The Wisdom Wall
7 quotable lessons, heuristics and mental models. Every one is playable at the moment it was said. No fortune cookies allowed.
“What was happening is you had a lot of businesses shutting down their own very inefficient data centers that were using multiples of the amount of electricity that a hyperscale data center would use. And the hyperscale data center could absorb that with, with significantly less, uh, electricity consumption. For, for…”
“both the things can be true that a company could be a hundred percent zero carbon by one measure, and a utility is building gas plants to support their load, so, and that's the problem, right? The carbon accounting rules don't necessarily connect the dots in a way that really drive accountability, you know, where it…”
“the only time that efficiency is going to Reduce the input needed for any process is when you're starting to exhaust the demand for that resource, right? And, and when you think about something like data, we're nowhere close to satiating human demand for data, which means that if you make it more efficient, you just…”
“There's plenty of power most of the time. There's, you know, a number of hours a year where we don't have enough power, and so that's really what we're trying to solve for.”
“if you look at the history of the cloud industry, it started with a focus on fiber, right? Get as close to the network as possible. That's why you have concentrations in places like Northern Virginia and Amsterdam, because those were some of the biggest network hubs in the world. Um, then it really became about GDP and…”
“Because the, the thing that I think people that work in this industry understand, but most people don't understand, is when a utility says that they don't have power, they don't mean that most of the time there's not power. They just mean there might be a handful of hours a year where there's not power. So they can't…”
“It is, it's very low impact, and, and you can install these things very quickly, I mean, you're not reconductoring. You're not running new lines. You're, you're simply outfitting existing infrastructure with sensors. Uh, this can happen really quickly.”