Investor, technologist, traveler, foodie. On a 🚀 to the new energy economy. Also, my car drives itself.

New Orleans, LA
Careers in the UI are over.
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TeslaEnergyFan retweeted
That's right, we are paring repurposed EV batteries with our own power electronics and software, "helping AI data centers get power faster without waiting on new grid connections to America’s backed-up electric grid." businessinsider.com/redwood-…
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TeslaEnergyFan retweeted

Tesla

Roadster

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TeslaEnergyFan retweeted
Roadster and a rocket have shared a ride before
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TeslaEnergyFan retweeted
Tesla has received a new ~$265 million Megapack order from Taiwan’s Apollo Power to add 1 GWh of battery energy storage for enterprise storage and grid projects. The order is for 260 Megapack 2XL units.
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TeslaEnergyFan retweeted
The gap between when power is needed and when the grid can provide it has become one of the defining constraints of this moment. So, companies need a partner who can supply power quickly, along with the materials and equipment that go into it.   At Redwood, we're building our way through that gap. We pair our own battery systems with solar and other generation sources to stand up power projects end to end, on a timeline that is faster than the grid can deliver. That's the foundation for the intelligent microgrids we're building next, sized for the demand coming from AI data centers, hyperscalers, and heavy industry.   Our work with Rivian is one example of how to solve for this moment. More on how we think about our energy ecosystem: redwoodmaterials.com/news/th…
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TeslaEnergyFan retweeted
One month after launch, we've scaled to 300+ Cybercabs serving Austin – an 8x increase in 30 days
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TeslaEnergyFan retweeted
T-Mobile spent five years trying to get rid of the exact spectrum Elon just called "the last critical piece" of complete phone coverage in America. This 800 MHz block is Sprint's old Nextel spectrum, the stuff that powered push-to-talk walkie-talkie phones in 2004. The DOJ forced T-Mobile to divest it as a condition of the $26 billion Sprint merger. Dish had first rights at $3.59 billion and walked away because it couldn't raise the money. T-Mobile finally offloaded it to an investment firm called Grain Management last year for $2.9 billion plus a spectrum swap. Grain's original plan was selling it to utilities for private networks. Fourteen months later, SpaceX buys the whole portfolio, and shares of the carriers who passed on it fall as much as 8% in a single afternoon. Here's why it matters so much. Starlink's satellite signal at 2 GHz can reach your phone outdoors, but it dies at the first wall. 800 MHz penetrates buildings. Most phones already have the band built in. So satellites handle the open sky, this low-band layer handles indoors, and suddenly Starlink Mobile covers everywhere a normal carrier does without the tower network. Stack the moves. $17 billion for EchoStar's 50 MHz of 2 GHz spectrum. FCC approval for 15,000 Gen2 satellites this week. Now the low-band coverage layer. Verizon, AT&T, and T-Mobile paid $81 billion in a single auction for C-band spectrum in 2021, then spent years and tens of billions more deploying it on towers. SpaceX assembled a nationwide carrier out of a distressed-asset sale, a forced divestiture castoff, and rockets it already owns. The walkie-talkie spectrum from 2004 ended up being the piece that lets satellites replace cell towers. Nobody who touched it for twenty years saw that coming.
We announced an agreement to acquire a nationwide low-band spectrum license portfolio that will pave the way for @Starlink to become a major mobile carrier in the US. With this new spectrum and our Gen2 constellation, Starlink Mobile can ensure Americans have access to high-speed mobile broadband no matter where they are → spacex.com/updates#starlink-…
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TeslaEnergyFan retweeted
me after spending 40 hours a week talking to LLMs
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Tesla Semi

Semi Rollout

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420 Model Ys 69 Cybercabs
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First Cybercab made using our in-house cathode material – from the first cathode plant in the Americas
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TeslaEnergyFan retweeted
A group of the world's largest shippers has made the largest electric truck order in U.S. history, ordering 2,500 all-electric Class 8 trucks. @Tesla was picked as the only primary manufacturer, with Kenworth, RIDE and Volvo named as secondary OEMs that carriers can pick instead. evwire.com/p/zet-scale-2500-…
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TeslaEnergyFan retweeted
Megapack excels in off-grid and on-grid applications, supplying large data center loads, buffering oscillating demand, helping interconnection grid-compliance and strengthening the grid - all with less local fossil generation Megapack is @NVIDIAAIInfra DSX Ready
Announcing NVIDIA DSX Ready, a qualification program for partner products and solutions that meet NVIDIA DSX AI factory reference design requirements. NVIDIA DSX Ready will help AI factory builders evaluate offerings with greater confidence, reduce risk, and accelerate deployment. The program launches with qualified battery energy storage system (BESS) and cooling distribution unit (CDU) solutions from @hitachienergy, @LGUS, LG Energy Solution, @liquid_stack, @Tesla_Megapack, and @Vertiv. Learn more: nvda.ws/4rsQbMy
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TeslaEnergyFan retweeted
Construction has started on a new $650 million @Tesla Megapack battery energy storage facility in Belgium to help power 385,000 homes. The project will use Tesla's next-gen Megablock technology with Megapack version 3. Total storage volume will be 2.8 GWh. This will be one of the largest BESS facilities in Europe. Tesla will handle all engineering, procurement and construction work and will be responsible for the site’s long-term maintenance. According to current planning, the site will be commissioned at the end of March 2028.
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TeslaEnergyFan retweeted
Australia's first 8-hour long-duration battery is now operating in Limondale, NSW Built by RWE, 144 Tesla Megapacks charge 2x faster than discharge = more daytime renewables stored to cover evening peaks & into the night
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TeslaEnergyFan retweeted
Designed with 3x more power zones than traditional panels, Tesla Solar Panels generate more energy in the shade
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Something is definitely up. @AnthropicAI & @OpenAI both must have changed classifier logic or added other guardrails because models from both companies are being weird today compared to yesterday…
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Semi is coming to Europe – Up to 550km of range at 40T (fully loaded) – 1 kWh/km energy consumption – Megacharger at up to 800 kW recovers ~60% of range in 30 minutes – ePTO up to 25kW – 40T gross combination weight, 9,100kg curb weight tesla.com/de_de/semi
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TeslaEnergyFan retweeted
Tesla has secured a big ~$800 million Megapack order from Zhero to supply 3 GWh of battery energy storage in Italy.
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