John Merchant

Computer friend

[John Merchant @_JohnMerchant]

I made https://t.co/Dgt30tpLVN so you can check how a spot price plan like Amber would’ve worked for your home over the last 365 days on the NEM.

[John Merchant @_JohnMerchant]

@xiaowang1984 @PeteWargent @TKoutsantonisMP Yeah community batteries make a lot of sense and solve other problems too like undervoltage. There’s just no single touch point where a neighbourhood can go hey sign us up for a community battery please, it’s all decided top-down.

[John Merchant @_JohnMerchant]

@xiaowang1984 @PeteWargent @TKoutsantonisMP Ok 1 storage module plus bidirectional EV charger then.

The fleet doesn’t show up in AEMO traces yet so we can’t make an informed judgement about utility until we have visibility. VPP uptake isn’t a yardstick because it’s fallen out of favour for price-responsive, Amber etc.

[John Merchant @_JohnMerchant]

@xiaowang1984 @PeteWargent @TKoutsantonisMP Tax them too much and they’ll just add another storage module and pull the plug, it’s almost a bit like capital flight, well it practically is when you’re a net exporter and in credit.

[John Merchant @_JohnMerchant]

@xiaowang1984 @PeteWargent @TKoutsantonisMP Someone’s gotta pay for the transmission and it’s apparently not going to be residential rooftop solar customers. I look forward to the annual winter dunkelflaute updates about it.

[John Merchant @_JohnMerchant]

@VicIndyMovement How are you going to pay down that debt when your grid still runs on filthy coal? The only thing sustaining the economy right now is AI infrastructure and these projects will have zero social license without clean power that doesn’t drive up bills.

https://t.co/VKMwe2snIK

[John Merchant @_JohnMerchant]

@JonnyCapitalist @MarkPlackett1 EVs are far less complex to assemble than ICEs it is likely other manufacturers will start doing it too. Our industrial relations model is also very attractive compared to EU, US, Asia etc. Bargaining is efficient with minimal disruptions and our workers are productive and happy

[John Merchant @_JohnMerchant]

They have likely been advised that if they want to keep selling their cars here they will need to assemble them onshore with chips sourced from Korea Taiwan etc @MarkPlackett1

[that stock chick @ausstockchick]

BYD open to manufacturing cars in Australia.

#ausbiz

[John Merchant @_JohnMerchant]

@JonnyCapitalist @MarkPlackett1 It’ll just be a matter of slotting in the components in a warehouse after they roll off the carrier, I’m not saying they will be fully made onshore initially. It’ll be good PR for BYD investing in local manufacturing (assembly) jobs.

[John Merchant @_JohnMerchant]

Hi @evcricket you know any experts who can explain this situation?

If transmission and variable renewable energy drives up power price prices why is the biggest data centre investment in the country being built in SA?

[John Merchant @_JohnMerchant]

Hello experts @FootnotesGuy @EnergyWrapAU why are they building a 10 billion dollar data centre in South Australia if electricity prices are so high from all the transmission and renewables volatility. Someone also told me data centres aren’t flexible loads so were they wrong?

[Pete Wargent @PeteWargent]

Iren, the Nasdaq-listed artificial intelligence data centre operator run by Australian brothers Daniel and Will Roberts, will build a $10 billion data centre in South Australia

https://t.co/d4exPPOEK8

[Michael Staib @michael_staib]

Everyone's rewriting their GraphQL gateways in Rust and Go for performance.

We stayed on .NET.

Fusion 16 now ranks #2 in federation benchmarks, ahead of two Rust routers and a Go one. Don't be fooled: .NET is fast 🚀

#dotnet #graphql

https://t.co/n5XVEFNHsV

[John Merchant @_JohnMerchant]

@michael_staib .NET is the middleware GOAT and HotChocolate is API and BFF nirvana 🤩

[John Merchant @_JohnMerchant]

Bundey, South Australia.

A thriving tech hub, a hotbed of innovation, a magnet for capital.

[Pete Wargent @PeteWargent]

Iren, the Nasdaq-listed artificial intelligence data centre operator run by Australian brothers Daniel and Will Roberts, will build a $10 billion data centre in South Australia

https://t.co/d4exPPOEK8

[John Merchant @_JohnMerchant]

@MarkPlackett1 ARENA Solar Sunshot

https://t.co/poD2Ct40p0

[John Merchant @_JohnMerchant]

@MarkPlackett1 Chips are the lowest hanging fruit, we’ve already done it for Huawei and ZTE.

[John Merchant @_JohnMerchant]

@stillreezy @ak_pennington @JoshBBornstein @ETU_national @McKellInstitute @FinancialReview Don’t know much about it but it doesn’t sound ideal

https://t.co/q8asZ08bfh

[Alison Pennington @ak_pennington]

Australian industry cannot get power at the price, scale or horizon it needs to remain globally competitive. Public sector must solve this. Great coverage of @ETU_national @McKellInstitute proposal to establish Sovereign Power in @FinancialReview #auspol

https://t.co/H9rmZW58A8

[John Merchant @_JohnMerchant]

@MMattamous @ausstockchick Why