Ramez Naam

An eye opening look at how we deceive ourselves in order to deceive others.

An eye-opening look at how we deceive ourselves in order to deceive others.

Great thread here. With a helpful dose of humility for all of us trying to build or predict the future of energy.

Great paper! I think your conclusions out to 2030 are very reasonable. I do think the bottleneck is much more likely to be demand and firm offtake contracts (along with permitting for all the renewables / transmission needed) rather than supply of electrolyzers per se.

Darkly amusing and insightful thread from @CJHandmer . Let's build for the long term future we want.

The electric grid, and specifically long-distance power transmission, is now the number one bottleneck to decarbonizing electricity. Great piece by @LizaBReed

This is a great thread, Jesse. Thanks.

Good thread on current trends in climate VC and public markets, and what it might mean for fundraising and exits.

Auke had a great thread and presentation on why electric trucking looks extremely promising. IMHO the biggest issue there now is grid support for fast highway charging for trucks. Peak loads are in the MWs per truck stop.

Thoughtful thread on generative AI and LLMs.

Informative thread on how US policy aims to build a domestic battery supply chain.

It was a good post.