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Writes The Diff, a newsletter on inflections in finance and tech read by hedge fund managers, founders and VCs. Previously worked in finance at SAC Capital/Point72.

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  Higher real interest rates reflect a more optimistic collective view of future economic abundance.

  interest rates

  Their words

  Higher real rates mean that the average view of the future is more abundant, and that it's worth sacrificing more to get to that future sooner.

  Longreads + Open Threadthediff.co

Writer of the newsletter bookbear express, on psychology, relationships, non-attachment and taste; based in San Francisco.

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  Choosing a partner well is a matter of virtue ethics, not just game theory.

  Their words

  Many model it as game theory, but the interesting thing about Jane Austen is that she understands that marrying well is also about virtue ethics.

  going fast and slowavabear.xyz

Wall Street Journal bestselling author on marketing and writing, partner at MarketingProfs, and writer of the fortnightly Total Annarchy newsletter.

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  In an age of abundant information, a person's judgment, taste and perspective are their primary value as a writer.

  Their words

  Information is ridiculously abundant. Your judgment, taste, and perspective are literally all you have to work with now.

  annhandley.com

Co-founder and CEO of OpenAI; previously president of Y Combinator.

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  Managing the transition to a world with abundant and powerful AI should be one of the highest priorities in the world.

  Their words

  Managing the transition to a world with abundant and powerful AI to optimize for safety and benefits to people should be one of the highest priorities in the world.

  @sama on Xx.com

Graphic designer and type designer, who created the original Macintosh icons and typefaces at Apple from 1982 and has since designed interface graphics for NeXT, Microsoft, Facebook and Pinterest.

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  Icon work is not really about the grid of pixels; it is about the metaphor, the idea and the meaning behind everything on the grid.

  energy

  Their words

  But um I think the whole point of that project and the graphics was it isn't really just about a grid of pixels. It's the metaphor and the idea and the meaning behind everything.

  youtube.com

Sequoia Professor of Computer Science at Stanford, co-director of the Stanford Institute for Human-Centered AI, and co-founder and CEO of World Labs.

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  AI learns from patterns, so where the patterns are scarce, as in liver surgery, a human working with the machine beats the machine working alone.

  Their words

  So this speaks of a very important fact that um AI learns from patterns. When the patterns are not abundant, then we have to be careful. We have to know how to use AI or how not to use AI.

  youtube.com

Climate scientist and energy systems analyst; writes The Climate Brink with Andrew Dessler and leads climate research at Stripe.

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  The carbon intensity of the electricity grid, not compute efficiency, is the lever that matters most for AI's climate impact.

  energy

  Their words

  Which is why the lever that actually matters most is the carbon intensity of the electricity.

  The real energy use of agentic AItheclimatebrink.com

AI researcher at OpenAI; built the poker systems Libratus and Pluribus and the Diplomacy agent Cicero, and works on reasoning models.

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  Every lab knows the benchmark grid is the wrong way to present a model, and publishes it anyway because everybody else does.

  benchmarks

  Their words

  And so you kind of end up in this this bad equilibrium where everybody kind of knows that it's a bad equilibrium, but like nobody wants to break out. And I I felt like, okay, well, if I just hopefully come out and say like, look guys, let's all recognize that we're in a bad equilibrium and let's move to this different equilibrium where we're we're plotting things with an X-axis

  youtube.com

Co-founder of NVIDIA and, as of 2026, its chief executive; the company designs the GPUs most large AI models are trained on.

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  Data centres should be built to degrade gracefully when the grid needs its power back, instead of demanding perfect uptime from utilities that have idle capacity most of the year.

  data centersenergy

  Their words

  Now, the second thing is we have to build data centers that gracefully degrade.

  youtube.com

Founder and chief analyst of SemiAnalysis; reports on semiconductor supply chains, AI datacentre economics and what the chip export controls actually do.

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  About a fifth of the US grid could be freed for data centres just by covering the yearly peak with batteries or peaker plants.

  data centers

  Their words

  Then all of a sudden, you've unlocked 20% of the US grid for data centers because most of the times that capacity is sitting idle and it's really only there for that peak, right? Which is a day or two, right?

  youtube.com

Founder of Terraform Industries and formerly a physicist at NASA's Jet Propulsion Laboratory; writes about energy, space and manufacturing.

• Our reading nowkorrents.com

  Batteries will replace transmission as the cheapest way to keep the lights on, and the grid will shrink rather than grow.

  energy

  Their words, before

  we will see batteries aggressively displace transmission as the most cost-effective way to ensure continuity of electricity supply, leading to an eventual pruning of the grid and drastic reduction in the average distance that power travels between production and consumption, even as the average time that power is stored increases.

  Their words now

  Do we need to drastically expand the grid in order to metabolize renewables? No.

Founder of Terraform Industries and formerly a physicist at NASA's Jet Propulsion Laboratory; writes about energy, space and manufacturing.

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  Batteries will replace transmission as the cheapest way to keep the lights on, and the grid will shrink rather than grow.

  energy

  Their words

  Do we need to drastically expand the grid in order to metabolize renewables? No.

  Energy Predictions 2025caseyhandmer.wordpress.com

Science fiction novelist, journalist and technology activist; writes the daily blog and newsletter Pluralistic, and coined the term enshittification.

• Lovedrcmnd.app

  Lessons in Magic and Disaster

  Their words

  Charlie Jane Anders' Lessons in Magic and Disaster drops today: it's a novel about queer academia, the wonder of thinking very hard about very old books, and the terror and joy of ambiguous magic. It's my kind of novel!

  pluralistic.net

Founder of Terraform Industries and formerly a physicist at NASA's Jet Propulsion Laboratory; writes about energy, space and manufacturing.

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  An off-grid data centre needs nothing connecting it to the world but an optical fibre — no transmission line, no interconnection, no grid at all.

  data centers

  Their words

  But then all you need to connect that to the outside world is like an optical fiber, right? An optical fiber cable which you can string up on poles, you can run underground, you could even use microwave links if you really wanted to.

  youtube.com

Software engineer and engineering leader at Canonical, working on Ubuntu; writes about his homelab, Nix and tooling at jnsgr.uk.

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  Tactile

  Their words

  I took inspiration from Omakub, which is where I discovered Tactile - a GNOME extension for tiling windows to a custom on-screen grid using the keyboard. I’ve found this to be invaluable, and easily the best window management experience for GNOME.

  jnsgr.uk

Designer and co-founder of Lux, makers of Halide, Spectre and Kino; formerly a designer at Apple.

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  Skeuomorphism never meant gloss and gradients; it meant easing users from what they were used to into what things had become.

  Their words

  It actually means that to make it easier for users to transition from something they were used to — in this case, phones typically being slabs with a grid of buttons on them — to what things had become — phones were all-screen, so they could show any kind of button or interface imaginable.

  Physicality: the new age of UIlux.camera

Founder of what became Bloomberg New Energy Finance; writes and speaks on clean energy, hydrogen and the economics of the transition, and hosts the Cleaning Up podcast.

From one piece Lessons from Spain 2 beliefs, in the piece's order there

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  Blaming renewable energy for grid disruptions is driven by political culture-war motives rather than genuine technical understanding.

  energy

  Their words

  It's all part of the political culture wars where everything gets weaponised to push an agenda, score points against opponents or curry favour.

  Lessons from Spainliebreich.com

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  The failure of wind or solar power to show up has never been the primary cause of a major grid blackout.

  solarenergy

  Their words

  While renewables are almost always blamed in the aftermath of major power cuts or grid disruption - and the way they have been integrated into the grid has certainly been found to compound problems - the simple failure of wind or solar power to show up has never yet been found to be the primary cause.

  Lessons from Spainliebreich.com

Energy and decarbonisation analyst; publishes an annual chart deck on the state of the transition, and was chief content officer at BloombergNEF.

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  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.

  solarenergy

  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.

  Traveler’s Talesnathanielbullard.com

Founder and chief analyst of SemiAnalysis; reports on semiconductor supply chains, AI datacentre economics and what the chip export controls actually do.

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  The bottleneck on America's AI buildout is transmitting power, not generating it: in parts of the US, moving electricity costs more than making it.

  energyAmerica

  Their words

  Interesting thing is certain regions of the US transmitting power cost more than actually generating it because the grid is so slow to build. And the demand for power, and the ability to build power, and re-ramping on a natural gas plant or even a coal plant is easy enough to do, but transmitting the power's really hard.

  youtube.com

Founder of what became Bloomberg New Energy Finance; writes and speaks on clean energy, hydrogen and the economics of the transition, and hosts the Cleaning Up podcast.

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  The comparative cost of hydrogen fuel-cell cars versus battery EVs depends on which infrastructure costs are counted and to whom they are allocated

  Their words

  The only way you can make H2FC cars look cheaper than BEVs is to underestimate or ignore the cost of hydrogen production and infrastructure, socialise it, and then load the entire cost of grid build-out onto the marginal BEV.

  Are BEVs more expensive than H2FC cars?liebreich.com

Structural engineer and senior infrastructure fellow at the Institute for Progress; writes Construction Physics on why physical things cost what they cost.

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  Data centres and the grid that feeds them run on incompatible clocks: one is a two-year project, the other a multi-decade investment.

  data centersenergy

  Their words

  Utility companies see major electrical infrastructure as a long-term investment to be built in response to sustained demand growth.

  How to Build an AI Data Centerconstruction-physics.com

Engineer writing about the physical economy — oil and gas, manufacturing, batteries, drones and what it costs to build things.

From one piece How to Make Off Grid Data Centers Affordable 3 beliefs, in the piece's order there

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  Letting generators cover one per cent of the year is what makes an off-grid solar data centre affordable, because the last few gloomy days set the whole array size.

  solardata centersenergy

  Their words

  The optimal scenario is typically when the generators supply 1% of yearly electricity (shown below).

  How to Make Off Grid Data Centers Affordableaustinvernon.site

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  Off-grid data centres will win the way electric cars did, by redesigning the machine around the new power source instead of swapping the power source in.

  data centers

  Their words

  Efforts to improve efficiency and remove vestigial features pay off handsomely.

  How to Make Off Grid Data Centers Affordableaustinvernon.site

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  An off-grid data centre can delete its uninterruptible power supplies entirely, because the battery bank outside already is one.

  data centers

  Their words

  Deleting the UPSs could knock off ~$750/kW after considering equipment, installation, and square footage reduction.

  How to Make Off Grid Data Centers Affordableaustinvernon.site

Bulgarian-born writer and founder of The Marginalian (formerly Brain Pickings), a reader-funded blog on books, science, art and philosophy running since 2006.

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  The Asking

  Their words

  For half a century, Jane Hirshfield has been slaking the world's soul on poems of perspective and consolation, fusing her Buddhist training, her passion for science, and her tenderness for all things living.

  themarginalian.org

Founder of Terraform Industries and formerly a physicist at NASA's Jet Propulsion Laboratory; writes about energy, space and manufacturing.

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  The end state of the grid is not a fifth solar backed by spinning generation, but twice the demand in solar with days of storage behind it.

  solarenergy

  Their words

  The logical end state of this displacement is not some hybrid grid with around 20% solar backed up by spinning generation, but a much more dynamic, versatile grid with around 200% solar generation and hours to days or weeks of battery storage, fully decoupling time of generation and consumption.

  Radical Energy Abundancecaseyhandmer.wordpress.com

Development economist; argues that letting people move to rich countries does more for the poor than aid, and wrote Let Their People Come.

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  The rich world is spending its scarcest resource, elite talent, on economising the most abundant resource on earth: ordinary labour.

  Their words

  My key argument is that in the current global economy we have some of the scarcest resources on the planet devoting themselves to economizing one of the most abundant resources on the planet.

  Choose Peoplelampforum.org

Distributed-systems safety researcher; runs the Jepsen consistency-testing project and wrote the Riemann monitoring system.

• Usesrcmnd.app

  Sakura technical pens

  Their words

  Some of my talk slides are drawn using Sakura technical pens and Whitelines grid notebooks.

  usesthis.com