Nat Bullard

Beliefs Korrents

• Korrents What they believe 13 beliefs — each backed by an exact quote.

  Each is a korrent — compiled by korrents.com, not by them: the one-line wordings are korrents', the quotes are theirs.

  Recent

  • How you measure the present strongly shapes what can be extrapolated about the near future.

    Extrapolating from the present day into the near future is highly dependent upon how we measure the present day.

    Growth Measurements Said 16 Jun 2025

    Full record — everyone who holds this →

  • Late-summer solar generation typically takes a larger share of global electricity demand than the prior spring's peak share.

    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.

    Growth Measurements Said 16 Jun 2025

    Full record — everyone who holds this →

    solarenergy

  • Gas power plant projects under development deserve public clarity rather than opacity.

    there are dozens more assets like this under development right now, all deserving clarity rather than opacity.

    Growth Measurements Said 16 Jun 2025

    Full record — everyone who holds this →

  Show 10 more

  • Volatile, stop-start trade policy undermines the ability to make durable industrial investment decisions.

    a juddering, jarring trade motion is not the stuff of which durable industrial decision-making is made.

    Traveler’s Tales Said 12 May 2025

    Full record — everyone who holds this →

  • Solar power now adds more new capacity to the global grid each year than any technology ever has, and will soon lead in annual electricity added too.

    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.

    Traveler’s Tales Said 12 May 2025

    Full record — everyone who holds this →

    solarenergy

  • There is no such thing as a high-income economy with low electricity consumption.

    there is no such thing as a high-income, low-electricity economy.

    Programming Notes Said 21 Apr 2025

    Full record — everyone who holds this →

    energy

  • Electrification is a process shift across industries, not just a change in energy source.

    Electrification is not just a change of energetic inputs; it's a process shift through and across industries.

    Programming Notes Said 21 Apr 2025

    Full record — everyone who holds this →

    energy

  • Tariff policy is too erratic to reliably predict or plan around.

    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.

    Tariff Stochasticity Said 31 Mar 2025

    Full record — everyone who holds this →

  • Tariffs reach even markets normally insulated from trade policy, like electricity.

    But, tariffs are unavoidable, even within the ringfence that is US energy trade, and even within electricity trade more specifically.

    Tariff Stochasticity Said 31 Mar 2025

    Full record — everyone who holds this →

    energy

  • Understanding the future depends more on imagination and a clear theory of change than on analytical skill alone.

    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.

    AI data and Theories of Change Said 9 Dec 2024

    Full record — everyone who holds this →

  • Official forecasts consistently underestimate the pace of real-world change, with reality outperforming conservative predictions.

    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.

    AI data and Theories of Change Said 9 Dec 2024

    Full record — everyone who holds this →

  • Riding in a Waymo robotaxi is a better overall experience than being driven by a human driver.

    I found it to be a superior experience to a human driver, for a few key reasons.

    Inflecting and Overtaking, SunPower, Waymo Said 9 Sept 2024

    Full record — everyone who holds this →

    self-driving cars

  • Plug-in hybrids have moved past being a worst-of-both-worlds compromise and are now genuinely thriving.

    Neither condition is now true, but plug-in hybrids are thriving.

    Inflecting and Overtaking, SunPower, Waymo Said 9 Sept 2024

    Full record — everyone who holds this →

  All 13 beliefs →