Pragmatic solutions to big problems. Nothing here is investment advice, viewpoints are personal only, YMMV...(bsky.app/profile/cleantechin…)

Boston, MA
πšπš˜πš‹ π™³πšŠπš’ retweeted
russian hypersonic Zyrkon missiles are hitting Kyiv now. It is really loud. As a typical shitty under-state, russia invests all of its money in missiles. Having 30% of households without running water. This is a reminder for civilized nations: don’t forget to fund your own army.
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The "megadrought" is actually a return to the historic norm for this region, which was largely settled heavily during a period of relatively high precipitation. Climate change is making it worse quickly, but don't think this is a temporary phenomenon.
Water levels are running dangerously low in reservoirs across the U.S. Southwest. Declining flows in the Gila River have pushed levels to 1 percent of capacity in Arizona’s San Carlos Reservoir. sciencenews.org/article/unit…
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Or we could give people incentives to switch to electric.
my live fuel clock showing Americans now have spent $70 billion more on filling up with gasoline since March 1 (vs same period a yr ago) and $44 billion more on diesel (same dates) for a total of ~$114.2 billion spent over this time.
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πšπš˜πš‹ π™³πšŠπš’ retweeted
Good. Thousands of Alabamians were harmed by this reckless and illegal act.
Judge rules EPA illegally terminated $7 billion solar program intended to help poorer Americans - AP News apnews.com/article/climate-s…
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πšπš˜πš‹ π™³πšŠπš’ retweeted
Playing for something greater than yourself. ⚽️ @SwatWSoccer's Liesel Blau shares how being a part of @GoTeamIMPACT has helped her grow and why this organization means so much to her. πŸ’™ @NCAADIII x @SwatAthletics
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My son has scored more goals than the Spurs have this season. He plays defense.
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I know a few birdbrains who are happy today
Chickadees never get dementia; could understanding why help humans? sciencenews.org/article/wild…
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Welcome to the Nuclear Investment Announcement Newsletter, formerly known as Axios Pro Rata
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πšπš˜πš‹ π™³πšŠπš’ retweeted
Project Kati 1 completed on time and on budget. (Last week) ERCOT confirmed Kati 1 &2 part of (conditional) Batch Zero Base Load. @SolunaHoldings model works. We keep pushin’ $SLNH @McnallieM Learn more here>>> solunacomputing.com/news/kat…
$SLNH An important ERCOT development for large-load and data center infrastructure projects in Texas. On September 3, ERCOT issued its Batch Zero provisional classifications to the transmission and distribution providers handling the large loads in the process. The individual project results aren’t public. For , that makes @jbelizaireCEO comments from August particularly interesting. Discussing Kati 2 and Dorothy 3, he said: β€œWe’ve submitted it into the process. I’m not sure what the classification is going to be, but we’re expecting that we’ll have some level of base load designation for those facilities.” At the time, Soluna was still waiting to see how ERCOT would classify the projects. That step has now happened. We don’t know what ERCOT decided for Kati 2, but given what Soluna has said about the existing power position at Kati and the work already underway around the AI/BESS configuration and updated grid models, I think there’s a reasonable chance Kati 2 came through this stage in good shape. There’s also another detail worth watching. ERCOT says some projects have been conditionally included while they complete verification or cure deficiencies in dynamic model data. That is very close to the type of technical work Soluna has previously described at Kati. Still speculation until we get the project-specific result. But if Soluna confirms that Kati 2 received the base-load designation management was expecting, September 3 may prove to have been a meaningful de-risking milestone for the project.
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πšπš˜πš‹ π™³πšŠπš’ retweeted
β€œIf your goal is to make outsized venture capital returns, one single successful deployment at your startup will not be enough. Maybe β€˜this time it’s different.’ Doubtful.” @cleantechinv forbes.com/sites/robday/2026…
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πšπš˜πš‹ π™³πšŠπš’ retweeted
The car industry didn’t see this coming. In 2015 330k fully electric cars were sold globally ~1% of the market. In 2025 it was 14m, close to 1/5 of all new cars. The fleet on the road tells you about the past. Sales figures tell you about the future. janrosenow.substack.com/p/th…
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TFW the dogs are eating the dog food but the investors are all cats.
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Very grateful to have had the chance to support Soluna in their journey. This is how AI compute should be powered.
33 million tons of CO2 could be released into the atmosphere every year. From one hyperscale data center. That's roughly 7.2 million gas-powered cars driven for a year. Meanwhile, stranded and curtailed renewable energy is already available. Behind-the-meter design means no waiting and no new fossil fuel plants. Clean power is already here. $SLNH theverge.com/ai-artificial-i…
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Such an amazing talent and even more amazing person.
Dolly Parton, Queen of Country Music, Dies at 80 variety.com/2026/music/news/…
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Gartner may sue him if he keeps infringing upon their hype cycle IP. Seriously tho this is also exactly how too many early stage Cleantech investors think, too.
Sam Altman admits he was wrong on AI's timeline and says society and the economy will adapt more slowly "I thought when we got to GPT-4, which was back in 2023, that very quickly after that there was going to be much more disruption, software businesses up for grabs right away, than it turned out to be." "I think I was wrong about a few things, but one in terms of the speed: the economy just has so much inertia." "People keep doing the same things, buying from the same company, wanting to use their tools the same way. I think this is actually a positive in many ways, and it's going to make this big transition go smoother and slower. I'm grateful for it." "But it means we've all been too ambitious on timelines. Even with this incredible technology, society and the economy will adapt more slowly."
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Is that good?
Donald Trump is responsible for 1/3 of the federal debt. The other 44 Presidents together equal the other 2/3
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Exhibit #427 in β€œwhy you should think twice before tying your multibillion dollar, 25 year asset to a volatile commodity with major operating challenges”. I know there’s a land rush going on in data center development, but renewables are the way to go. wsj.com/business/energy-oil/…
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The reason other outlets haven’t called the race for Nixon is because they won’t call it until polls close across the entire state. We should get calls from the AP and others in 7 minutes.
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