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Reposted by Rob Majteles

Nicholas Grossman @nicholasgrossman.bsky.social · 5h

No institutional design can overcome a lawbreaking president, a Congress defending lawbreaking and forfeiting its own power, a Supreme Court that pretends legal text doesn’t count to facilitate lawbreaking, and a citizenry that votes for all that.
Need at least one that wants rule of law. Maybe two.

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Rob Majteles @robmajteles.bsky.social · 8h

Trade speed to power in exchange for turning hyperscaler data centers into grid assets vs grid liabilities, while also continuing to diminish the role of utilities in the energy system? What’s not to love?

rmi.org/how-power-co...

How “Power Couples” Can Help the United States Win the Global AI Race - RMI

Building data centers alongside wind, solar, and batteries can fast-track electricity needed for AI — without forcing families and businesses to foot the bill.

rmi.org

Rob Majteles @robmajteles.bsky.social · 9h

“China is using [cleantech] in a very, very geopolitically savvy way, taking advantage of America’s stupidity and regression back into a petrostate. China just wins. America has abrogated the playing field.”

www.ft.com/content/013e...

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Rob Majteles @robmajteles.bsky.social · 1d

“‘Social macro’: a new frontier for climate risk…include[s] the well-recognised effects on employment, inflation and household wealth, as well as the often-undervalued consequences for migration, conflict and overall social stability”

greencentralbanking.com/2025/10/09/s...

‘Social macro’: a new frontier for climate risk

Addressing climate social risks is key for climate policy and financial risk management, write analysts Alexander Weston and Judith Tyson.

greencentralbanking.com

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Rob Majteles @robmajteles.bsky.social · 1d

Pay for climate risk damage or invest in mitigating it. It’s not really a hard decision to make. We will see more of this: “Japan’s top insurer bets on engineering acquisition to mitigate climate risk”

www.ft.com/content/e2f9...

Japan’s top insurer bets on engineering acquisition to mitigate climate risk

Tokio Marine’s purchase of design consultancy part of push to rein in clients’ costs as weather patterns change

www.ft.com

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Rob Majteles @robmajteles.bsky.social · 1d

Brian and Charles is a wildly underappreciated film. It also conveys how we have more to fear from each other than from AI.

“robot comedy is bromance of the year: happiness, loneliness and silliness come together in this startling emotional adventure”

www.theguardian.com/film/2022/ju...

Brian and Charles review – robot comedy is bromance of the year

David Earl and Chris Hayward’s story of an inventor’s relationship with his creation blends Caractacus Potts with Victor Frankenstein to heartwarming effect

www.theguardian.com

Rob Majteles @robmajteles.bsky.social · 1d

Q: are you serving the planet or are you making money?

A: yes

Every other answer is wrong.

“survey of over 1,300 CEOs globally reveals a pragmatic recognition that environmental and social factors are inextricably linked to financial performance”

www.esgtoday.com/guest-post-g...

Rob Majteles @robmajteles.bsky.social · 1d

F*cking right

Rob Majteles @robmajteles.bsky.social · 1d

‘Rob, the impact guy’

I few times in the past few weeks, I’ve been introduced by others as ‘Rob, the impact guy’. My entire career can strike many as … eclectic … and, on more than one occasion, has been difficult for even me to explain.

So, ‘Rob, the impact guy’ it is 😉

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Rob Majteles @robmajteles.bsky.social · 3d

Impact weight all risk analysis. Act on that analysis. Or, get crushed by everything you are ignoring.

“The insurance crisis in the U.S. is the canary in the coal mine, and the canary is dead”

e360.yale.edu/features/cli...

How Climate Risks Are Putting Home Insurance Out of Reach

After years underestimating the risks posed by climate-fueled disasters, the U.S. home insurance industry is in turmoil. In vulnerable areas, rising insurance costs are upending housing markets and co...

e360.yale.edu

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Rob Majteles @robmajteles.bsky.social · 3d

As climate challenges worsen, solutions get better. Deploy, deploy, deploy.

“World nearing 'crucial turning point' as clean energy outpaces power demand: Global renewable energy deployment keeps exceeding our expectations”

www.newsweek.com/world-nearin...

World nearing 'crucial turning point' as clean energy outpaces power demand

Energy research group Ember said the global surge in clean energy more than met demand for electricity and led to the first fall in fossil fuel use this year.

www.newsweek.com

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Rob Majteles @robmajteles.bsky.social · 3d

“If new compute investments aren’t getting us closer to AGI, then what’s the point?…while researchers are increasingly uncertain about how compute translates into capability improvements, Wall Street hasn’t fully woken up to this”

dcahn.substack.com/p/ai-capex-n...

AI CapEx Now Hinges on Deus ex machina

We are making great strides on AI adoption, but new investment is largely AGI focused. This is surprising, since luminaries have been walking back their timelines. And future science may be at risk.

dcahn.substack.com

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Rob Majteles @robmajteles.bsky.social · 3d

Turn hyperscaler data centers into grid assets, in exchange for speed to power, we all win. Turn them into grid liabilities, raising rates with no value in return, we all lose.

“Distributed energy resources can accelerate data center interconnection”

www.utilitydive.com/news/distrib...

Distributed energy resources can accelerate data center interconnection

Solutions that help local utilities find or create spare grid capacity by harnessing distributed energy resources could help bring more AI compute capacity online faster.

www.utilitydive.com

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Rob Majteles @robmajteles.bsky.social · 3d

“while headlines paint a dismal picture of efforts to rein in climate change, the numbers often tell a different story…[the] world [is] making unheralded progress in the fight to stem warming”

@hannahritchie.bsky.social

e360.yale.edu/features/han...

This Data Scientist Sees Progress in the Climate Change Fight

Countries are falling short on reducing emissions, but British data scientist Hannah Ritchie looks at the numbers and sees the world making real gains on climate change. In an interview, she talks abo...

e360.yale.edu

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Rob Majteles @robmajteles.bsky.social · 3d

“Climate risk supervision is now business-as-usual”

t.co/Ewdrp6KyUP?s...

ECB's Elderson: No stepping back on climate

The ECB will take a business-as-usual approach to climate risk management, but proposed changes to the CSRD could make that more difficult.

t.co

Rob Majteles @robmajteles.bsky.social · 3d

I know it’s become something of a sport among many who are pushing hard and well on the energy transition to grind on their negative views of @mzjacobson.bsky.social’s opinions of nuclear and other. But, he’s been far more right about the direction of travel, and for a long time, than most.

Mark Z. Jacobson @mzjacobson.bsky.social · 3d

Impressive. 5 more days straight with 100% WindWaterSolar on California ISO grid, making it 193 of 280 days in 2025

Gas down 18% v '24 & 37% v '23, replaced largely by solar & batteries

54.7% of all demand met by WWS

Demand down 1.7% v '24 & 1.1% v '23 due largely to growth of roof PV

Rob Majteles @robmajteles.bsky.social · 4d

Impact weight all risk analysis. Act on that analysis. Then, embed, as inseparable, because they are, the specifically defined and quanitifed strategic and financial impact goals that define a winning investment portfolio. Win. Repeat.

t.co/aYfdiQMLx6?s...

Reinvigorating impact investing with pragmatism, clarity and ambition

Healthy tensions have always existed in impact investing – for example, between investors with differing financial and impact goals. But the container that ...

t.co

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Rob Majteles @robmajteles.bsky.social · 4d

None of this $1.1T utility spend is designed to meet energy demand by taking current woeful grid utilization rates higher. Why? Because utilities are NOT planning on investing $1.1T, they are planning on spending it for guaranteed returns paid for by massive rate hikes regardless of performance.

Rob Majteles @robmajteles.bsky.social · 4d

This is who America has decided to be now.

Donald Trump is an insatiably ignorant, violently corrupt, and insanely awful human being. He always has been. His supporters and enablers own this, all of it, and will for the rest of their days and beyond.

Fight back.

Rob Majteles @robmajteles.bsky.social · 5d

‘Utility Collapse’

“Is this moment for distributed energy different?”

podcasts.apple.com/us/podcast/o...

Is this moment for distributed energy different?

Podcast Episode · Open Circuit · 10/03/2025 · 1h 15m

podcasts.apple.com

Rob Majteles @robmajteles.bsky.social · 5d

The AI energy frenzy is causing us to miss a vital opportunity: hyperscalers are uniquely profitable customers, with negligible electricity costs/ROI, who would gladly turn data centers into grid assets vs liabilities for speed to power.

@douglewin.bsky.social @rewiringamerica.bsky.social

Rob Majteles @robmajteles.bsky.social · 5d

“The future is already here – it's just not evenly distributed.”

― William Gibson

Rob Majteles @robmajteles.bsky.social · 6d

When the ‘AI backlash’ comes, the particularly virulent form of it will be focused on utilities and the political support they’ve purchased to make their multidecade commitment to raising rates, no matter what, their only core competency.

Rob Majteles @robmajteles.bsky.social · 6d

yes

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Rob Majteles @robmajteles.bsky.social · 6d

“We, ignorant of ourselves,
Beg often our own harms, which the wise powers
Deny us for our good; so find we profit
By losing of our prayers.”

— William Shakespeare, Antony and Cleopatra

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