You can't run a system with millions of variable consumption and generation and storage devices the way you ran it when you had 150 fossil fuel generators and a handful of nukes. It's not the new technology (wind, solar, batteries, EVs) that's the issue - it's the total failure to change the way we manage the system. This is why locational wholesale market (which is automatically dramatically more flexible) was so powerful - and is increasingly used in the OECD. We need decentralised signals so the system self-optimises. Octopus already processes 300,000 data points a second to do this for the many GW we control - but the brute force of the main system management just doesn't have this granularity. It is increasingly urgent to reform our electricity system. These control room issues, the £50m spent balancing the system in a single day, the £3bn a year on curtailment, the prospect of £7-9bn a year of curtailment by 2029/2030. It's all avoidable but not with the tools of yesterday

Four months ago, we built Rampart the on-device privacy model. Today we are releasing Rampart Edge. It's 10x smaller, more accurate, and runs on almost any device. ndstudio.gov/posts/introduci…

Breaking News: Mayor Zohran Mamdani’s administration is making a $30 million investment to build a quantum research lab at New York University. In exchange, the city will receive 15% of any proceeds from intellectual property developed in that lab. nyti.ms/4jUe7GD

LMAO. Reporter tries the 'data center jobs are temporary' line on a Pennsylvania tradesman literally building one. His answer: “Every job in my field is temporary.”

America has 16,876 machine shops. 83% employ fewer than 20 people. Just nine employ more than 500. New defense companies are moving from prototypes to mass production, and every missile, drone, ship, and rocket they ultimately produce needs to run through one of these small shops. That friction is a national security liability. Connor Love and Collen Larson on the next generation of American manufacturing that gets built by smoothing it: a16z.news/p/the-case-for-the…

Chief Design Officer @jgebbia officially unveils America.gov, the new online home for the United States of America

Google offered to pay for the data center infrastructure upgrades outright. The utility said no, because that wouldn't go into their rate base. They restructured it as a prepayment instead so they could rate base it anyway.⁣ ⁣ Result: everyone's bill went up $5.77 a month.

We went to LA to see if the hardware startups there have the Chinese work ethic. The investigation did NOT go well . . . for some. Full episode here - corememory.com/p/la-manufact…

Thick in the creek. Peak physique. Fat Bear Week begins today.

$290K Tesla Semi. $50K after California incentives for qualifying small fleets. Not a typo. That’s Model Y money. I seriously want to move to California just for the Tesla Semi. lol

There’s over 50 terawatt-hours of curtailed, inverter-clipped, and otherwise wasted solar power annually, just in the US. That’s a lot of juice to spill, but Will and Varun are on the case. Rune converts watts into bits and, turns out, it’s a good time to be selling GPU-hours.

We are thrilled to announce $1.6B of new early stage capital to back founders building for a Post-AGI world. It's never been a better time to build a highly ambitious company. For the first time, AI can do the work, which means tapping into labor budgets instead of just software budgets. Chips, energy, physical AI, robotics, and personal software are all exploding. We want to hear the most ambitious ideas. In a time of rapid change, there is wisdom in heritage. While Bain Capital is large today, approximately $225B in AUM across its many strategies and geographies, the firm began with just $37M in 1984. In 1987, the early partners sat down to codify their principles for running the firm into a simple mantra. In 2026, we feel that mantra is the right one for an investment firm at the beginning of technological revolution: Make Money. Have Fun. Live with Integrity. We are ready to go!

Rainmaker’s research team has developed a new capability that we are excited to share: Clearing overcast skies in specific meteorological regimes. This will improve aviation safety, solar power generation and more. White paper here: rainmaker.com/blog/cavum-sig…

Other investors in the round include Benchmark, Bessemer, Kleiner Perkins, Greylock, Lightspeed, Altimeter, Bond Capital, Meritech, Atreides, Valor, T. Rowe Price, Lux, 8VC, D1, 137 Ventures, DST, Positive Sum, HOF, Soma, BoxGroup, Ribbit Capital, Swish, Stripes, Definition, Hanabi, Journey, Bain Capital Ventures, Layer Global, A* Capital, Alpha Wave, Alkeon, Diffusion, and NVIDIA.