Mike Gray

Investing in Climate & Energy Solutions @ Remarkable Ventures | Ex-@sealedhomes and @ridewithvia | @climatebase fellow

[Mike Gray @m_gray6]

@FredLambert This is why they hyped up the AI compute narrative so aggressively the last few months and are trying to pull forward expectations for space based data centers.

[Mike Gray @m_gray6]

@thinkwithmark I’m a big physical book person but also love blog posts. Can you highlight pieces of blog posts if reading on say an iPad? Or it only picks up physical pages?

[Mike Gray @m_gray6]

@ShanuMathew93 Thanks for this @ShanuMathew93! One question: I thought @CrusoeAI was considered the 'lead builder' for Stargate?

[robyn @_robyn_smith]

Why does it cost less to build a base on the moon than high speed rail from sf to la

[Mike Gray @m_gray6]

I think I've figured out Trump's foreign policy. Here's the lens:
He is a self-proclaimed deal junkie who controls the most leverage any human can have (the U.S. economy and military) and has fewer checks on his power than last term.
Everything is in pursuit of a deal.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump responds to Iran denying his statement of "productive discussions" to end the Iran War.

President Trump says:

1. He hopes the US and Iran will "meet soon and settle this"

2. He plans to "get together" with Iran via phone call

3. "Iran would like to make a deal, we would like a deal too"

4. The US has talked to Iran's "top respected leader"

5. "We want to see no nuclear weapon for Iran"

Buckle up for another volatile week ahead.

[Mike Gray @m_gray6]

@maxbranzburg @coinbase Is this available in NYS? Still very confused why NY is behind on all things crypto in 2026

[Mike Gray @m_gray6]

Tyler Cowen is an inspiration to everyone who wants to be in incredible mental and intellectual shape. You cannot get bored if you pursue knowledge and understanding like he does.

[Alec Stapp @AlecStapp]

Think it's worth saying a bit more about the breadth of Tyler Cowen's accomplishments.

Each one of these alone would be enough to make most people's careers:

1. Marginal Revolution is the most successful econ blog of all time

2. Emergent Ventures has given grants to ~1,000 ambitious young people

3. Fast Grants awarded $50 million for COVID research

4. The Great Stagnation and other Cowen books continue to be influential

5. Conversations with Tyler has been one the best long-form interview podcasts for years

6. Between the e-learning platform (Marginal Revolution University) and the textbook (Modern Principles of Economics), he's one of the leading economics educators of his generation

7. GMU econ and Mercatus are vibrant intellectual communities and they wouldn't be what they are without Tyler

The list could go on and on (his work with Derek Parfit, his culinary contributions, etc).

But most of all, Tyler is a mensch. One of the most important things he does is "raise the aspirations of others."

He did that for me, and for countless others.

[Mike Gray @m_gray6]

So wait SpaceX wants a 100x sales multiple??

[Turner Novak 🍌🧢 @TurnerNovak]

Always blows my mind that SpaceX revenue was basically flat for five years between 2016-2020

[Mike Gray @m_gray6]

@typesfast https://t.co/epxSD6PP18

[Mike Gray @m_gray6]

The risk for every application layer AI company (that the foundation model cos will just build their thing) looks like it’s playing out for one of the “fastest to X ARR in history” darlings. Who is safe?

[Mike Gray @m_gray6]

The risk for every application layer AI company (that the foundation model cos will just build their thing) looks like it’s playing out for one of the “fastest to X ARR in history” darlings. Who is safe?

[Harry Stebbings @HarryStebbings]

Every single dev and product team I speak to in the last 30 days has moved from Cursor to Claude Code.

1. Is this permanent?

2. If so, what happens to Cursor?

[Mike Gray @m_gray6]

@JJWatt https://t.co/j59k1Iptgv

[John @iam_johnw]

How is this down by contact on kupp but Brandin cooks was a no catch vs the broncos last week lmao

[Mike Gray @m_gray6]

@BarryOnHere Spot on

[Mike Gray @m_gray6]

@mariadavidson @m_franceschetti How may Culture books have you read? I liked Player of Games and am trying to figure out which to do next. I was thinking Excession

[Mike Gray @m_gray6]

@om_patel5 ERA also: https://t.co/pMZuQOhzyj

[Mike Gray @m_gray6]

“I made our people watch every film in the history of the Academy Awards that won...

And by doing so our people were so fluent in their business…

They knew history.

Past is prologue. If you know history you can pretty much predict the future.”

[David Senra @davidsenra]

“I lived in a building in New York. Living above me was Martin Scorsese.

I would go visit him at night. Every night Scorsese watched a movie.

Every single night.

I’d bring take out and listen and ask him questions. It was like taking a master’s degree in film.

He knew every old director.

I learned to be able to talk to Stanley Kubrick. He never had an agent except me.

I could talk to him because Marty educated me.

I did a lot of reading and I knew about those old directors. I had all of our people trained in the history of film and television.

I bought every book that was published. 

I bought a book I’ll never forget: The History of the Emmy’s. It listed all the Emmy awards in history.

I made our people watch every film in the history of the Academy Awards that won Best Picture, Best Actress, Best Actor, Best Director, and Best Writer.

They got familiar with who these people are and what they contributed.

And by doing so our people were so fluent in their business. They could talk television, they could talk movies, they could talk music.

They knew history.

Past is prologue. If you know history you can pretty much predict the future.”

[Mike Gray @m_gray6]

@RaoulGMI @GBrewer17 Yes over other generation, but storage still more attractive as an energy asset category going forward

[Gavin Baker @GavinSBaker]

https://t.co/boFKQfPb3G

[Mike Gray @m_gray6]

CC#6! The main themes covered:
- The AI capex boom
- AI, grid software, and cybersecurity in the energy space
- Reframing the climate tech / energy transition narrative
- Public market outlooks, particularly for the AI behemoths
https://t.co/GwMbe9iirB

[Mike Gray @m_gray6]

@patrick_oshag It’s her traditional visitation closing question