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swraith

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Everything posted by swraith

  1. swraith
    Good ad by Goodman. I’m under the assumption that Hawley still has a lock on that Missouri seat.
  2. swraith
    What is a victory chair?
  3. swraith
    I'm not arguing Austin Energy is bad or a drag. Net net its good for CoA budget. I'm arguing it is silly to compare CoA budget with CoD budget.
  4. swraith
  5. swraith
    Yes, there are all kinds of interesting battery concepts on the horizon. It will be interesting to see which ones make it to market and thrive. Here are two podcasts doing deep dives on two different battery concepts. A super-battery aimed at decarbonizing industry (volts.wtf) Why electrifying industrial heat is such a big deal (volts.wtf)
  6. swraith
    2024-25 Proposed Budget Infographic is directly from the budget. Austin Energy alone, 29%, represents $1.7 billion. City of Dallas doesn't operate its own electric utility. Dallas is deregulated. That alone makes the Dallas headline comparison garbage. The interview totally whiffed on this fact. City should look to constrain spending where possible. Nobody wants to defend an almost $6 billion budget.
  7. swraith
    If summers were like the July 2024 we just had, I wouldn't bitch nearly as much about living here. However, August 2024 is reminding me of just how terrible the summer of 2023 was.
  8. swraith
    The growth of solar generation in ERCOT over the past couple of years has been truly astounding. "Peak" load in the afternoon has already hit a point of less concern than in prior years. This is ERCOT load curve for 8/18/2024. (credit goes to www.gridstatus.io for graph) Blue line is classic load shape. That 4pm peak in the summer, was for decades, our concern for "running out" of generation during peak usage. Green line is net load, so load minus wind and solar generation. 4pm is no longer the concern in the summer. We are approaching a point where we are not supply constrained for thermal generation at 4pm. The concern is shifting to sunset (post 7pm in summer) when solar starts to fade off. As batteries continue to fill in that evening peak, the grid is going to continue to evolve.
  9. swraith
    As long as Maduro maintains support/control of the Venezuelan military, I don’t see why he would leave power.
  10. swraith
    That’s a lot of cheddar
  11. swraith
    I just have a bad feeling about debating Trump. He is a comedian/entertainer. Not a high school debate club style debate. I don't know what a win for Harris looks like at a debate. Is there a debate that changes peoples votes, in the 7 swing states, in her favor?
  12. swraith
    ^^are the 12.5k distributed globally or concentrated in the Round Rock area?
  13. swraith
    Anyone hearing news from the inside regarding the next round of layoffs at Dell? I haven't gotten much information from friends working there. Sounds like they don't know much yet. Dell Makes Cuts to Boost AI Pivot, Reportedly Laying Off 12,500 Employees | PCMag
  14. swraith
    Why not put that tweet out two weeks ago?
  15. swraith
    I'm still on the train of thought of "do no harm" with the VP pick. Keep the positive vibes going. Get a positive convention bump. Walz seems to meet that threshold. I do not hear any negative oppo about him.
  16. swraith
    Did they just shift to a cash holding or was it rotated to other equity investments?
  17. swraith
    Dell seems to be in constant reorganization and/or layoffs. My neighbor gets bounced between different buildings in Round Rock, it seems every year.
  18. swraith
    Waltz seems to meet the threshold of do no harm.
  19. swraith
    I am under the assumption that Intel is benefiting from the CHIPS Act to invest domestic chip production. Intel and Biden Admin Announce up to $8.5 Billion in Direct Funding...
  20. swraith
    Right but that seems to be the direction we are heading. There is no real good news on our horizon with regard to climate trends.
  21. swraith
    What does this mean in regard to nodes? I understand the capex cut but I don't understand the refence to nodes.
  22. swraith
    The pace of events has been absurd.
  23. swraith
  24. swraith
    Any rumors on what her plans are in 2025 when she leaves the House?
  25. swraith
    This should all just be put on repeat. Over and over. Imagine Harris replaces Biden and then does poorly in the spotlight.

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