Rakshith Bellam

18, @UCBerkeley, energy + national security + tech policy, niners fan + chicagoan

[Rakshith Bellam @rakbellam]

@michaeljmcnair And regardless I think we see this validated eventually, whether through TBC or newer methods. Just heard of @QuaiseEnergy using fusion-derived millimeter wave beams to vaporize hard granite rather than grind through it. Tech addressing the geology problem is moving very fast rn.

[Rakshith Bellam @rakbellam]

@michaeljmcnair I think I'd want to see if the cost drops far enough to unlock all that latent demand. So far the Vegas loop numbers are mostly TBC's own, and it's a small low-speed shuttle rather than a high-capacity line. Would love to see independent cost-per-mile on a harder project.

[Rakshith Bellam @rakbellam]

@ShanuMathew93 Temporary power caused by interconnection queues creates pressure to cut corners on permitting and runtime. I think immediate solutions on part of datacenters would be colocating near existing generation or expanding demand response programs in exchange for faster interconnection

[Rakshith Bellam @rakbellam]

@ShanuMathew93 The deeper issue is enforcement capacity not scaling with temporary power. most datacenter-dense counties have 7:1 genset to datacenter ratios. Virginia DEQ just expanded the definition of 'emergency' to increase runtime because grid upgrade timelines are forcing planned outages

[good @thenarrator]

if i were starting PM market making today i would skip sports and go straight to long-dated macro

wide spreads, thin books and almost no competition

the boring markets are sometimes the profitable ones and almost nobody is quoting them​​​​​​​​​​​​​​​​ (everyone is focused on sports, 15-min ct prices and other fast paced markets)

sometimes slow is fast

[Rakshith Bellam @rakbellam]

@skorusARK Great breakdown, also long on orbital compute because of the opex gap. @Starcloud_ 's white paper models a 40mw cluster at ~$140m in grid energy over 10 yrs vs ~$7-8m for orbital solar. Scale that to 1GW and terrestrial energy costs alone approach $3.5b vs ~$175-200m over 10 yrs.

[Rakshith Bellam @rakbellam]

@ramez The speculative queue issue is huge, CAISO's low entry costs and weak withdrawal penalties means developers could hold queue spots as free options on future capacity with low downside for leaving. >70% of CAISO requests were withdrawn, congesting the queue for viable projects

[Ramez Naam @ramez]

Everyone who cares about climate should understand this. Texas, with no pro-climate policies, has blown passed California in clean energy. In large part because Texas has less red tape and makes it easier to build.

[Rakshith Bellam @rakbellam]

@wayne_nelmz agreed that financing is the most solvable but id say the main bottleneck right now is transmission capacity and the interconnection queue