Cody Hill

Hey @dustinmulvaney.bsky.social , was trying to find you on twitter and had to login here, let me know if you're available to catch up one of these days

*peakers, damn autocorrect

At one point we also permitted a 300 MW battery there too, to replace some of the 70s era leakers

Obvious parallel to draw in AI and data center development right now, on a different part of the hype cycle

The EV Shakeout | Research Affiliates Led by Elon Musk’s Tesla, the bull market in electric vehicle (EV) stocks had all the hallmarks of a big market delusion.

Two things that ring true from my experience:

1. My EV is superior to every ICE I have ever owned, and the technology will win over time

2. An EV stock shakeout is underway. The bigger the narrative, the greater the risk of overpaying for it.

Good article on point #2:

I read your last sentence so quickly that I missed you had already gotten to the same punchline

Apollo 12 was technically also a moonshot

Your friendly demeanor already gave you away

This is the first time I've been pleased by logging into Bluesky. Thanks Eric.

YouTube video by mistermister668 The Oscar Peterson Trio – In Tokyo, 1964

This is a truly great recording of the Oscar Peterson Trio that I stumbled on the other day. Thank you Youtube algorithm.
youtu.be/_mxcUlw5fRk?...

Reminder to folks in the electric grid / battery energy storage space: Nickel based lithium ion chemistries like NMC and NCA make up like 95% of the US electric vehicle fleet, and we are generally comfortable with their safety profile.

Safety is a characteristic of the system.

(My 1st #energysky)

Thanks Joe. Good to see you here or anywhere

Here’s what I’ll be reading on today’s flight. Always great to spend time with @stewartbrand.bsky.social’s fellow travelers

Posted in the hope that anyone wants to talk about any of them

Books I’m currently part way through and enjoying and intend to finish some day soon (lol, help):
East of Eden
The Odyssey
Overstory
Pachinko
Lake Success
Co-Intelligence
The Enlightenment
History of Jazz
Cadillac Desert
The Nature of Technology
The Good Ancestor
Raising Cain

IAH remains the perfect airport for Houston: sprawling, ugly, perpetually under construction, also comfortable with good food

Thanks Reed! Good to hear from you man

Oh dear, the first full page of posts I see are complaining about Trump and federal politics generally. Better get my muted terms list in order!

Hey everybody. Thanks to several of you for the weeks of digital and in-person badgering to join BlueSky, it worked.