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So excited for this episode. Detroit’s story needs more awesome journalists like Ashlee covering it.

The collapse of Japan's bond market has been incredibly telling. In fact, we are beginning to see some similarities in the US as deficit spending accelerates. It almost seems like investors have lost confidence in the Japanese government's ability to pay down debt.

Excellent candidate said he found us via the sourcery podcast today. Great stuff.

The most succinct post in a great thread on the subject.

Heard from an ex-Palantir guy in 🇬🇧 this past weekend: People will tell you that they are delayed by a week. I rephrase it as percent of a year: “ ‘Are you sure that you are delayed by a whole 2% of a year? Can we make it 1%?’ “

Huge congrats to my friend Adam Warmoth on launching Chariot Defense. The world needs more distributed and mobile power solutions, and the military is no exception. A company and entrepreneur to watch.

"There should be batteries everywhere...this shouldn't be a controversial topic" Couldn't have said it better Erin Price-Wright Ryan McEntush  David Ulevitch 🇺🇸

We are honored that the brilliant Brad Gerstner + and Erik Kriessmann are new , large investors in Hadrian - looking forward to a successful partnership in the coming decades!

Big congrats to Chris Power and the Hadrian team. Their exceptional execution and speed is inspirational.

This shift is happening fast. Base Power, we’re seeing more and more families skip solar entirely and go battery-first—for resiliency, simplicity, and clear savings. Solar’s still useful, but it’s just part of the equation now.

Two of my favorite things in one post 🐈 + ⚡️

Socialism will take root in America unless capitalism begins to work for more people and raises the foundation for all. We already spend more on healthcare, housing, and education than any nation. We have the minds and the money. Just need political leaders to prioritize repair

Employee insurance is insanely complicated. Level funded, self insured, composite vs age rates, co pays, co-insurance, deductibles, employer contribution %, differing provider networks, etc. So important to get right though, both for employees and the company.

📍 Austin, TX

Excellent episode where Zach Dell breaks down the electric grid. Patrick OShaughnessy as always is an excellent interviewer. Must-listen. open.spotify.com/episode/2wxAaw…

Super cool new product from Andrew Farah and the Density team

“This is a pretty unique moment in time. I'm sure most of you have noticed that. I am president of Xcel Minnesota, North, and South Dakota. We have about a 10,000 MW system. We have about 1,000 MW of DERs in our system today, and we’re on track to more than double that by 2030...

Great thread on the recent PJM auction. More importantly, this is a theme popping up all around the US (and broadly the west). We need more capacity asap, from all sources.

Extremely exciting. This is very needed.

Ok fine I’ll say it. The Bay Area is pretty nice