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USV
@usv
Inspired by @danielmason @danigrant and the writing of @nascent, we spent time this week discussing topics like web proofs, the unreliability of agents, our flexible load sub thesis, and whether Claude might be the enterprise super app... 🧵
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1/ The Flexible Load Sub Thesis: A variety of our climate investments are positioned as grid assets that can perform energy intensive tasks using excess renewable offloads. As electrification creates more strain on the grid, we like businesses that can take advantage of the overproduction from renewable sources.
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