investing @s2ginvestments | leading @womenclimateIF | ex @generatecapital, @goldmansachs | 🏳️🌈🗽| ✨guided by values + saved by a sense of humor | views mine
Oakland, CA
Joined December 2019
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if you were devising an ultimate clean energy / climate tech / decarbonization must read book list, what would you put on it?
Marisa Sweeney retweeted
Oracle's Wisconsin data center just became a case study of how credit risk gets priced into AI infrastructure buildout costs.
We Energies' tariff requires collateral from any developer rated below A-. Oracle now sits at BBB- (downgraded this month, one notch above junk), so the bill is a $7bn letter of credit plus $100mn+ a year, on a $15bn, ~1GW site that underpins the $300bn OpenAI contract. Wisconsin's regulator just declined to reconsider the rule. Oracle is now fighting it in county court.
Twenty-four states now have large-load tariffs built around exactly this logic: don't let ratepayers backstop stranded-asset risk from a hyperscaler's capex binge. Oracle is the first credit-stressed name big enough to get caught by one. If the ruling holds, every sub-A- developer chasing gigawatt-scale sites should expect the same treatment, and counterparty credit becomes a real constraint on buildout timing!
happy Father’s Day to all the incredible dads out there 💖 I wouldn’t be where I am today without my father’s unconditional love, steadfast support, and unrelenting conviction in my and Cat’s ability to turn our dreams into our reality. We are so dang lucky.
And @Poshmarkapp changed their layout to include ads every 5 listing and it really makes the whole let me haggle for $150 worth of second hand clothes I don’t need much less fun 🙄
Marisa Sweeney retweeted
US solar generation keeps on rising 📈
15 years of monthly solar output from January 2010 to March 2026
One of my biggest pet peeves in marketing copy is calling expensive expenses “investments” to make people feel differently about them when they are clearly not that 😭 no shade if you are spending $8k+ on florals, but you’re not investing in anything
“The most difficult thing is the decision to act. The rest is merely tenacity. The fears are paper tigers. You can do anything you decide to do. You can act to change and control your life; and the procedure, the process, is its own reward.”
— Amelia Earhart
Marisa Sweeney retweeted
PJM: the new Power Tinder - bilateral 'hookups' between loads and new supply
After much stakeholder debate over data centers contracting for capacity directly vs LSEs contracting on their behalf, PJM announces the middle path for its Reliability Backstop Procurement
- Phase 1: Bilateral contracts with PJM/CRA "match-making" services
- Phase 2: Central procurement for MW left
- Price cap for central procurement 'under review', clearing price to be Pay as Bid NOT Pay as Cleared like capacity market
- PJM estimates procurement to be ~15GW. Largest share in AEP, DOM, COMED zones
- Eligibility for new supply: needs COD by 2031, delayed retirements proposed to be excluded
- NO special interconnection process for RBP supply
Note: if load simply avoids Phase 1 bilateral contracting, LSEs would need to procure gen potentially socializing costs across all ratepayers - this was a criticism from States on the Central Procurement approach
Marisa Sweeney retweeted
Another massive battery storage record in California (CAISO) yesterday, March 29 🔋
At 7pm, batteries reached 12.3 GW of output, meeting 42.8% of demand!
And it's not just a short peak anymore. Batteries stayed above 20% of grid supply from 5.50pm to 9.35pm, almost four hours.
I’ve been saying for the past five years that social media will be the tobacco industry of my generation, but high key much worse. These court decisions are just the beginning.
Marisa Sweeney retweeted
People misunderstand how much China’s switch to electrification is in fact a Churchill-ian approach to switching from a steam to an oil navy…
🛢️ ➡️ 🔋
Marisa Sweeney retweeted
Having a lot of conversations this weekend about the Oracle/Abilene expansion. Here’s the latest:
• Oracle’s exclusivity period on the Abilene expansion expired last week.
• BUT Oracle was planning to rent GPUs in Abilene to another major customer—NOT OpenAI.
(OpenAI decided several weeks ago not to expand beyond 1.2GW Abilene. See post below.)
• Nvidia has put down a $150 M deposit and is in exclusivity to be the tenant. Nvidia is in talks with multiple potential customers to rent the compute, including Meta.
• The expansion was designed specifically for next-gen Nvidia chips, so Nvidia had an interest in keeping the project moving.
on the OpenAI-Oracle deal in Abilene, Texas...
-Oracle is still leasing eight buildings for OpenAI from Crusoe (~400k Nvidia Blackwell GPUs). Two are completed so far.
-OpenAI doesn't want to add Vera Rubin chips to the site and would put them in campuses slated to have VRs
theinformation.com/briefings…
I would like someone to unpack chat gpt’s strong tendency to use “quietly” as a choice adverb, for things not involving sound 🙄 no one writes this way!! No one wants to write overusing the metaphorical use of quietly! It is so bizarre. This is just one example,
Marisa Sweeney retweeted
Insightful article: Google's new AI infrastructure chief Amin Vahdat says $185B in capex this year is just the start. At that run rate for 10 years, spending could reach $1.9T over a decade. TPU demand is "unprecedented" with Morgan Stanley estimating $13B in TPU revenue for GOOGL by 2027. Google now shifting to modular data center designs to scale globally.
We need @shell to address the 24/7 trespassing deterrent that blares from its shuttered station, audible from 300+ homes in our area in JLS Oakland. It is a total public nuisance and I’m sure harming business for our locally owned mezcaleria across the street. SO unacceptable!
@JackLondonOak is this something you can help with or at least help us to get in touch with the right folks @ the City to get this nuisance resolved?
@charlenewang is this something your office can help with? Our neighbors have been making 311 reports and calls, daily! The site operator used to have a security guard, but now they’ve resorted to this extreme measure that is audible across our entire 200+ unit complex a block away