Andrew and I sit down for a fun conversation while overlooking the San Francisco Bay. There are a few sound/wind issues with my mic (mostly towards the end), but hopefully nothing too disruptive.
We focus a lot on energy, but touch on a number of interesting ideas from the edge, including:
The declining cost of solar and batteries
The commodification of solar and Bitcoin miners
The interconnection process in ERCOT
Opening new markets as the cost of solar continues to decline
Bitcoin Mining vs. AI compute markets (price and uptime are two major factors)
Reforming legacy power markets vs building new ones with microgrids (micromarkets enable microgrids)
What a power market does - 1) match supply and demand to create price at each node and 2) serves as clearing house
Nostr as the communication protocol for decentralized energy markets?
Pirates once ruled the world because they were free to experience different modes of life. Do they still?
Andrew’s vagabond/pirate ethos and lifestyle experiments
Andrew’s other business idea: a tech enabled private military as an insurance company
How does humanity evolve into the hivemind?
Patience as the ultimate virtue
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