Carson Cloud

data flywheel startups in the energy sector | Ironman 140.6mi | Ultramarathon 50mi

[Carson Cloud @thecarsoncloud]

2023 - Ironman
2024 - hit by car on bike. Recovery year.
2025 - 50mi ultra
2026 - build a base to compete in Olympic distance Triathlon in coming years.

Tomorrow starts the 2026 training szn.

[Carson Cloud @thecarsoncloud]

Week 9 Monday:

Moderate threshold swim done.

Purpose: Build muscular endurance recruiting both slow and fast-twitch fibers aerobically, improve substrate utilization (fat vs carbs), and boost glycogen storage, all without compromising stroke mechanics.

4200 yards. 1:31:39 session duration. 1:49/100yd, 130 bpm avg HR, 94 TL (Low).

Two full rounds of the 300s progression (steady RPE 5-6 baseline then descending 3 seconds each), second round with paddles.

Pacing somehow stayed disciplined, technique held up. Session RPE definitely in the 7/8 range as planned.

Training Effect 2.8 aerobic.

Finished with thoracic, scapular, and rotator cuff work.

Fueled by Maurten 320, Honey Stinger Energy Chews, banana & a coke.

[Carson Cloud @thecarsoncloud]

Week 8 Sunday double

1st run: VO2max pyramid (Threshold work)
7.92 mi in 1:15 @ 9:29/mi, 159 bpm avg, 214 TL (Medium). Warm-up into the 2-3-4-5-4-3-2 min ladder at 10k pace or slightly faster, 3' jog recoveries. Solid stimulus hitting stroke volume, capillary density, mitochondria & aerobic power. Stayed disciplined on prescription. Still getting used to pacing at the faster mile times. Training Effect 3.6 aerobic / 3.1 anaerobic. Hard session, felt earned.

2nd run: Easy recovery
3.1 mi in 35 min @ 11:17/mi, 147 bpm, 59 TL (Low). Z1/low Z2 on soft/flat ground for low-stress volume. Wasn’t my freshest...tight turnaround between sessions meant I didn’t refuel/recover properly and it showed. Still got the miles done. Session RPE was supposed to be at 2-4. Felt more like a 5/6. High HR at slower pace showed this.

[Carson Cloud @thecarsoncloud]

I made field scheduling adapt in real time.

Sign your field crew up today 👉 https://t.co/c3FBSakKwR

[Carson Cloud @thecarsoncloud]

Most solar portfolios don’t have a data problem.

They have a decision problem.

SCADA, drones, soiling stations—none of it answers:
What should we do next, and is it worth it?

Until performance is tied to $, it’s just noise.

[Carson Cloud @thecarsoncloud]

@garrettcmpbll Objectionly

[Garrett Campbell @garrettcmpbll]

Introducing Objectionly: The world’s first AI Weapon for Sales Managers.

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RT + Comment "Objectionly" and I'll DM link to see why deals aren't closing in minutes.

[Carson Cloud @thecarsoncloud]

@richardbuehling Men used to go to war

[Carson Cloud @thecarsoncloud]

perception is everything…he told me.

“let me give you an example”

“what business do you think hertz is in?”

car rentals…right?

“wrong.”

“they make more money off of insurance than they do car rentals.”

“perception is the 90%.”

[Carson Cloud @thecarsoncloud]

I was today years old when I realized you don’t need to create burner emails,

you just have to add “+test” after your email

[email protected]

and it shows up in my inbox

([email protected])

Do I live under a rock?

[Carson Cloud @thecarsoncloud]

speed is how fast you move.

velocity is how fast you move without going backward.

velocity > speed

[Carson Cloud @thecarsoncloud]

Solar sales reps don’t lose deals because they can’t sell.

They lose deals because:
• The roof doesn’t match Aurora
• The MPU won’t pass
• The site survey kills the layout
• Engineering takes 3 weeks

You don’t need better closing lines.

You need tighter ops behind you.

[Carson Cloud @thecarsoncloud]

@richardbuehling Very true.

The more PEDs you inject, the better you’ll perform.

[Carson Cloud @thecarsoncloud]

the solar industry is drowning in data and starving for decisions.

scada, monitoring platforms, drone inspections, soiling stations — none of these are broken.

what IS broken is the assumption that more visibility automatically leads to better outcomes...

it doesn't.

most operators can tell you what is wrong on a site within minutes...

almost nobody can tell you whether fixing it right now is worth the opex, the downtime, or the risk.

so teams default to one of two bad options:
1) fix everything and destroy margins
2) fix nothing and accept underperformance

neither scales.

solar needs fewer dashboards and more economic judgment — embedded directly into operations.

until inspections, monitoring, and maintenance are tied to real financial trade-offs,

we’re just running very expensive awareness programs.

[Carson Cloud @thecarsoncloud]

why solar monitoring stacks still force overspend on O&M:

https://t.co/qZnCf8UKIe

[StripMallGuy @realEstateTrent]

Hands down one of the best areas to live in the world