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Richard Lock retweeted
The typical architecture of an AI data center and comparison to traditional data centers
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Richard Lock retweeted
Blackstone $BX COO Jon Gray described the next ‘big thing’ across three categories: 1) Chips 2) Data Centers 3) Power They've projected a 40% increase in US electricity demand over the next 10 years. The first two categories depend entirely on the third, making electricity…
So if an $800m power plant looks like an accessory next to a $5bn data center… what kind of talent becomes the real differentiator?
Power’s New Math: Data Centers, Capital, and Talent open.substack.com/pub/richardloc…
Richard Lock retweeted
Today we are launching my favorite feature of ChatGPT so far, called Pulse. It is initially available to Pro subscribers. Pulse works for you overnight, and keeps thinking about your interests, your connected data, your recent chats, and more. Every morning, you get a…
Got a call tonight from a power originator who’s a perfect fit for one of my live mandates. Power of referrals - when you’ve built a defined network, the right people find you.
Senior mandates shaping U.S. power & analytics; VP Origination (PJM) – Lead structured deals w/ utilities, co-ops & C&I buyers. VP Origination (WECC) – Hybrid PPAs, tolls & capacity. Sr Quant Analyst (Houston) – ERCOT models using Python/ML. Exploring the market? Let’s talk.…
Newsletter dropping on Monday. linkedin.com/posts/richard-…
In US power markets - and in the US more generally - senior leaders still take calls on the beach. In Europe, they vanish for 3 weeks every summer without blinking. Which model actually builds stronger businesses?
In power origination, the strongest teams I see have two distinct hunters: 1️⃣ Demand-side - public power, munis, co-ops, utilities. Relationship-led, always in front of the customer. 2️⃣ Supply-side - IPPs, infrastructure funds, tolling. Technical, deal-structuring pros.…
Richard Lock retweeted
going to try live-tweeting the GPT-5 livestream. first, GPT-5 in an integrated model, meaning no more model switcher and it decides when it needs to think harder or not. it is very smart, intuitive, and fast. it is available to everyone, including the free tier, w/reasoning!
Richard Lock retweeted
Gas originator wants to secure best deals in gas purchasing:
It’s not a capital problem - it’s a coordination problem. Gas producers, power generators, hyperscalers, data center builders, regulators...Everyone wants to move fast. But without alignment, nothing moves. 👉 What’s the #1 blocker you're seeing right now? #PowerMarkets
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