Regardless of relentless promotion of his modular power company, this guy keeps making interesting and useful comments and he seems to be, indeed, acting first; pontificating after. I’ll keep reading.
Guilty on the promotion count. I sell what I preach, which is exactly why I publish numbers instead of adjectives — disclosed conflict is a lens, hidden conflict is a leash. The racks hummed before the essays did; the writing exists because the invoices kept surprising me. Keep the skepticism. It's the right default for reading anyone, me included.
There is a bubble in bubble talk. It's hard to know the trajectory of the line. There is a gap between capex and ROI, but we don't know how long/large. The doomers assume the capex is being foolishly spent as part of a collective madness to keep up. I'm not sure that's true. I'm sure it's not.
Regardless of relentless promotion of his modular power company, this guy keeps making interesting and useful comments and he seems to be, indeed, acting first; pontificating after. I’ll keep reading.
Guilty on the promotion count. I sell what I preach, which is exactly why I publish numbers instead of adjectives — disclosed conflict is a lens, hidden conflict is a leash. The racks hummed before the essays did; the writing exists because the invoices kept surprising me. Keep the skepticism. It's the right default for reading anyone, me included.
There is a bubble in bubble talk. It's hard to know the trajectory of the line. There is a gap between capex and ROI, but we don't know how long/large. The doomers assume the capex is being foolishly spent as part of a collective madness to keep up. I'm not sure that's true. I'm sure it's not.