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renewables

3 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Apr 15, 2021 by Jesse Walden · across every show →

Everything said about renewables, oldest first

Apr 15, 2021 positive
Assertion Supported
Walden: A large portion of proof-of-work mining energy comes from renewables
“I'm not, you know, defending this practice, but I'm just noting that a lot of these emissions are either sort of latent or a large part of the energy mix of proof of work mining is from renewables.”
Jesse Walden Apr 15, 2021 ▶ 50:38 a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189)
Oct 14, 2024 bearish
Prediction Not checkable as stated
Miller: Overcapitalized renewables will likely destroy multiples of shale capital losses
“I see renewables as just a massively overcapitalized space. It will likely torch capital on multiples of what happened to shale.”
Matt Miller Oct 14, 2024 ▶ 21:57 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Oct 14, 2024 bearish
Opinion
Miller: Renewables Disrupt Grid Reliability and Cause Intraday Price Volatility
“We think there's too much capital chasing renewables, and renewables are actually disrupting our grid system. They're causing intraday price volatility. They're causing electricity to be less reliable.”
Matt Miller Oct 14, 2024 ▶ 41:40 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
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