solving this issue will transform energy

May 29, 1953: Edmund Hillary and Tenzing Norgay became the first known people to reach the summit of Mount Everest!

In more than a decade we have not broken ground on a new commercial nuclear project and now we have two under way. wsj.com/business/energy-oil/…

⛵️ Nice way to meet founders during climate week! Thanks @lightpeter @lumen_energy!

Bacteria move around using a molecular machine called the flagellar motor that rotates faster than the flywheel of a race car engine and switches directions in an instant. After 50 yrs, scientists have finally figured out how it works. “My lifelong quest is now fulfilled.” Link⤵️

It's 2026. Humanity now generates more electricity from the great big fusion reactor in the sky (via photovoltaics) than from all our fission reactors combined.

The hyperscalers have already outspent the most famous US megaprojects

Unreal numbers 👀⚡️ "JPMorgan estimates that, had Germany not phased out nuclear power, the country would have generated 50% less electricity from fossil fuels and 84% less electricity from natural gas in 2024. Electricity prices in Germany would have been around 25% lower, and the country would have imported half as much electricity.."

‘Solar panels loaded on ship = 25 years of electricity in one cargo’

A single shot that slows your biological clock. Five aging markers improved. Benefits lasting 4 years. New study (n=3,884, US Health and Retirement Study) Shingles vaccination was associated with: -> Lower inflammation (p=0.003) -> Slower epigenetic aging (p=0.0001) -> Slower transcriptomic aging (p<0.0001) -> Lower composite biological aging score (p=0.0002) The mechanism: chickenpox virus hides in your nerve cells for life. As you age, it reactivates silently, fueling chronic inflammation even without causing shingles. Suppressing that reactivation removes a hidden accelerant of biological aging. The shingles vaccine is recommended for adults 50 and covered at no cost by most insurance plans. Vaccines aren’t just for preventing infection anymore. They’re longevity tools.

Yes

I see you - well done @celinehalioua ⚡️

Rings true “The middle is still where the complications live, where the position is ambiguous and the thing no one modeled happens and you have to play the board as it is.”

Because I'm an OG solar optimist, people assume I'm a solar maximalist. And solar is, clearly, the fastest dropping energy tech of all time, and (modulo some wild cards) likely to be the cheapest source of electrons on planet earth. But winter is a real thing. Multi-week cloudy periods are real. Batteries struggle with them. Electricity demand will be higher in winter than summer as we electrify heat. Wind clean firm (if any get their act together) are going to be a vital part of the energy mix.

Buckle up

Very awesome post. Casey’s math makes sense here. If someone can figure out how to build DC only solar systems at 25 cents/watt at the hundreds of MW scale that are insurable and financable, they will change the world.

One of the coolest 3d real estate demos I've seen in a while. Treedis brings together gaussian splats for area understanding → BIM data to check which units are available → Matterport for indoor views → and image editing AI to restyle decor and see different times of day. The data conflation problem of wrangling all these mismatched 3D assets into one seamless view is hard to do automatically - but this experience shows why it's worth solving. Every digital twin and AR vision video promises this, but here's someone actually building it.

I know things have felt bleak in the industry, but in the past week, we extended offers to three phenomenal female founders and have several more compelling companies in the pipeline. Excited about the momentum and a new era of so many brilliant founders!