Kyle Baranko

Data science & product @paces_ai. Energy, epistemology & political economy

[Kyle Baranko @kyle__cb]

The true value of a liberal arts education all comes back to its algorithm for “learning how to learn” not remembering useless facts

Most class structures have you read the great texts with a critical lens, write papers to formulate a strong perspective, then participate in seminar style discussions to debate the various perspectives

Tried and true recipe for truly unpacking an idea

It also helps for building strong perspectives in professional life

My advice to new folks breaking into the industry is always to…

1. Do the readings (consume the highest signal blogs and pods)

2. Generate content (force yourself to create and put stuff out there), and

3. Debate ideas and learn from others (discuss the salient trends at happy hours and social media)

[Christopher Koopman @ckoopman]

If you’re not following Utah, you haven’t been paying attention. Every conversation worth having about American innovation is happening here.

[Kyle Baranko @kyle__cb]

As Ted Lasso says: “Be a goldfish”

[vittorio @IterIntellectus]

it’s funny because this is genuinely the best approach

Simply not thinking about stressful situations makes you less stressed

[Kyle Baranko @kyle__cb]

It’s possible recursive self-improvement is actually already here…

It’s just materializing as the customized harness and context management system within vertical AI workflows rather than a technical breakthrough of the foundation models

[Tweet is the Work 🌷 @NoblestCalling]

Just saw a Ryan Gosling interview where he says he liked the story of Project Hail Mary because it has the message that the future isn't something to be feared, it's something to be figured out. And that's a message he wants his kids to hear. Awesome.

[Paces @paces_ai]

We're hiring! 6 new roles open at Paces across Customer Success, Solutions, and Sales.
Know someone who'd be a great fit? Send them our way: https://t.co/rcWeoa59Q8

[Paces @paces_ai]

We scored 4,195 data center sites across Indiana and Texas.
Two very different markets. One is shrinking fast.
January Data Center Site Analysis (first in a monthly series) → https://t.co/haZKUElO7k

[Kyle Baranko @kyle__cb]

I recognize these ideas are laser-focused on a particular customer class (i.e. datacenters and other large industrial loads) and that I am sweeping over tons of complexity surrounding what is fair and just for residential customers.

But I’d rather entertain a system designed to facilitate economic growth to the greatest extent possible, injecting subsidies for sensitive communities where appropriate, than one that fundamentally constrains us from reaching our next level as a civilization

In the future, I hope to explore how we can expand this system to ensure it is sustainable and just for those beyond the industrial giants who have the resources to manage their own risk (but who are also currently keeping the US out of a recession)

[Kyle Baranko @kyle__cb]

Last month, I had the opportunity to participate in an awesome panel at the Type I Summit hosted by @MaxAWebster and @PresidioBitcoin

The premise for our discussion was simple: if you were to rip up our existing electricity network and rebuild it from first principles, what would its end state look like?

I believe any new, Platonic Form must escape two flaws of institutional design currently plaguing our grids: interconnection is procedural, and return on capex is fixed

The solution is to let the spirit of Hayek flow through us: unshackle the rate base for private capital and create a market for grid headroom to monetize network expansion

Here's how I think this could work and why it is valuable...

[Kyle Baranko @kyle__cb]

With the introduction of this financial asset and an open, risk-seeking rate base, the incentives of everyone involved in this market for transmission capacity work together to maximize utilization of each node on the grid and direct private capital to the most lucrative places to increase headroom

The queue would transform into a market of bids and asks on interconnection costs for both load and gen

Whenever an entity considers developing an upgrade, they’d be responsible for auctioning off the transmission capacity (i.e. curtailment stack slots) and originating the right set of initial contracts with an entire market of load serving entities, large loads, and generators

This would bypass the onerous need for firm delivery requirements and extensive network reliability modeling by enabling loads and gens to take curtailment risk at specific nodes

And it would bypass the rate-setting process by passing through delivery costs as a commodity that all wholesale market participants must purchase if they want their electricity sold or delivered anywhere

[Kyle Baranko @kyle__cb]

How it feels when mainstream tech opines on our urgent energy challenges

[Paces @paces_ai]

🚀 Meet Modular Reports from Paces: custom site intel in days, not months.
Skip 12-week studies—tell us your key questions and get only the insights that matter: power, permitting, fiber, wetlands, sentiment + more. Learn more from @kyle__cb here: https://t.co/2edjxTUFJs

[Kyle Baranko @kyle__cb]

Paradoxically, regulatory capture is more likely to occur in environments where more regulations exist

[Kyle Baranko @kyle__cb]

@tradeoffmaxi Popularized by Malcom Gladwell in Outliers. Vast majority of hockey players have winter birthdays, all timed up with when comp league age cutoffs are