Matthew Kleiman

CEO of @cumulusds. Quality Execution System (QES) for critical work in maintenance & construction. Author of Work Done Right. 👨‍👩‍👧🦮⛷️🤿🚀👷‍♂️🏗️

[Matthew Kleiman @mattk520]

@chamath This reminds me of the famous Wernher von Braun quote: “We can lick gravity, but sometimes the paperwork is overwhelming.”

[Matthew Kleiman @mattk520]

Every data center has to reject heat. There is no free lunch.
Air uses more energy. Evaporative uses water. Liquid cooling is rising with AI density.
Then there is the water you do not see: water used to generate the power the facility buys.
Scope 1 and Scope 2 both count.

[Matthew Kleiman @mattk520]

Commissioning does not create quality. It reveals whether quality was built in.
L1 through L5 look clean on a slide. The level that decides everything is L2: installation verification.
Fix it at L2, or pay for it at every level above.

[Matthew Kleiman @mattk520]

Win win. The US has about $91 billion a year in unfunded water infrastructure need, and less than 2% of water funding is private capital. Temple gets drought-resilient water infrastructure it keeps. Rowan gets a path to build. More of these deals, please. Something we work on through Blu Diamond Water.

[Matthew Kleiman @mattk520]

@cremieuxrecueil Good to see West Virginia putting the local benefits in writing: schools, sewers, water treatment, lower electric costs, and jobs. A lot of the noise around data centers skips this. Host communities deserve the upside too, and this report is looking at that squarely.

[Matthew Kleiman @mattk520]

@salasobrien This is the handoff that usually gets skimmed. Factory-built power and cooling only pay off if what arrives is verified at the point of work on site. That gap is what we focus on at @cumulusds.

[Matthew Kleiman @mattk520]

A data center can go from dirt to live load in 12 to 18 months.
Thousands of workers. Dozens of subs. 30,000+ connections. 3,000+ QA/QC forms.
Whether it hits the date comes down to one question: did every trade do the work correctly, and can you prove it?

[Matthew Kleiman @mattk520]

@mcuban I've argued a version of this for a while. The right community terms should be designed in before groundbreaking, not negotiated after the politics heat up. It's something we help communities and developers do at Blu Diamond Water.

[Matthew Kleiman @mattk520]

@mrdj1968 This matches what I see on the water and community side. Local benefits like hospitals, schools, and utility upgrades are how facilities earn a lasting license to operate. That's part of what we're working on through Blu Diamond Water.

[Matthew Kleiman @mattk520]

@elonmusk is describing the two halves of the power problem in data centers: (1) finding power and (2) getting power to the server racks.

The first half, finding power, now has a standard answer: bring your own. Gas turbines and fuel cells paired with batteries have moved from exotic workaround to permanent architecture, designed to run in parallel with the utility for the life of the site. More than 300 signatories, including every major hyperscaler, have signed @WhiteHouse's voluntary Ratepayer Protection Pledge, which commits data center companies to build, bring, or buy the generation their facilities need rather than pass those costs to households.

The harder half is everything after. Power reaches a rack through a chain: generation to transmission to a substation built for the project to transformers to switchgear to UPS to the rack. Every link has to be in place, and be proven ready, before a single server turns on.

On the projects we see at @cumulusquality, transformers and switchgear gate energization, not chips. The developers energizing on time treat power as construction scope, with the same schedule discipline and the same proof of readiness as the building.

The power strategy is now the project.

[Elon Musk @elonmusk]

Consensus estimate is that ~15GW of AI compute produced in 2027 cannot be turned on in 2027.

This is harder than just finding power, as you also need to build out all the transformers, wiring, liquid-cooling, (massive) chillers & complex networking. https://t.co/cRXJ1Wrkri

[Matthew Kleiman @mattk520]

@thsottiaux So I treat them like two different employees with their own strengths and weaknesses. Just like my human team members.

[Matthew Kleiman @mattk520]

Appreciate your engagement on here. I use both for different things. Opus understands intent better and has more common sense. It is also still better at documents and slides. But it can be lazy and a little preachy. Sol is smarter and more thorough when being precise matters. It is also a more natural writer with fewer AI quirks. But it sometimes lets perfect become the enemy of good enough.

[Matthew Kleiman @mattk520]

@librarythingtim @sama @TheAhmadOsman Yes! To me that is the most annoying UI feature of Work. Should be able to move seamlessly between "chat" and agentic". It's worse than Anthropic in this regard.

[Matthew Kleiman @mattk520]

@PenguinSix I thought I would hate the new livery, but I have to admit that I don't. It's growing on me.

[Matthew Kleiman @mattk520]

@TeslaBoomerMama Fidelity, asked for 100 and received 100. Robinhood, asked for 100, received 19. Been a Fidelity customer since 1999 and have held a meaningful Tesla position for years.

[Matthew Kleiman @mattk520]

@anon_degen_69 @OmniChainIntel @RobinhoodApp Same issue in both ChatGPT and Claude. I guess have to wait a little longer.

[Matthew Kleiman @mattk520]

@everpascal Absolutely. I took my 12 year old daughter last night. Minimal Star Wars exposure previously. Gave her a high level overview of the timeline and the Mando/Grogu story before we went. She loved it and now wants a Baby Yoda stuffy for her collection. 👍

[Matthew Kleiman @mattk520]

@Michael_Fabiano It was a fun movie. Wife and daughter, who are not usually Star Wars fans, really enjoyed it. Don’t go expecting deep Star Wars lore. Just enjoy it for what it is and appreciate its value for the franchise.

[Matthew Kleiman @mattk520]

Sorry you are having issues.

Been to Canada multiple times in the last few months, including just a few weeks ago. Smooth sailing both ways.

🇺🇸🤝🇨🇦

I have found that most Canadians are able to distinguish actions of our government and those of individual Americans. Our people still tend like and want to work with each other. I hope it stays that way.

[Matthew Kleiman @mattk520]

@rajatsuri @msuster @PeterZeihan I agree with that, too. But the fact that it is even being discussed quasi-seriously in some circles would have seemed ludicrous in 2016.