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← The binding constraint on the AI build-out is chips, not power, which…
17 connected korrents · 18 moments on record from 3 Nov 2008 to 4 Sept 2026.
Everything filed under solar
solar
Everything filed under energy
energy
Everything filed under batteries
batteries
Everything filed under permitting
permitting Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: The binding constraint on the AI build-out is chips, not power, which is why not having a solar panel factory will never be on the critical path. The binding constraint on the AI build-out is chips, not power, which is why not having a solar panel factory will never be on the critical path. Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — tap for who they are
Same subject: A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. — tap to centre the map on it A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. Last stated 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: A future of constrained energy will need more people working the land, and that is not the same as going back to the past. — tap to centre the map on it A future of constrained energy will need more people working the land, and that is not the same as going back to the… Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A solar panel is a manufactured object that produces wealth rather than consuming it, at a hundred times the rate of the best farmland. — tap to centre the map on it A solar panel is a manufactured object that produces wealth rather than consuming it, at a hundred… Last stated 2 years ago
9 Nov 2024
CH
Casey Handmer — holds since 2024-11-09 — tap for who they are
Same subject: A solar system holding a trillion humans is the right thing to aim at, because a population that size would have a thousand Mozarts and a thousand Einsteins alive at once. — tap to centre the map on it A solar system holding a trillion humans is the right thing to aim at, because a population that size would… Last stated 3 years ago
14 Dec 2023
JB
Jeff Bezos — holds since 2023-12-14 — tap for who they are
Same subject: A solar-powered data centre can cut its power draw a great deal while giving up very little compute, which is how it survives a run of bad weather. — tap to centre the map on it A solar-powered data centre can cut its power draw a great deal while giving up very little compute, which is how… Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — tap for who they are
Same subject: A spacecraft built to service satellites is also a weapon, because the same robotic arm that refuels one can disable one. — tap to centre the map on it A spacecraft built to service satellites is also a weapon, because the same robotic arm that refuels one can disable… Last stated 2 years ago
25 Mar 2024
BC
Brian G. Chow — holds since 2024-03-25 — tap for who they are
Same subject: After four more doublings of installed solar capacity, solar electricity will cost about 3 cents per kwh in the sunniest areas and 4.5 cents per kwh in moderately sunny areas. — tap to centre the map on it After four more doublings of installed solar capacity, solar electricity will cost about 3 cents per kwh in the… Last stated 6 years ago
14 May 2020
RN
Ramez Naam — holds since 2015-08-10 — tap for who they are
RN
Ramez Naam — no longer holds since 2020-05-14 — tap for who they are
Same subject: AI coding agents pulling unknown code onto corporate networks will be exploited, and it will take the shape of a supply-chain attack. — tap to centre the map on it AI coding agents pulling unknown code onto corporate networks will be exploited, and it will take the shape of… Last stated 3 days ago
4 Sept 2026
BS
Bruce Schneier — holds since 2026-09-04 — tap for who they are
Same subject: Battery-electric airliners do not work even on optimistic assumptions, and the arithmetic said so before anyone built one. — tap to centre the map on it Battery-electric airliners do not work even on optimistic assumptions, and the arithmetic said so before… Last stated 5 years ago
2 Apr 2021
BF
Bjorn Fehrm — holds since 2021-04-02 — tap for who they are
Same subject: China's industrial lead was manufactured by deliberate state industrial policy rather than by market forces alone. — tap to centre the map on it China's industrial lead was manufactured by deliberate state industrial policy rather than by market forces alone. Last stated a month ago
29 Jul 2026
DW
Dan Wang — holds since 2024-01-23 — tap for who they are
AT
Adam Tooze — holds since 2026-07-29 — tap for who they are
Same subject: Below about a thousand dollars a kilowatt of capital cost, the right way to run a plant is intermittently on raw solar with no batteries at all. — tap to centre the map on it Below about a thousand dollars a kilowatt of capital cost, the right way to run a plant is intermittently on raw solar… Last stated 2 years ago
9 Nov 2024
CH
Casey Handmer — holds since 2024-11-09 — tap for who they are
Same subject: Europe cannot meet its energy needs from renewables alone and will need nuclear power, solar power from deserts elsewhere, or both. — tap to centre the map on it Europe cannot meet its energy needs from renewables alone and will need nuclear power, solar power from deserts… Last stated 18 years ago
3 Nov 2008
DM
David MacKay — holds since 2008-11-03 — tap for who they are
Same subject: Nuclear is empirically the safest form of energy -- safer even than solar, once you count the people who fall off roofs. — tap to centre the map on it Nuclear is empirically the safest form of energy -- safer even than solar, once you count the people who fall off… Last stated 3 weeks ago
15 Aug 2026
IT
Isaiah Taylor — holds since 2026-08-15 — tap for who they are
Same subject: Solar power combined with batteries has surpassed nuclear power as the superior energy technology for most uses. — tap to centre the map on it Solar power combined with batteries has surpassed nuclear power as the superior energy technology for most… Last stated 4 days ago
3 Sept 2026
NS
Noah Smith — holds since 2026-09-03 — tap for who they are
Same subject: Environmental permitting now causes more environmental harm than it prevents, because what it delays is the clean thing replacing the dirty one. — tap to centre the map on it Environmental permitting now causes more environmental harm than it prevents, because what it delays is the clean thing… Last stated 3 years ago
10 Nov 2023
CH
Casey Handmer — holds since 2023-11-10 — tap for who they are
Same subject: The binding constraint on building anything in America is permitting and litigation, not money. — tap to centre the map on it The binding constraint on building anything in America is permitting and litigation, not money. Last stated a year ago
28 May 2025
CH
Casey Handmer — holds since 2023-11-10 — tap for who they are
JC
John H. Cochrane — holds since 2025-04-14 — tap for who they are
BP
Brian Potter — holds since 2025-05-28 — tap for who they are
Same subject: Delay in permitting clean energy kills more Americans every year than the September 11 attacks did. — tap to centre the map on it Delay in permitting clean energy kills more Americans every year than the September 11 attacks did. Last stated 3 years ago
10 Nov 2023
CH
Casey Handmer — holds since 2023-11-10 — tap for who they are
At the centre
The binding constraint on the AI build-out is chips, not power, which is why not having a solar panel factory will never be on the critical path.
Holds CH Casey HandmerRead this korrent →
A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building.
Holds AV Austin Vernon
A future of constrained energy will need more people working the land, and that is not the same as going back to the past.
Holds CS Chris Smaje
A solar panel is a manufactured object that produces wealth rather than consuming it, at a hundred times the rate of the best farmland.
Holds CH Casey Handmer
A solar system holding a trillion humans is the right thing to aim at, because a population that size would have a thousand Mozarts and a thousand Einsteins alive at once.
Holds JB Jeff Bezos
A solar-powered data centre can cut its power draw a great deal while giving up very little compute, which is how it survives a run of bad weather.
Holds CH Casey Handmer
A spacecraft built to service satellites is also a weapon, because the same robotic arm that refuels one can disable one.
Holds BC Brian G. Chow
After four more doublings of installed solar capacity, solar electricity will cost about 3 cents per kwh in the sunniest areas and 4.5 cents per kwh in moderately sunny areas.
No longer holds
AI coding agents pulling unknown code onto corporate networks will be exploited, and it will take the shape of a supply-chain attack.
Holds BS Bruce Schneier
Battery-electric airliners do not work even on optimistic assumptions, and the arithmetic said so before anyone built one.
Holds BF Bjorn Fehrm
China's industrial lead was manufactured by deliberate state industrial policy rather than by market forces alone.
Holds DW Dan WangAT Adam Tooze
Below about a thousand dollars a kilowatt of capital cost, the right way to run a plant is intermittently on raw solar with no batteries at all.
Holds CH Casey Handmer
Europe cannot meet its energy needs from renewables alone and will need nuclear power, solar power from deserts elsewhere, or both.
Holds DM David MacKay
Nuclear is empirically the safest form of energy -- safer even than solar, once you count the people who fall off roofs.
Holds IT Isaiah Taylor
Solar power combined with batteries has surpassed nuclear power as the superior energy technology for most uses.
Holds
Environmental permitting now causes more environmental harm than it prevents, because what it delays is the clean thing replacing the dirty one.
Holds CH Casey Handmer
The binding constraint on building anything in America is permitting and litigation, not money.
Holds CH Casey HandmerJC John H. CochraneBP Brian Potter
Delay in permitting clean energy kills more Americans every year than the September 11 attacks did.
Holds CH Casey Handmer