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Mind the Storage Gap

Co-authored with Mark Khalil Deployment of renewables has been accelerating globally. In 2022, around 12% of electricity came from wind and solar, compared to less than 3% a decade ago. These resources offer access to low-cost clean energy – but [...]  Read more

Art On The Wall

I’ve written about this topic a bunch over the years. It is something I’ve been interested in for quite a while. Our homes are filled with big hunks of plastic hanging on the wall that are off most of the [...]  Read more

The New York Tech Sector

The New York Times had a piece yesterday suggesting that tech will no longer be a growth engine for NYC and the surrounding metro area as it has been for the last twenty years. I am not going to link [...]  Read more

How This Ends (Part Three)

The venture capital sector has been in a sustained downturn for almost eighteen months. How does this downturn end? Well, it may have already ended, but let’s see about that. We will know for sure in a few quarters. The [...]  Read more

Flooding

I spent a good part of my childhood at West Point, the US Military Academy. I got an email yesterday with photos of the flooding at West Point. My dad and brother used to work in that grey stone building [...]  Read more

Threads

Like tens of millions of others, I downloaded Threads onto my phone yesterday and signed up. The thing that Twitter has been missing since it killed off its ecosystem over a decade ago is competition. And as we all know, [...]  Read more

Low Rung Tech Tribalism

Silicon Valley’s tribal boosterism has been bad for tech and bad for the world. I recently criticized Reddit for clamping down on third party clients. I pointed out that having raised a lot of money at a high valuation required [...]  Read more

Low Rung Tech Tribalism

Silicon Valley’s tribal boosterism has been bad for tech and bad for the world. I recently criticized Reddit for clamping down on third party clients. I pointed out that having raised a lot of money at a high valuation required [...]  Read more

Bi-Directional EV Charging

EV sales in the US are on the rise, reaching 7% of all car sales in Q1 2023, up from 4.6% a year earlier. If that rate of growth continues, EVs will be 10% of the US car market by [...]  Read more