Katie Jacobs Stanton highlighted SpringCycle Energy's iron-fuel grid technology.
One of the best shows I have ever done.
1. The biggest problem today is power.
2. We will see large resistance to data centre buildout continue.
3. Micron will be worth more than Meta.
4. Export controls have meant China has developed their own architecture.
Alongside their ability to build data centres faster and cheaper, this makes them a real threat.
This and so much more on Monday but holy s*** this was like next level @AravSrinivas
Couldn't agree more. The biggest problem isn't just compute, it's reliable power.
Related, I was in (very hot) Texas this week meeting some incredible founders, including Shondip Ghosh, building SpringCycle Energy.
Solar and wind are abundant. Turning them into clean, year-round baseload power is the hard part. SpringCycle is tackling that challenge using iron as a fuel. Future pod guest? :) https://www.linkedin.com/in/shondip-ghosh-795206/
One of the best shows I have ever done.
1. The biggest problem today is power.
2. We will see large resistance to data centre buildout continue.
3. Micron will be worth more than Meta.
4. Export controls have meant China has developed their own architecture.
Alongside their ability to build data centres faster and cheaper, this makes them a real threat.
This and so much more on Monday but holy s*** this was like next level @AravSrinivas
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Katie Jacobs Stanton highlighted SpringCycle Energy's iron-fuel grid technology.
One of the best shows I have ever done.
1. The biggest problem today is power.
2. We will see large resistance to data centre buildout continue.
3. Micron will be worth more than Meta.
4. Export controls have meant China has developed their own architecture.
Alongside their ability to build data centres faster and cheaper, this makes them a real threat.
This and so much more on Monday but holy s*** this was like next level @AravSrinivas