Californians, how’s that monopoly treatment feel? Your rates have risen while your suppliers costs have dropped. Great success! Let me guess, if only they could combine into one super monopoly then it would be fixed, right?

Anyone who does CLAIM they can guarantee reliability is a fraud in gridops. If you think there is some guarantee, you are a moron.

Let’s go!

I promise this will be the best 20 min you spend today! Robotics: Endgame, the sequel to my last year's Sequoia AI Ascent talk, "Physical Turing Test". I laid out the roadmap for solving Physical AGI as a simple parallel to the LLM success story. Be a good scientist, copy homework ;) And stay till the end, more easter eggs and predictions for your polymarket! 00:30 DGX-1 origin story at OpenAI, I was there in 2016 signing with Jensen and Elon. Heading to the Computer History Museum! 01:42 The Great Parallel 03:31 Robotics, the Endgame 03:39 Why VLAs fall short 04:32 Video world models as the 2nd pretraining paradigm 06:09 World Action Models (WAM) 07:46 Strategies for robot data collection and the FSD equivalent to physical data flywheel for robot manipulation 11:06 EgoScale and the Dexterity Scaling Law we discovered recently 14:00 Physical RL: bridging the last mile 15:39 DreamDojo: an end-to-end neural physics engine for scaling RL in silico 17:00 Civilizational Technology Tree and my predictions for the near future. Spoiler: it's closer than you think. Thanks to my friends at Sequoia for inviting me back to AI Ascent this year! I had a blast! Last year's talk is attached in the thread if you missed it.

Oof. When you just openly tell people you are a tourist here. Go take a look at the capacity results and load forecasts back in 21-22 for PJM. That’s not to say PJM couldn’t do a LOT better, but current load growth was not on the radar back then.

Why do the other states continue to ignore the obvious model that is sb7 energy only market? Why do the others continue to cling to stupid monopolies and cry about capacity? If they don’t change quickly (and maybe TX already has too much momentum), TX will eat all load growth

Think 888 could use this to remind them of the only direction we should take. @patwood3

Remarkable that realized ERCOT wholesale prices (2025 in orange) are near inflation-adjusted lows since 2012, even as Texas has seen the fastest load growth in the country. It highlights the upside of a policy and business climate that broadly supports growth.

Oh really??? 🤯🤯 Good thing we caught this now before California went bankrupt or the utility burned entire cities down due to a failure to keep up maintenance schedules. 😒

The world's electricity infrastructure, mapped.

This is quite hilarious. Maybe step outside of the tech first bubble.

Incorrect. They need to go towards ERCOT not the opposite.

When will and who will be the first AI/compute lab that comes out with the custom asic huge memory/storage @ home device? They have to be an inevitability at this point right?

"The question is no longer whether organized markets are better in principle, but how quickly they will come to the regions that have held out the longest." powermag.com/how-americas-po…

The US grid, mapped. Public data for public use. 16,819 power plants and 36,872 generators from EIA. 750,000 transmission circuit-miles from HIFLD. 1,000 data centers from EPA and other open sources.