Andrew and I sit down for a fun conversation while overlooking the San Francisco Bay. There are a few sound/wind issues with my mic (mostly towards the end), but hopefully nothing too disruptive.
We focus a lot on energy, but touch on a number of interesting ideas from the edge, including:
- The declining cost of solar and batteries
- The commodification of solar and Bitcoin miners
- The interconnection process in ERCOT
- Opening new markets as the cost of solar continues to decline
- Bitcoin Mining vs. AI compute markets (price and uptime are two major factors)
- Reforming legacy power markets vs building new ones with microgrids (micromarkets enable microgrids)
- What a power market does: 1) match supply and demand to create price at each node and 2) serve as clearing house
- Nostr as the communication protocol for decentralized energy markets?
- Pirates once ruled the world because they were free to experience different modes of life. Do they still?
- Andrew’s vagabond/pirate ethos and lifestyle experiments
- Andrew’s other business idea: a tech enabled private military as an insurance company
- How does humanity evolve into the hivemind?
- Patience as the ultimate virtue
Andrew is the co-founder of Satoshi Energy