Treehouse Energy ⚡️🔋 Electricity markets, EPEX, imbalance | Energy System Modelling | Batteries | TUe Eindhoven | Born at 363 ppm CO₂
Maastricht, Nederland
Joined November 2010
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Large-scale BESS project in NL
Planned COD projects till 2032
7.5 GW of Power
27 GWh of Energy storage in 2032 by large-scale project alone
one can expect for only 60-70% of mentioned project to reach FID and COD
#battery #storage #smartgrid #renewables
Mayk Thewessen retweeted
How AI coordination with China is going to end (ft. Game of Thrones)
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.
Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.
You can read the full post here: darioamodei.com/post/we-must…
Hyperscaler capex is on trend to outpace their cash inflows by the end of 2026
epoch.ai/data-insights/hyper… @EpochAIResearch
"Gigantische stroomstoring Tennet legt Noord-Holland plat"
27 Maart 2015: Mel Kroon legt interview af bij Twan Huys bij de NOS
Storing ontstond door technisch defect (rail kortsluiting) tijdens onderhouds op 380 kV-hoogspanningsstation in Diemen
video: nos.nl/l/2027247
"Stikstof is een probleem van ons allemaal, niet alleen van boeren" Het is een probleem van achttien miljoen inwoners, incl helpen overstappen naar een voor mens en dier beter, en voor henzelf gezonder, boerenbedrijf.
volkskrant.nl/columns-opinie…
expensive Jaguar I-Pace look-a-like
Interior looks cool
but exterior is really 1980's style delorean DMC 12 back to the future - mixed with - Jaguar I-Pace
Never thought I'd say this about a Ferrari, but this is one of the ugliest EV designs ever, and it can be all yours for $640,000 lol
Mayk Thewessen retweeted
Big Tech is overvalued. The current PE ratios require the Mag 7 to grow to a size rivalling the US government, a scenario that won't go unchallenged. But there is still value to be found elsewhere in the broader tech industry, which will only grow long-term.
Mayk Thewessen retweeted
Netherlands and the ocean, both blooming.
Zoom in to see the tulips' colours on the land, and the phytoplankton swirl of blue & green in the sea.
The tulips adorn vases around the world, and the phytoplankton (algae & bacteria) convert sunlight and CO2 into organic matter which sustains nearly all marine life.
Life is beautiful.
esa.int/ESA_Multimedia/Image…
image: @CopernicusEU 21 Apr 26 – at The Netherlands
Interesting!
That is a payback time of 2-4 years
One of the most substantive classes with @ChaseLochmiller at Stanford. We went deep on economics of the datacenter:
- Where is the ~$650B of AI infra capex actually going this year?
- Who's capturing the margin, who's getting squeezed?
- How the bottleneck has moved from GPUs to power, and where it goes next
- The economics of neoclouds
EPEX bottom has been reached❗
€-500/MWh on 1st May in CWE-Europe
June hasn't even started
Do we have too little BESS?
or do we need more Curtailment in PV?
In NL we have an installed asset base of 29 GWp of PV,
- only 6-8 GW is steerable on price
using claude code running agents developing python scripts,
what are great software add-ons, github repo's, tools, software that enables user to increase performance and quality
for example often mentioned on X (twitter) like paperclip.ing/ ?
what do you think @grok?
