Random thoughts on the Exowatt announcement: 🧵

What is a thermal battery?:

People keep asking me to due diligence Exowatt. Ok, ok

How do I know it's a scam in 2 minutes?

- CEO has ridiculous, non-technical background
- Co-founder was low level engineer then failed me-too startup bought for pennies, but learned VC ins outs
- High profile grifter names:

$OKLO
- Backed by Sam Altman and Peter Thiel.
- Up by +30% on Friday, and may push higher with new announcements.
- Altman's other AI related energy investments: Exowatt, Helion
- 'AI is poised to drive 160% increase in data center power demand' - Goldman
oklo.com/newsroom/news-…

Hyped up about the launch of Exowatt today. Cheap 24/7 electricity that’s 100% green and can be built quickly and easily. Massive potential to power the wave of data centers that will need to be built in the next decade. Seems too good to be true, but looks legit!

Sam Altman, the head of OpenAI, has invested in a startup called Exowatt that's developing solar energy technology. This investment is part of a bigger effort to find sustainable energy sources for the growing power needs of AI technology.

For more details, visit my trench.

Modularity aside, does anyone understand how Exowatt is different than Ivanpah or the other thermal solar power plants of the 2010s?

Looks like they might be using the Seebeck effect to avoid steam generators which would be cool!

都说了巴菲特掐住了人工智能的蛋，现在Sam Altman也来🤏了 🤡

人工智能领域的代表人物Sam Altman和风险投资公司 Andreessen Horowitz 等投资了一家名为Exowatt的初创公司,该公司开发了一种将太阳能转化为热能并存储长达24小时的新型发电系统,希望为数据中心提供经济高效的清洁能源解决方案。

🌞💡 Powering the Future: Sam Altman's Big Solar Bet!🚀

Sam Altman and Andreessen Horowitz have invested $20 million in Exowatt, aiming to revolutionize energy use in AI data centers with cutting-edge solar power and storage solutions:

- Innovative Technology: Exowatt's solar

AI data center energy issue is so big that Amazon are going to buy a $650 millions data center near to a nuclear power plant. Chips need to be warm to work properly and data centers are power hungry.OpenAI invested $20m to Exowatt , a startup focus on clean energy storage.

acquired: aiu2.com

response: three commas club.

industry: ai

use case: ai software / consultancy.

#lambo #domains #ai #sora #tate #NYSE #exowatt #Russia #china #rubles #yuan #drone #strike #israel #iran #bitcoin #btc #satoshi #GPT5

Exowatt, a renewable energy startup, has raised $20M in seed funding to provide scalable and cost-effective energy solutions for AI-driven data centers.

#Exowatt #Renewable #Energy #Startup #SeedFunding #Scalable #Cost #Effective #Solutions #AI #DataCenter #funding #AI #Tech

Exowatt Secures $20M for Revolutionary Data Center Power Solutions

City of Miami-based Exowatt has launched with a groundbreaking $20 million funding round led by a16z , Atomic, and Sam Altman. The company is set to revolutionize data center power for the AI era with its

サム・アルトマンがモジュラー再生可能エネルギーのExowattに2000万ドルを投資している。🔋

AIのための大規模データセンターの電力需要はNvidiaのマネタイズを見てもかなり重要になってきている。

Exowattとは：
①太陽光発電とエネルギー貯蔵を組み合わせたハイブリッドシステム

Suite à une acquisition j'ai le plaisir de vous annoncer que exowatt devient #underwearenergy ! #swparismakers

- Exowatt secures $20 million investment from industry leaders like Sam Altman and Andreessen Horowitz.

- Develops modular units storing energy as heat, converting it to electricity for AI data centers. #AI #AI datacenters #AndreessenHorowitz #Arm

multiplatform.ai/revolutionizin…

One mistake I'm seeing regarding the new Exowatt announcement is conflating storage INSTALLATION price vs power DELIVERED price.

First is the cost to install the system (incl hardware). Second is operational cost (usually installed divided by useful lifetime/cycles).

Exowatt

Anyone else run the napkin math on the ExoWatt idea? I feel like I’m missing something? Danielle Fong 💁🏻‍♀️🔆🏴‍☠️ Casey Handmer, PhD Sam D'Amico Quincy Lee

Augment Perplexity FlexAI Nooks 8. Exowatt (@exowatt305)

Round: $20M Seed

Backed by Sam Altman, it provides sustainable energy for data centers to support the AI demands

Exowatt P3 is their flagship product. Unlike traditional solar panels, it stores solar energy in a thermal battery for up to 24 hours.

The Exowatt, Jet Ski Ramah Lingkungan bit.ly/1aezPvM

The Exowatt, Jet Ski Ramah Lingkungan bit.ly/1aezPvM