Jacob Monroe

AI x Energy

[Jacob Monroe @jacobdmonroe]

@NandoDF @KanishkaNarayan Re: garden leave, the only answer is for talent to negotiate and refuse to sign long ones.

[Jacob Monroe @jacobdmonroe]

@NandoDF @KanishkaNarayan Long employment-related non-competes do nothing but constrain dynamic individuals to the benefit of entrenched interests.

Having started my career in CA and moved to the UK, I was shocked.

In a world moving so fast, easy AI/tech ecosystem win to ban them.

[Jacob Monroe @jacobdmonroe]

@alanchanguk I don’t know when, but their margins will decline (still long NVDA!). More importantly though, DCs today will someday be fully depreciated and their chips will have a second life in a peaker DC :-). Just like shitty refineries and high heat rate power plants exist today.

[Jacob Monroe @jacobdmonroe]

@alanchanguk I agree with your original post, but that’s a stat about the present in a convo about the future. Prices will fall to marginal cost (someday), of which power is significant. And the liquidity you describe is a result of that!

[Duncan S. Campbell @duncancampbell]

The future of energy (solar, nuclear, wind, geothermal, batteries) is all capex and basically no opex.

The future of intelligence (AI data centers, land and space based) is all capex and basically no opex.

The future of manufacturing (automation, robots, dark factories) is all capex and basically no opex.

Engineering and capital will be all that matters.

[Jacob Monroe @jacobdmonroe]

@VGrubsky @SteveRattner @washingtonpost In most places, batteries are considered generation (which is fraught in its own ways).

[Jacob Monroe @jacobdmonroe]

@NeilBoltonRSPL @JigarShahDC @Walmart Power is relevant to returns, and fits the context he provided of offsetting peak load. And it’s Twitter, not an academic paper, so who cares about capitalization?

[Jacob Monroe @jacobdmonroe]

@duncancampbell Prices and density will continue to improve, and delivery costs will not go down. The incentives to go BTM so will only grow!

[Michael Thomas @curious_founder]

The US will need ~450 GW of new electricity generation capacity by 2030 to meet rising demand from data centers, reshoring, etc.

And the Senate is about to vote on a bill that could wipe out ~500 GW of potential energy generation capacity.

[Mark Henspeter @m_henspeter]

Investing in the grid is a durable long-term investment that supports reliability, energy security, and consumer choice. It’s time to build.

[Jacob Monroe @jacobdmonroe]

Electricity is the operating system of the 21st century.

Every major growth industry is downstream of mass electrification.

AI, AVs, drones, robots, manufacturing.

It all needs more power.

[Jacob Monroe @jacobdmonroe]

@rmcentush

[Tim Urban @waitbutwhy]

I still cannot believe that I can:

- look at a world map and tap anywhere to zoom in at street level

- instantly access any song, book, movie, tv show, or podcast ever made

- have any conceivable question and get an immediate answer or video explanation

- take a photo or video wherever I am and add it to my massive, searchable, always accessible personal archive

- video call anyone in my life, at anytime, no matter where they are

- watch live sports on a little wireless glass rectangle

- type out these thoughts and have them read by thousands of people, all over the world, a few seconds later

[Jacob Monroe @jacobdmonroe]

@duncancampbell Did you compile this chart or did you get it from a report/article somewhere? Bullish for Scale!

[Jacob Monroe @jacobdmonroe]

@ramez The model responds to a circumstance. I think it would be foolish to assume that the model would not work with different sensors determining the circumstance. The cars on the road are a nice to have, not a must have, for Tesla to win.

[Jacob Monroe @jacobdmonroe]

@ramez I would contend they don’t need to. They just need to have a great decision engine and then introduce lidar. We shall see! The only question is… will they?

[Jacob Monroe @jacobdmonroe]

@ramez @_LouiePeters Adding lidar/radar later (when it's cheaper) is like a great football player with terrible vision getting Lasik.

[Jacob Monroe @jacobdmonroe]

@duncancampbell @ramez Adding lidar/radar later (when it's cheaper) is like a great football player with terrible vision getting Lasik.

[Jacob Monroe @jacobdmonroe]

@duncancampbell @ramez Building a decision engine around vision-only enhances model training for future vehicles that do have lidar. If the model knows a person walked into the street, how much does the sensor matter?