"Historically, vertically integrated utility companies owned each step of this process. However, in recent decades, this has become a more fragmented process. "- any thoughts on why this is the case. Would this be a trend across industries?
This is a result of intentional deregulation of energy markets by policymakers. They felt competition would be healthy for markets. I don’t have an opinion on the efficacy of this, but I do know the complicated policies lead to complicated incentives. This is a primary reason energy infrastructure is so hard to build.
If you ever get bored/want to add some variety to your usual sector breakdowns, I would love to read your research on principles- like a survey of different complicated incentives in different industries and their outcomes
DC close to power source is great for training, but when inference is the game may start to see latency issues when you want to be closer to the end users.
"Historically, vertically integrated utility companies owned each step of this process. However, in recent decades, this has become a more fragmented process. "- any thoughts on why this is the case. Would this be a trend across industries?
This is a result of intentional deregulation of energy markets by policymakers. They felt competition would be healthy for markets. I don’t have an opinion on the efficacy of this, but I do know the complicated policies lead to complicated incentives. This is a primary reason energy infrastructure is so hard to build.
Interesting.
If you ever get bored/want to add some variety to your usual sector breakdowns, I would love to read your research on principles- like a survey of different complicated incentives in different industries and their outcomes
DC close to power source is great for training, but when inference is the game may start to see latency issues when you want to be closer to the end users.
Software optimizations to reduce reliance on grid
Great presentation here as well:
https://www.youtube.com/watch?v=b6uCUuQwEog
Excellent insight. What about Geothermal? Do you see that having much impact as it fits into #1 and #4 from your list?