Notes

50x Leverage

AI can deliver dramatic leverage in specific conditions. The hard part is knowing where it is real.

480k Feeds of Data

Why Zigbee beats LoRaWAN for dense commercial buildings and how EpiSensor unifies the data layer.

Electricity to Money

Rising AI electricity demand will increase grid pressure, making flexible load orchestration strategically important.

The Aliens Have Already Landed

AI is alien technology. We don't yet know if it will teach us secrets of the universe or harvest our innards.

Founderless and VCless

AI does not remove startup risk, but it can reduce the cost of getting to real market evidence.

Interstellar

Gauging AI adoption across the industry and making peace with the pace of change.

Choose Progress

Everything is either energy constrained or intelligence constrained. Solar PV and AI are changing that.

Our Fusion Reactor in the Sky

Silicon, solar, and intelligence — the cosmic puzzle nearing its solution.

Bitcoin Mining and Renewables

Excess solar PV needs a customer. Bitcoin mining ASICs colocated with renewables might be the answer.

Hit Climate Targets by Building the Tech

Data centres and other flexible loads can help grids absorb renewable intermittency during the transition.

What Happens When the Grid Drops a Gigawatt

A bedtime story about grid frequency, interconnectors, and why IoT infrastructure matters for the energy transition.

If AI Progress Stopped Right Now

Intelligence has been a limiting factor in many systems problems. AI lowers that constraint, but execution still matters.

LoRaWAN is the wrong tech for dense sensor networks in buildings

Great range, wrong trade-offs. LoRaWAN cannot handle dense building data or reliable OTA firmware updates.

Solar and Batteries Will Win the Race

Solar and storage will win. The missing piece is IoT infrastructure that makes assets aware of grid conditions.

People Serious About Software Should Make Their Own Hardware

Energy management needs a 10x improvement. That requires vertical integration of hardware and software.