Seeing news about another payoff for non-development of energy resources today: www.nytimes.com/2026/06/29/c... A few hasty Questions I Would Ask in Discovery (QIWAID, call me Dennis):

Like -- do these people have any self-respect? Good lord

Wow. Buckle up, folks -- the data center infrastructure boom is just getting started. h/t natbullard and Halcyon! (part of me wonders, do we have the infrastructure to support this level of investment??? What amount of that capex has a reserved spot for power already?)

Some helpful context from IEA via Semafor this morning: While data centers are shaping future load in the US, they are part of a bigger story of electrifying economies when we look across the world.

How many newsrooms could 1% of AI-related revenues sustain? 5%?

happy accepting gold at the winter aging millennial olympics for this NA italian amaro

One thing I haven't seen discussed (and another insight from thinking about unexamined, load-bearing assumptions) -- do we have the tools and framework to understand the impacts/costs of new data centers on the grid?

Contrary to these folks, I personally found it quite easy to not be in the Epstein fiels

In @financialtimes.com's briefing this morning, the inevitable logic of enshittification rears its head at OpenAI: pocketcasts.com/podcast/ft-n... shout out to @pluralistic.net.web.brid.gy of course!

It can be hard to hold onto a sense of scale when we're talking about the grid. A few references:: - Each US household uses ~1 kW of demand. - One Costco uses ~1 MW of demand (not sure if that's average or peak!) - There's 1,000 GW of generation today, growing fast

I skimmed through the NERC Long-term Reliability Assessment that came out last week. Lots to dig into in there -- but I think we can all agree that grid conditions are getting tight amidst forecasts of a data-center-driven demand boom in the short term.

rooting for the patriots (lawful evil) in the super bowl because then UNC (neutral good?) would be the 6th school to produce both a super bowl QB and a president

I've been reviewing NJ Gov Mikie Sherrill's day-one executive orders with some interest this morning--they're a fascinating snapshot at how we're defining the problems we're facing and what options are on the table for doing something about it.

Canary inbox: Coastal Virginia Offshore Wind (CVOW) is nearing completion off of Virginia Beach. That's 2.6 GW--the biggest offshore wind project in the country-- in the Southeast, projected to be online in the next 6 months. we likely have the tax credit sunset to thank for it!

k-pop demon hunters: perfect film, i am revived

dead-ender behavior. I know I'm like a decade too late on this, but if we can't develop societal anti-bodies to these performances...we're cooked. decorahnews.com/news/15338/i...

how were nerds transmuting their niche interests into aura before black sabbath? was there an aleister crowley society or something?

From semafor: As the dust is settling on OBBB, storage is (roughly) full-steam ahead www.semafor.com/article/07/2...

Durham, NC’s catbirds reaching just unrealistic levels of cuteness and delight rn

Another shoe yet to drop: Data center load could really change the reliability dynamics for our systems, and AFAIK the big utilities (Southern/Duke) in the Southeast haven't re-run their reliability analyses with their shiny AI loads

BREAKING: Deadlifted 3x5 at 225 on my birthday :)

Delighted to have some of our thinking about Virtual Power Plants show up in Newsweek today: newsweek.com/why-virtual-.... We're sitting on a sleeping giant of power grid resources in our cars, thermostats, and water heaters--let's tap in.

I can't stop thinking about the total suffering of g_zans facilitated by the US state, the representative of our collective will. In the last few week's I've heard people ask 'what you'd do if you lived under X or Y atrocious regime.' Not sure if that question's hypothetical.

David Roberts: Hugely respect you and see you as an energy writing Obi-wan figure, but I cannot handle that many more subject lines with "What's up with <X>?"

This Podcast Is Making Me Feel Emotional About Timbaland And Missy Elliott pca.st/episode/3225...

desire - caroline polachek

this guy sucks but this is obviously a joke. say it aloud in tuberville's accent

i want to see a list of basic stuff we're close to losing... this is a fertile moment for re-affirming that we do HUGE things for each other & we should defend em! - I like that we do alzheimers research! - I like that we have parks! - I like the cfpb! let's keep doing that stuff. let's do more!

instead of resting my brain workshops messaging now... here's what I got-- - keep our promises (to workers, to families, to the future, to the world) - f#%@ this (could be f%#@ this or fix this! cute!) - patch notes (for the gamers out there) anyway hire me as a consultant

i do feel intense privilege for my email-type job but sending emails can also be legitimately exhausting

Climate change really is a "facts don't care about your feelings" situation. No matter what the gov websites say, climate/atmosphere dynamics are going to keep doing their thing, capital still needs to understand risk, and reinsurers still work to stay solvent.

When normal people read this graf, do they get a sniff of incoherence or hypocrisy? Or am I like way outta the mainstream consciousness on this? (From @robinsonmeyer.bsky.social 's great piece yesterday: heatmap.news/politics/tru...)

what’s your Project 2025???

had an inexplicable urge to listen to styx this morning—this does not bode well

I Love Feeding My Dog Parmigiano Reggiano

Odd Lots hits on a blunt reality of 2025: Today's climate politics don't create stable federal policy. We gotta multitask to get this right: How far can we get with what we've got? and how do we build politics/policy that change the balance of politics?

Post your meathead news years' resolution: This year we're squatting and deadlifting two plates, benching our body weight and doing 10 pullups

my back-of-napkin has been one household uses 1,000 kWh a month, which is like 1.5 kW average demand. So 1 MW = 666 households! 1 GW = 666,000 households! That's Southeast, pre-EV. EIA has all the data you'd want on this.

Speaker El*n is an Online Fever Dream, but I'm learning to think twice when my first instinct is to dismiss some prospect as too absurd and dismal to happen. Trump 2 Meme secretaries + speakers so obviously resonate with how people consume political media today. we're not ready.

one of the things about the Green New Deal era of US climate politics that I miss has to do with this - felt like there was a real sense that political energy could and should be devoted to building actual stuff. still on that team

flattered that youtube's ad algorithm is sending me Shen Yun ads

Congrats to @wilson-energy.bsky.social and grid strategies on the 2024 data center load report--wanted to add add'l insight from looking at Georgia Power's quarterly large load forecast (s/o to Celia Tandon for putting this together!)

how are y’all using bluesky? more specifically, which feeds are you using? i’m still struggling to ID the one that feels like the right “default” feed. Or maybe that concept is outmoded….

Still can't get over that this band has a @heatmap.news reporter in it, congrats to @jael.bsky.social on proving out that DC still has the juice https://pitchfork.com/features/lists-and-guides/best-rock-albums-2024/

Derek Stenclik is smashing core paradigms of how we model the power system and fully demo-ing his results live on the zoom. He's just operating at a different level. Thanks to @gridlabenergy for bringing these insights to the world and derek for singlehandedly changing the game.

I've been weirdly hesitant to post, either here, or on twitter, since the trump win like a month ago. Like a lot of us, I was pretty jarred by the initial results and my response to that is to hunker down and collect all the takes I can to inform a new, corrected perspective. Too Many Tabs disease.

Apropos of nothing, this absolute metal psychout called Absolute Elsewhere feels like a good place for my brain to go right now www.youtube.com/watch?v=6N4r...

people riding coach on airplanes should be legally allowed to jeer the first class barons as they pass

what are the general expert takes on CAISO's integrated resource planning practice? It seems like a sensible division of labor -- public institutions charting the course, smaller entities filling in the details. Any critiques abound out there?

You think you've changed and things are different and then Justin Vernon releases another earnest guitar song open.spotify.com/album/5VFsih...