kWhDealer | Energy Plug

C&I solar estimating by day · energy degenerate by night · contrarian af · Austin TX

[kWhDealer | Energy Plug @kWhDealer_]

AI infrastructure is about to split into two geographies. Training clusters will migrate to the cheapest power on earth. Inference clusters will stay near cities. The companies that realize this first will gain a structural advantage in AI. I work in commercial solar. The energy architecture hyperscalers should be piloting now:

[kWhDealer | Energy Plug @kWhDealer_]

https://t.co/YqRVNJSei2

[kWhDealer | Energy Plug @kWhDealer_]

@jarradgrigg RIP to the other 90% that flamed out.

[kWhDealer | Energy Plug @kWhDealer_]

Me, vibecoding.

I don't even see the code https://t.co/9P1egcP8es via @YouTube

[kWhDealer | Energy Plug @kWhDealer_]

@ATXVideos @Girl64Saved @tmnetherton Get help.

[kWhDealer | Energy Plug @kWhDealer_]

@ATXVideos @Girl64Saved @tmnetherton The irony and psychology here is thick.

[kWhDealer | Energy Plug @kWhDealer_]

@lou_jug Tell me you grew up around soft soil types in two short sentences.

[kWhDealer | Energy Plug @kWhDealer_]

@realJeremyCarl The average American household had access to 30 channels in 1992.

[kWhDealer | Energy Plug @kWhDealer_]

@StockMKTNewz @StockMarketNerd The AI/infrastructure longs increasingly look like wartime industrial policy trades.

[kWhDealer | Energy Plug @kWhDealer_]

@Mktrhythms @StockMKTNewz Yes, but also several implicit recession bets.

[kWhDealer | Energy Plug @kWhDealer_]

@Angeles80660887 @StockMKTNewz Especially when his protege is the Treasury Secretary.

[kWhDealer | Energy Plug @kWhDealer_]

@Rainmaker1973 I must’ve gotten the weak version?

[kWhDealer | Energy Plug @kWhDealer_]

@JoelKatz 💀

[kWhDealer | Energy Plug @kWhDealer_]

If VoS is below Austin Energy’s avoided marginal cost, then non-solar customers are not subsidizing solar customers. They are purchasing cheaper energy and grid benefits from them. Calling that a wealth transfer confuses who receives the bill credit with whether the utility is economically better off buying that output.

[kWhDealer | Energy Plug @kWhDealer_]

@MollySOShea T1 energy.

[kWhDealer | Energy Plug @kWhDealer_]

@LybLybb @homeyzash Prepare to die, fiddle leaf.

[kWhDealer | Energy Plug @kWhDealer_]

If a farmer purchases a game-changing piece of automated equipment that is going to dramatically improve his efficiency, but it requires assembly, is that farmer going to spend his entire life building that piece of machinery or will he spend a month or two mobilizing/deploying and studying it?

[kWhDealer | Energy Plug @kWhDealer_]

@LawrenceLepard @Dr00pyDawg Wait until businesses can’t afford *not* to deploy stablecoin functionality in their processes. The demand is there.

[kWhDealer | Energy Plug @kWhDealer_]

@LawrenceLepard This is why the Clarity Act needs to pass.

[kWhDealer | Energy Plug @kWhDealer_]

@jesse_vermeulen Switch to another session on a different project.

[kWhDealer | Energy Plug @kWhDealer_]

@great_martis RSI: air pocket.

[kWhDealer | Energy Plug @kWhDealer_]

@MilkRoadAI 🎯