𝚁𝚘𝚋 𝙳𝚊𝚢

Pragmatic solutions to big problems. Nothing here is investment advice, viewpoints are personal only, YMMV...(

[𝚁𝚘𝚋 𝙳𝚊𝚢 @cleantechinv]

So much for their lies that it was a malfunctioning Patriot missile.

[Al Arabiya English @AlArabiya_Eng]

CCTV captures the moment an Iranian drone hits Terminal one at Kuwait International Airport, leaving a large fire and significant damage in the recently renovated airport area.

[𝚁𝚘𝚋 𝙳𝚊𝚢 @cleantechinv]

Sure. Because they’ve been so good at figuring out which “news” sources are trustworthy.

[TIME @TIME]

"We quickly learned that sometimes some of [our] assumptions didn’t work out, but the underlying learnings from the technology turned out to be very useful.” —Ravi Radhakrishnan, the executive vice president and chief information officer of American Express, at the TIME100 AI Leadership Forum

[John Belizaire @jbelizaireCEO]

Yup. We agree.

That’s why we keep pushin’

$SLNH @SolunaHoldings

This is from a WSJ article on @GoogleAI strategy to build data centers in a crowded market. Sound familiar? :)
@disruptorinvest @McnallieM

[𝚁𝚘𝚋 𝙳𝚊𝚢 @cleantechinv]

Is that good?

[Jeff Berardelli @WeatherProf]

90% of the Med is in “extreme hot” territory. And this is not a one off. The Med is one of the fastest warming basins… 2/

[𝚁𝚘𝚋 𝙳𝚊𝚢 @cleantechinv]

Mozart

[Only In Boston @OnlyInBOS]

I still can’t believe Drake performed at Northeastern’s spring concert in 2010.

Who performed at your college spring concert?

[𝚁𝚘𝚋 𝙳𝚊𝚢 @cleantechinv]

@duncancampbell Wait, are you suggesting that some critics of newer technologies might not be motivated entirely by logic? Bizarre.

[𝚁𝚘𝚋 𝙳𝚊𝚢 @cleantechinv]

It’s not “woke” to support ALL of your workers and their diverse backgrounds and traits… It’s simply being a good boss. Most sports coaches do this too. Or they don’t win.

[Ron Filipkowski @RonFilipkowski]

Coach is stressed out by rainbows.

[Adrian Deveny @AdrianDeveny]

Trump is tossing out all the ocean sensors that measure climate change. This is their climate policy: if we stop looking, maybe it'll stop being real. https://t.co/oiNC1fpwkY

[Doug Lewin @douglewinenergy]

Texas added 10 gigawatts of power in the last 7 months. A majority of it is dispatchable. This is fast even by Texas standards and far exceeds the pace of any other state or even regional grid in the US. #txlege #txenergy

[NYS Energy Research and Development Authority @NYSERDA]

June kicks off Pride Month! Join us in spreading the message of inclusion, where everyone feels safe, seen, and celebrated.

[Soluna @SolunaHoldings]

The intermittency problem isn't a reason to avoid renewable energy. It's a reason to build smarter infrastructure around it.

Soluna's multi-source power mix, managed in real time by MaestroOS, is what makes always-on compute possible from a renewable generation site.

Renewable-first. That’s the future of computing.

#RenewableComputing $SLNH

[𝚁𝚘𝚋 𝙳𝚊𝚢 @cleantechinv]

“has been exposed to an explosion”

Is this the NYT?

[Al Arabiya English @AlArabiya_Eng]

🔴 BREAKING: A large tanker flying the Panamanian flag has been exposed to an explosion while operating in Iraqi territorial waters, according to Al Arabiya sources.

[Dr. Paul Christianson @disruptorinvest]

In my upcoming interview with the CEO of $SLNH I plan to ask when we might see the first AI/HPC deal at Kati 2.

We know they've been in active discussions with hyperscalers and neoclouds for the site.

This is by far the top question everyone is asking me.

A recent AMA with the CFO (who appears to have been in the open market buying 100k shares last week) really helped to shed light on a potential timeline where we could see a signing in the coming months with the site being operational already in 2027.

We know Kati 1 was already ahead of schedule and time to power is one of the primary advantages of $SLNH.

[Shanu Mathew @ShanuMathew93]

Good coverage and clear to anyone paying attention to these markets over the last 18 months.

PJM came within 2GW of forcing data centers onto backup power last week. Summer heat drove peak load past 135GW with reserves at 4%, and 40GW of generation sat in maintenance. DOE only cleared a voluntary switchover this time. Writing is on the wall: When the grid hits peak conditions, data centers lose service first. Texas already wrote that into law with SB6. Half the US pipeline sits in PJM and Texas.

Takeaway: Interruptible service is becoming the price of a fast interconnect.

[𝚁𝚘𝚋 𝙳𝚊𝚢 @cleantechinv]

It’s okay for HNWs and high-visibility execs to simply think small. If they want to have that individual impact, go support a “small” effort where you can basically guarantee success. And don’t measure yourself by how much $$ you make doing it. Or how much news.

[𝚁𝚘𝚋 𝙳𝚊𝚢 @cleantechinv]

This will get dunked on.

But honestly I see it. The easy answer is that these retired executives have deep networks that could very much help any impact investors whose focus areas overlap with the execs’ personal sense of “purpose”. Go be a low paid advisor to one.

[Bloomberg @business]

“It turns out that making money is easy; having a purpose is hard" for retired corporate executives, former GE chief Jeff Immelt wrote in a lengthy post on Substack, https://t.co/FHaEgVxvgi

[𝚁𝚘𝚋 𝙳𝚊𝚢 @cleantechinv]

The real problem — and I’ve seen this with so many HNWs as well — is that when you’re wealthy and/or well-known you feel like everything you do should be “big”. But then that leads you to join already-big efforts where you aren’t as needed or the change won’t be as meaningful.

[Marc Goldwein @MarcGoldwein]

This United States made an estimated $186 billion of improper payments last year, while borrowing nearly 10x that -- $1.8 trillion.

I'm happy the Vice President is focused on fighting fraud .. we shouldn't be wasting scarce federal dollars.

But this won't balance the budget.

[𝚁𝚘𝚋 𝙳𝚊𝚢 @cleantechinv]

@imkialikethecar Don’t forget “pre-seed”, which I assume is some form of zygote round.

[EVCS @EVCSnetwork]

We're excited to announce that new chargers are now open in Livermore, CA! 🦊⚡

Flint's latest stop is at the Courtyard by Marriott, where 4 100 kW DC Fast Chargers and 4 Level 2 chargers have just been commissioned. Stop by and charge up in Alameda County!

#FlintsAdventures