I am shocked and incredibly disappointing to see founders mislead the public about their in-house manufacturing capability.
Please stop doing this - it damages credibility of the reindustrialization movement.
Nobody 100% vertically integrates on day 1! Building shit is hard, expensive, takes a long time - that’s totally fine!
@pmarca Why would we ever allocate compute to things like autonomous equipment, disease detection, smart irrigation, real-time power coordination, traffic planning or education? 🤦♀️
Also agree. Would also add:
Transmission operators lack of visibility into the distribution system is a structural blocker which is being removed in some places, but not nearly fast enough.
We CAN improve timelines to actually build upgrades after a study is complete. Increased production of high-quality transmission equipment is critical in every market.
Playing the interconnection queue has always been a gamble - this is how good power developers differentiate themselves.
They know when to bet.
Having a huge balance sheet does not make you a good developer. In fact, it’s almost always scrappy shops that develop the most megawatts.
Last week on the road - KKR, Blackstone, Apollo, GIP
“We don’t like the offtake profile, but if we did underwrite merchant manufacturers it would be transformers & turbines”
@elonmusk@DataRepublican All payment approval data is on the public record, and anyone that takes the time to read it will immediately discern that citing the federal register is not a legitimate use of funds.
Maybe USAID should have spent more money improving domestic literacy rates. 🙄
A little bit of basic networking math to redirect direct low-priority compute and eliminate the need for six-nines at every interconnect would go a LONG way
Developers gambling with years on their interconnection are setting themselves up for force majure
Tune in for more episodes of “Delivering Legal Fees not Electrons”
What do Stanley tumblers and large power transformers have in common?
The same lineage of invention going back to one man: William Stanley Jr. (1858 - 1916)