nvo

sent my dad a random seed-stage transdermal pharma R&D link

his unprompted response (didn't ask any specific q's)

woulda been a great VC

luckily he was too busy actually making products that helped ppl

4D chess genius

big wheel keeps on turning

++ here's the TSLA BESS delivery chart updated for Q1

this is now the only piece of its business I like

sold all my holdings months ago

rip to an immaculate badass

fun fact: before priesthood, he worked as a janitor & bouncer

“As stewards of God's creation, we are called to make the earth a beautiful garden for the human family.”

&

“It’s hypocrisy to call urself a Christian and chase away a refugee."

&

1000x other bangin' ""s

good god, CATL & BYD are gonna eat the world

meanwhile, the U.S. is shifting to competitive versus cooperative games.

congrats on pushing the rest of the world to cooperate without us lol

1994 subaru sambar for sale - New York, NY - craigslist Selling this right-hand drive Supercharged 1994 Subaru Sambar! This was recently imported from Japan and comes with a CLEAR GEORGIA TITLE along with copies of all importation paperwork. Exterior has.....

anyone feeling charitable & wanna gimme 9.5k ?

newyork.craigslist.org/mnh/ctd/d/ne...

don’t pay attention to the stock market, especially day to day

debt markets tell you more

& the story there is worse

same with commodities & forex

I guess I should focus on building audience over here because, trust me guys, my spidey senses have been good of late

see tweet date - not that I’m at all happy about being right

i ain't gonna dig into the details but if anyone wants to run with some internal docs from the EPA on what else is coming down the pike - here u go

rt

you know I will & you too!

💪🏼 Berlin this summer

you might not think you have that much influence sometimes but remember, you often have NO idea what’s happening “behind close doors” as it were

Likewise

word on the street is Gradient (the heat pump co):

• just did an RIF (workforce reduction)
• struggling to get manufacturing plant up in India
• struggling with gen 2 of product

🥴

I'm not gonna write the article, but you heard it here first

(sad DJ Khaled voice) ANOTHER ONE

"Battery recycling company Li-Cycle, which last year received a $475M federal loan to build a factory in NY, announces it could go out of business and doesn’t have enough money to meet the requirements needed to access the loan. (E&E News)"

Trinasolar develops 808W solar module using perovskite/silicon tandem cells Leading Chinese module manufacturer Trinasolar has developed an 808W solar module that uses perovskite/silicon tandem solar cells.

this solar module offers more than 1 horsepower

www.pv-tech.org/trinasolar-d...

Is this thing on On whether the data center story is really that important

apropos the coreweave IPO, all I will say is NO ONE could have guessed the AI energy demand story was overblown in the short term...

no one...

www.keepcool.co/p/is-this-th...

economy super strong for sure

guess I’m a photog now too

lord make me chaste

, but not yet

…And now there’s the chance, because [people are realizing it’s their] … property insurance, homeowner's insurance, the value of [their] main asset, [their] home.”

More thoughts to come—great session @jael.bsky.social

“If you ask the public whether we should charge a fee to big corporate polluters for the cost of their pollution, it's ~12% opposed, 70%+ in favor. You don't often get 60 plus % margins on issues; the public is very much with us. We have to make that case effectively again…

Very much enjoying the sessions at @heatmap.news energy & policy event in DC, particularly Senator Whitehouse (RI) speaking on why protecting the IRA is a *legislative* priority, NOT a **narrative** priority.

The narrative priority, from his view (which I share) is roughly along the lines of…

bess go br

(via bloomberg)

www.bloomberg.com/news/article...

gas guzzlers out, war in

👀 “Schneider Electric has 300 employees focused on AI only”

Listening to their new energy data management platform release

Replace all of New Yorks food truck generators with Bess and you’ll get your first real vpp

Why We Should Worry When Whales Stop Singing A hungry whale is a quiet whale. A new first-of-its kind study found the marine mammals vocalized less after a marine heat wave decimated their prey, making whale songs a barometer of the effects of c...

nice one

accompanying reading, albeit sad:

www.bloomberg.com/news/article...

sorry non-gregorian calendar obviously; new year is spring equinox in my book!