Two years ago we started building @Halcyon because we believed that modern AI could fundamentally change how the energy industry accesses and uses information β‘οΈ
@jackclarkSF@_sholtodouglas and thank you again for the piece, i think on the whole its a really helpful and honest piece and i appreciate you doing it @jackclarkSF
Up to $850 billion is being invested in U.S. power and digital infrastructure this year alone. State public utility commissions are generating more filings than ever. Every RTO/ISO, and federal energy agency is producing documents that matter. The information is all public. Almost none of it is manageable.
@Simonkhalaf i would restate "That is a massive business" to "That is a TAM"
and really what i am commenting on is can they execute on this given all the other things they're trying to execute on ...