mikeyroom

a thing or two about power & energy

[mikeyroom @mikeyroom]

@pickeringenergy The audience for the 20% fee is Europe/China who’ve done nothing to pressure the Iranians to allow free access to strait and possibly a tactic to provide cover to Iran to charge a less than 20% fee (2%?) to reopen the strait on “their” terms. E.g. another potl offramp.

[mikeyroom @mikeyroom]

@BillAckman Assumes that infrastructure layer is sticky, non-commoditizable part of the stack. Tollbooth analogy depends on the bridge being scarce. Serving open-weight tokens is the most commoditizable activity. If the model layer commoditizes, why doesn’t the toll?

[mikeyroom @mikeyroom]

@TeddyGambino Underneath power lines

[mikeyroom @mikeyroom]

@TheDailyShow He’s starting to look like Rodney dangerfield. Should play him in the biopic if there is one

[mikeyroom @mikeyroom]

@TheStalwart Birch beer is much better

[mikeyroom @mikeyroom]

@ContrarianCurse Do you export to Europe? Just curious

[mikeyroom @mikeyroom]

@EGYOSINT @JackofBlades22 what is the strategic benefit to iran of doing this? are they actively trying to raise oil prices/chaos?

[mikeyroom @mikeyroom]

@blueprintsmb22 But is there evidence Iran is targeting ships running some sort of blockade?

[mikeyroom @mikeyroom]

@TeddyGambino None of these tables is ever a statistically relevant sample anyway

[mikeyroom @mikeyroom]

@ContrarianCurse What do you think of CSCOs efforts to break into DC?

[mikeyroom @mikeyroom]

@SullyCNBC How will Saudi and UAE, which are all the spare capacity, get this output to market?

[mikeyroom @mikeyroom]

@blueprintsmb22 Why

[mikeyroom @mikeyroom]

Best part about it is unlike a diesel/gas generator, when power goes out, backup is immediate. No wifi cycling.

[Elon Musk @elonmusk]

True, install a @Tesla Powerwall to have uninterrupted power for your house.

When your utility goes down, you will be one of the few in your neighborhood with working lights, working refrigerator and able to charge all your devices.

[mikeyroom @mikeyroom]

@blueprintsmb22 @SmallParcelGuy @JaredKubin Starting on the eve of Covid is silly

[mikeyroom @mikeyroom]

@IvanTheK Or just a better entry point for the second headline

[mikeyroom @mikeyroom]

@modestproposal1 That slide suggests inst’l ownership totals 450k SFH. Seems low relative to bottoms up tally of major players’ portfolios.

[mikeyroom @mikeyroom]

@inglouriouscap Where would u put energy

[mikeyroom @mikeyroom]

@RyanDetrick How much of this is due to hyperscalers underdepreciating assets?

[mikeyroom @mikeyroom]

@ContrarianCurse Please let me know when we're about to draw down 20%

[mikeyroom @mikeyroom]

@ContrarianCurse Life feels best when you can feel growth. Good 1