benefit.

[Tony Dieste @TonyDieste]

“Nothing in the world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men without talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent.” -Coolidge

[Tony Dieste @TonyDieste]

America’s next economic powerhouse may be rising in DFW https://t.co/9H2Lk78bBW #FoxNews

[Tony Dieste @TonyDieste]

@MichaelDell Just wow @MichaelDell Outstanding results!

[ₕₐₘₚₜₒₙ @hamptonism]

Peter Thiel literally walks you step by step on how to succeed in 2026:

[Vivek Sen @Vivek4real_]

LARRY ELLISON: AI IS RAPIDLY COMMODITIZING BECAUSE MOST MODELS ARE TRAINED ON THE SAME PUBLIC INTERNET DATA.

THE REAL COMPETITIVE EDGE ISN’T THE MODEL ANYMORE — IT’S ACCESS TO EXCLUSIVE, PROPRIETARY DATASETS.

THAT MAY BE THE ONLY MOAT LEFT.

[Ads of the World by Clios @adsoftheworld]

EL LUJO ESTÁ EN TI - New Genesis campaign by Dieste https://t.co/kazZ1cocuc #creativity #inspiration #advertising

[Jake Richards @JakeMRichards]

We’ve been conditioned that beautiful buildings are too expensive to build in the modern era.

But in 1960s Uruguay, Eladio Dieste proved otherwise. He had tiny budgets. Yet he created gravity-defying structures of astonishing beauty.

He invented a new form of architecture called cerámica armada.

And he did it with the humble and cost effective brick.

[Tony Dieste @TonyDieste]

Hard to execute, but very interesting.

[David Senra @davidsenra]

When Shopify stock dropped 80% from all-time highs some employees were left with stock options that were essentially worthless.

So @tobi completely rebuilt Shopify’s compensation structure in a way no other company does: letting employees choose how much they want to be paid in stock, RSUs, cash, and even Shop Cash.

“ You can change it every quarter. You decide how much money you want.”

“ You can even use a tool to lock in the value of the stock you receive for three years.”

“ You have full agency and you make this choice.”

“ It's very popular.”

[Sapphire Bay Marina @SapphireBMarina]

#MemorialDay🇺🇸

[Dallas Morning News @dallasnews]

Report: Dallas is No. 1 primary data center market in the world https://t.co/ahEzvNfrYN

[Tony Dieste @TonyDieste]

The Middle East war is testing the Gulf's ambitions to become an AI hub and will continue. It’s also why rural American Ai centers within an 1.5 hrs. of major metro areas will be the safest most reliable data centers on earth in the foreseeable future. https://t.co/q7SyKVG50r

[Tony Dieste @TonyDieste]

The advancements are stunning

[Jack Prandelli @jackprandelli]

In March 2026, renewables briefly out-generated gas on the US grid for the first time in history.

Gas responded by filing 44.9 GW of new capacity🧵

Gas never left.
It generates 40% of US electricity and holds 42% of installed capacity in 2026.

What's changed is the demand signal.
And it's unlike anything grid planners have seen before.

The AI data center buildout is driving a second gas expansion wave on top of an already-large existing fleet.

→ 3–6 BCF/d of extra gas burn projected by 2030 from data centers alone

→ 60–80 GW of new gas-fired capacity needed if AI load is met primarily by gas

→ Proposed gas capacity in grid queues has surged roughly 6x since 2019 in key states

Why gas and not renewables?

Solar, wind and batteries dominate the MW pipeline.

But they face years-long interconnection delays and transmission bottlenecks.

Gas plants can be permitted and built faster.

AI data centers need 24/7 firm power, not intermittent generation.

Grid planners are choosing the option that arrives before the load does.

FERC's latest outlook: 44.9 GW of proposed new gas capacity vs 12.7 GW of retirements by late 2028.

While the energy transition continues around it.

A new category is emerging:

dedicated behind the meter gas plants built solely to power individual data center campuses.

1 such projects already in permitting could emit more CO₂ annually than some small countries.

Google's 1.5 GW in Missouri.
Meta's 10 gas plants in Louisiana.
The pattern is consistent.

Renewables are winning on volume.
Gas is winning on reliability.

For now, the grid needs both and AI demand is large enough to grow both simultaneously.

The energy transition isn't slowing gas.
It's adding a second demand curve on top of it.

Do not miss my latest article with the names of the best stocks in this field.
Link in the below comments👇

[Tony Dieste @TonyDieste]

Like everything, having real data tells the real story. Data centers do not drive incremental electricity costs in the state of Texas.

[James Dickey @jamesdickey]

"Data centers use huge amounts of power, so they must raise your electric bill."

It feels logical.

A Berkeley Lab + Brattle study proves it's wrong: 🧵