e/acc

Reporter and writer. I cover energy, climate change and geopolitics. Contact me via my website www.alexanderckaufman.com and subscribe to kaufman.substack.com.

don't we need the new power plants anyway? it's fundamental to economic growth.

imho miners should utilize the margin and be incentivized/taxed/credited to bootstrap more sources en situ.

otherwise we get these weird concentrations at Three Gorges or Kyrgyzstan, cause miners love efficient markets.

my pet enterprise is the belief that 

1) residential properties can handle enough solar PV for all appliance needs
2) households will eventually subsist on local economic agents
3) revenue for intensive energy production/consumption (i.e. nuclear + water treatment) is unavoidable for sincere humanitarian adaptation to climate change

carrying capacity of Earth for all applications and OOM population increase is nowhere close to saturated. 
the politics "above the node" are the kludge.

𝖒𝖆𝖓𝖉𝖆𝖙𝖚𝖒 𝖆𝖉 𝖆𝖘𝖙𝖗𝖆

success vaguely hinges on marrying hardware (storage, smart inverters), software (agent platforms, token economics) and governance (local co‑ops, sandboxes). If we can get those layers working in unison,it’ll prove that humanity’s true bottleneck isn’t atoms or electrons it’s the systems we build around them.

skunkworks

depots and dispatchers.

physical, tamper-evident security and reputable, shortest-path chain-of-custody.

precisely

it's a pathfinding problem: https://warpcast.com/m-j-r.eth/0x12ea544a

at some point there's reproducible node-environment fit. then the "metaverse" footprint may evolve to more economic value. if there's a moat, there may be an outsized return.

not sure why we'd pursue anything less.

𝓜𝓲𝓵𝓪𝓭𝔂—𝒻𝓇𝒾𝑒𝓃𝒹𝓁𝓎 𝓃𝑒𝒾𝑔𝒽𝒷𝑜𝓇𝒽𝑜𝑜𝒹 𝓃𝑜𝑜𝒷—𝑒𝓉𝒽 𝓃𝑒𝓌𝓫𝓲𝓮🪆

I’m guessing you bookmarked this cast from 8 months ago?