James McWalter
@james_mcwalter
Enabling the autonomous development of all the world’s power projects as CEO @Paces_AI.
قد يعجبك
We can now build the one-person $1B power development company. By leveraging AI and robotics we are seeing the emergence of "A flywheel of compounding infrastructure buildout... data centers that can build other data centers." (Sam Altman)
Fred Wilson literally revealed the most important trait of a successful founder:
Had a fun time on the Paces podcast with @james_mcwalter We chat how ESG is changing, why AI is pushing power demand to new levels, what the “chip-to-grid” buildout really looks like, and how land, power, and permitting are shaping who gets to capitalize on AI dc growth!
New podcast episode: @james_mcwalter talks with @Lazard’s @ShanuMathew93 about how AI, sustainability tech, and rising power demand are reshaping markets. Listen now for clear takeaways on what’s changing, where the real bottlenecks are, and what’s hype: [link]
![paces_ai's tweet image. New podcast episode: @james_mcwalter talks with @Lazard’s @ShanuMathew93 about how AI, sustainability tech, and rising power demand are reshaping markets. Listen now for clear takeaways on what’s changing, where the real bottlenecks are, and what’s hype: [link]](https://pbs.twimg.com/media/G6NK5xuW8AA-yVG.jpg)
Data center-driven electricity demand growth is still slower than the pace of electricity growth in the 50s and 60s. From an excellent report by @RobGramlichDC, via @ShanuMathew93
you should probably not work at a startup or be around startup CEOs if you don't want to get asked about why this isn't happening faster... always, until you die or the company achieves mega-scale. and even then, we're gonna want it to go faster. and it almost always can go…
New podcast episode: @james_mcwalter talks with @Lazard’s @ShanuMathew93 about how AI, sustainability tech, and rising power demand are reshaping markets. Listen now for clear takeaways on what’s changing, where the real bottlenecks are, and what’s hype: [link]
Great work from the @paces_ai team on how many grid planning initiatives are not lining up with geos that data center focus on!
Everyone’s planning for the next data center boom, but what if the grid is building in all the wrong places? Our new whitepaper maps 760K acres across Texas and found that only ~17% of substations have room for the coming 80 GW surge by 2030. See the solution:
How long it takes to build a clean energy project: Texas: 4.5 years California: 10 years There are some projects in CA that were originally planned when George Bush was president that are still not complete.
My team and I spent hundreds of hours identifying 1,000+ data centers in the US. My biggest takeaway: Many of these projects are really big, and they are being built really fast. 🧵
Data centers are redefining grid flexibility. In our latest podcast episode, @james_mcwalter speaks with @EDF_power’s Gabe Messercola about how to turn underutilized wind and solar sites into high-demand power hubs.🎧 Listen here: hubs.la/Q03RzFX50
I have a long-running list of these surprises for first-time Founders and CEOs. Here are a few that weren’t on Brian’s list. 1. Your calendar becomes everyone else’s calendar. Every gap gets filled. 2. The hardest conversations are never on the calendar. They start with “Got a…
Things that surprise first time CEOs 1. It’s more stressful than they thought, particularly being responsible for a lot of employees 2. You’re the shit umbrella for all the company’s woes. 3. There’s no one to complain to (other than your cofounder) 4. If you’ve done it awhile,…
I think a good vibe to have as a CEO is to be “constructively dissatisfied.”
Tier 0: the electric stack
"You can break AI down into 5 tiers." - George Hotz "Data centers - tier 1, fabs - tier 2, Nvidia/AMD - tier 3, OpenAI/Anthropic - tier 4, and completely worthless things like Cursor and Windsurf, which are tier 5." "OpenAI and Anthropic will eat all the value from the Cursors…
It’s wild how this whole industry just needed a little new demand to get innovative and muscular. We were all just fucking grinding in a drought for 15 years, gasping for drops of sustenance. Now people want our shit for the first time and it’s crazy. Let’s fucking go.
Google will buy power from what may be the first large-scale gas power plant with CCS in the US blog.google/outreach-initi… Google has previously backed enhanced geothermal, advanced nuclear and long duration storage.
Automation is reshaping renewable development. At #DERVOS, @James_McWalter joined a panel on how technology can help build projects faster and smarter. Great to sponsor and connect with others working to scale clean energy. ⚡
Drew just released a white paper detailing what his company Heron Power is working on. In short, the goal is to drastically reduce the number of components required between the substation and data center racking. That also, in turn, dramatically increases the efficiency from…
AI compute is scaling faster than the grid infrastructure supporting it. At @heronpower, we’re rethinking data center power from first principles — leveraging DC architectures inspired by energy storage and renewables to enable gigascale AI. Today I'm excited to share Heron's…
a truly incredible DERVOS, thank you all ❤️
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