Nat Bullard
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2 November
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16 June 2025
From one piece Growth Measurements 3 beliefs, in the piece's order there
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Their words
there are dozens more assets like this under development right now, all deserving clarity rather than opacity.
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Their words
Shoulder generation (in late summer) of any given year is generally a higher share of global electricity demand than the peak generation (spring) of the year prior.
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korrents.com
How you measure the present strongly shapes what can be extrapolated about the near future.Their words
Extrapolating from the present day into the near future is highly dependent upon how we measure the present day.
12 May 2025
From one piece Traveler’s Tales 2 beliefs, in the piece's order there
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Their words
this technology, consistently underestimated, now adds more capacity to the global grid than anything ever and will soon add more power in any given year than anything ever as well.
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korrents.com
Volatile, stop-start trade policy undermines the ability to make durable industrial investment decisions.Their words
a juddering, jarring trade motion is not the stuff of which durable industrial decision-making is made.
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Their words
My data is throughout; while I do not agree with the ultimate premise, the data within its confines is indeed hard to argue with.
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Likedrcmnd.app
Investing in U.S. Infrastructure for a Decade of DemandTheir words
both are thoughtful and include a chart that is now a Logan classic: annualized US infrastructure investment needs.
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Recommendsrcmnd.app
The existential challenge for American AI dominance: powerTheir words
Disclosure: Congruent is a Halcyon investor.
21 April 2025
From one piece Programming Notes 2 beliefs, in the piece's order there
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korrents.com
Electrification is a process shift across industries, not just a change in energy source.Their words
Electrification is not just a change of energetic inputs; it's a process shift through and across industries.
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Their words
there is no such thing as a high-income, low-electricity economy.
31 March 2025
From one piece Tariff Stochasticity 2 beliefs, in the piece's order there
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Their words
But, tariffs are unavoidable, even within the ringfence that is US energy trade, and even within electricity trade more specifically.
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Their words
The short, and very much un-sweet, vision of a tariff-bound economy is that it is stochastic. We can observe it, measure it, analyze it, but we cannot really predict it.
30 January 2025
24 January 2025
9 December 2024
From one piece AI data and Theories of Change 2 beliefs, in the piece's order there
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Their words
Until we develop better ways to bridge this gap - aligning what analysts understand with what is formally forecast - we'll continue to see the same pattern: reality consistently outperforming conservative predictions.
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korrents.com
Understanding the future depends more on imagination and a clear theory of change than on analytical skill alone.Their words
I do not believe that analytical skills are the missing ingredient in thinking about the future. Rather, I believe that imagination about the future and a theory of change that helps to describe it clearly, are what is needed to look ahead in a more compelling way.
9 September 2024
From one piece Inflecting and Overtaking, SunPower, Waymo 2 beliefs, in the piece's order there
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korrents.com
Plug-in hybrids have moved past being a worst-of-both-worlds compromise and are now genuinely thriving.Their words
Neither condition is now true, but plug-in hybrids are thriving.
Inflecting and Overtaking, SunPower, Waymonathanielbullard.com
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korrents.com
Riding in a Waymo robotaxi is a better overall experience than being driven by a human driver.Their words
I found it to be a superior experience to a human driver, for a few key reasons.
Inflecting and Overtaking, SunPower, Waymonathanielbullard.com
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Recommendsrcmnd.app
LinkedIn post on what SunPower meantTheir words
I recommend reading Eric Wesoff's memoriam here and Sheldon Kimber's thoughtful note on what the company meant, and still means, here .
29 May 2024
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31 January 2024
Nothing matches.
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