Duncan S. Campbell

@duncan__c

building power for AI @scalemicrogrids and DER-pilling the youths @DER_Task_Force

NYC

dertaskforce.com

Joined March 2015

12KPosts 21KFollowers 4KFollowing

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Duncan S. Campbell reposted

Shanu Mathew

@ShanuMathew93

8 h

They’re going to go from $9bn to $70bn in 3 years. *checks notes* = 98% CAGR. Effectively doubling every year 9>18>36>72.

ShanuMathew93's tweet image. They’re going to go from $9bn to $70bn in 3 years. *checks notes* = 98% CAGR. Effectively doubling every year 9&gt;18&gt;36&gt;72.

Exclusive: Anthropic Projects $70 Billion in Revenue, $17 Billion in Cash Flow in 2028 Anthropic projects twice as much revenue from selling AI models to businesses this year as OpenAI does. Read more from @srimuppidi 👇 theinformation.com/articles/anthr…

theinformation's tweet card. Anthropic this summer hiked its most optimistic growth forecasts by roughly 13% to 28% over the next three years and projected generating as much as $70 billion in revenue in 2028, up from close to...

Anthropic Projects $70 Billion in Revenue, $17 Billion in Cash Flow in 2028

Source: theinformation.com

Duncan S. Campbell reposted

Shanu Mathew

@ShanuMathew93

13 h

AI surpassed a billion users in 3 years, way faster than other technology breakthroughs UAE and Singapore lead in AI use among working-age adults

ShanuMathew93's tweet image. AI surpassed a billion users in 3 years, way faster than other technology breakthroughs

UAE and Singapore lead in AI use among working-age adults

Duncan S. Campbell

@duncan__c

8 h

NJ governor elect going off about driving down utility costs.

Duncan S. Campbell reposted

JD Ross

@justindross

Nov 4

Where did these factories come from all of a sudden? 5GW of solar/yr from a single factory in Dallas?? Is America not that screwed here?

T1 Energy

@T1_Energy

Nov 3

Late last month, our G1_Dallas factory set a new production record: 14 MW of solar panels in a single day. Do the math: that's a 5.1 GW annualized pace. Domestic solar. It's the path to American power. Thank you to our G1 workers!

Duncan S. Campbell

@duncan__c

Nov 3

If we’re thinking this big, how does Starship in 15 years stack up?

Palmer Luckey

@PalmerLuckey

Nov 3

This chart is why we need to use the power of the atom to excavate a network of cargo-capable interstate canals, a maritime equivalent to the National System of Interstate and Defense Highways:

PalmerLuckey's tweet image. This chart is why we need to use the power of the atom to excavate a network of cargo-capable interstate canals, a maritime equivalent to the National System of Interstate and Defense Highways:

Duncan S. Campbell

@duncan__c

Nov 3

anyone here want to collab with Scale on a neat data center energy optimization problem? team isn't big enough to take it on atm and I want to start now.

Duncan S. Campbell

@duncan__c

Nov 3

first pole-mounted energy storage system in the US interesting...

Duncan S. Campbell reposted

Taylor Jackson

@TayloredMusings

Nov 3

Rockefeller had literal mental breakdowns (his hair fell out!) wrestling with what to do with his fortune, but the challenge was giving it away, not making more. He personally read 10s of 1000s of small requests until he effectively invented modern philanthropy out of desperation

Duncan S. Campbell reposted

Joseph Bohm

@josephbohm

Nov 3

Empty words. Dems were in control of PBUs and PSCs for 20 years. They could revoke utility license at any time and/or force them into bankruptcy through endless legal battles. Words require credibility.

FactPost

@factpostnews

Nov 1

Mikie Sherrill: On day one, I'm declaring a state of emergency on utility hikes. I'll freeze those rate hikes to lower your family's bills. New Jersey, I am not playing. I am not writing a strongly worded letter, I am not starting up a working group, I'm not doing a 10 year…

Duncan S. Campbell

@duncan__c

Nov 2

My entire feed is people freaking out about Zohran. “Fuck anyone who likes Zohran” “Zohran is wants to destroy America” “He’s a massive outright anti-Semite” Feels like 2020 again.

Duncan S. Campbell

@duncan__c

Nov 2

I have a theory. It’s not that people used to be better. It’s opportunity cost. We’re good at finance now. Very rich people have many rational places to invest their money. Back in the day, if you were rich enough, the money started to pile up with nowhere to put it.

Will Manidis

@WillManidis

Nov 2

over the next decade, trillions will be extracted from the markets by a new generation of technology industrialists yet not a single one of them will put those dollars back into the ground to preserve our collective human history like Rockefeller and many of his generation did

WillManidis's tweet image. over the next decade, trillions will be extracted from the markets by a new generation of technology industrialists

yet not a single one of them will put those dollars back into the ground to preserve our collective human history like Rockefeller and many of his generation did

Duncan S. Campbell reposted

Knox Harrington, PhD, MBA, ERP, CFA

@amn3siak

Nov 1

Good morning. The T&D part of your electricity bill went up again this month.

amn3siak's tweet image. Good morning. The T&amp;D part of your electricity bill went up again this month.

Duncan S. Campbell

@duncan__c

Nov 1

One giant assumption in power system mix / LCOE / capacity expansion / optimization models is that load shapes will be the basically same in the future despite the presence of very cheap daytime energy.

Duncan S. Campbell

@duncan__c

Oct 31

I’ve always conceived of America as a place where we rejected the European ideal of maintaining a specific cultural and instead we all are expected to embrace the virtues of America (freedom, equality, rule of law, etc) and are free to do so in any manner we please.

FactPost

@factpostnews

Oct 29

Vance says it is "totally reasonable and acceptable" for people to not want to live next door to people who speak a different language than they do

Duncan S. Campbell

@duncan__c

Oct 30

IMO a lot of these types of observations simply come down to them being better photos: 1) people wore better clothes 2) black and white is cool 3) no goofy poses

Christian Keil

@pronounced_kyle

Oct 29

Inventors used to have incredible aura. This is Ernest Lawrence and his team, posing with a massive magnet that would become part of the original LNBL cyclotron.

pronounced_kyle's tweet image. Inventors used to have incredible aura.

This is Ernest Lawrence and his team, posing with a massive magnet that would become part of the original LNBL cyclotron.

Duncan S. Campbell

@duncan__c

Oct 29

What’s the heat engine? Has to operate for years without maintenance. Planar spring free piston stirling? Something solid state?

Kevin Sekniqi 🔺

@kevinsekniqi

Oct 28

Before we go interplanetary, we are first building STARFALL V1, an exclusively commercial terrestrial power system that produces 40 kWe energy continuously for years.

kevinsekniqi's tweet image. Before we go interplanetary, we are first building STARFALL V1, an exclusively commercial terrestrial power system that produces 40 kWe energy continuously for years.

Duncan S. Campbell

@duncan__c

Oct 29

Gates was always beating back the climate doomers lol

David Sacks

@DavidSacks

Oct 29

With Climate Doomerism fading, AI Doomerism will become as the central organizing catastrophe on the Left. It justifies their takeover of the economy and especially the information space. And it has enough pseudoscience and Hollywood storytelling behind it to seem compelling.