I have a @nytimes op-ed today on managing power demand growth w/out driving up rates. Central point: load growth is an opportunity to *offset* upward pressure on rates, if we plan the system to make fuller use of infrastructure we’ve already paid for.

AI compute is scaling faster than the grid infrastructure supporting it. At @heronpower, we’re rethinking data center power from first principles — leveraging DC architectures inspired by energy storage and renewables to enable gigascale AI. Today I'm excited to share Heron's

I don't understand the new 50% copper tariffs. They're not going to jumpstart US production, aren't targeted to countries in which we're in a trade war, and will drive up prices on a wide range of essential goods. A couple mines in the US are world-class and economic without the

Great thread

Good illustration of how much the Texas grid has changed in just 6 years. yellow = solar; purple = batteries; dark green = wind; blue = gas; brown = coal; light green = nuke via @grid_status

It doesn’t make any sense. Unless the goal is to shrink the economy and hobble American competitiveness.

Solar power is very obviously the future if you can do elementary math. Compared to the Sun, all other energy combined is like caveman burning some twigs.

Today I'm excited to announce Heron Power has closed a $38M Series A led by Capricorn, with participation from @Breakthrough, @EnergyImpact_ , @gigascale, @JoinPowerhouse, Valor, JB Straubel, and Zach Kirkhorn. Heron Power’s first product, the Heron Link, replaces legacy

After a year focused on my family, enjoying extended travel and many hours spent gardening and surfing, I’m excited to share that I’ve started a new company, Heron Power. The electricity sector is struggling to keep pace with AI’s insatiable energy demand on top of the growing

This 👇

Looking forward I have no concrete plans beyond spending more time with my family and young kids. But, as people who know me well can attest, I have difficulty sitting still for long… 😄

I made the difficult decision to move on from Tesla after 18 years yesterday. I am so thankful to have worked with and learned from the countless incredibly talented people at Tesla over the years. I loved tackling nearly 🤣 every problem we solved as a team and feel gratified

throwback to 8 years ago, after a super successful Model 3 launch event…

Powerwall 3 is flood resistant in over 2 ft (70 cm) of water, keeping your home powered even in the most severe weather

I test drove a Cybertruck today. The steer-by-wire was pretty mind-blowing. It took a little getting used to but felt great once I did. I can't imagine at some point all future Teslas won't have this. It makes so much sense not to have to turn the wheel two times. And because

Making the world's bestselling vehicles more accessible is critical to Tesla's mission Model 3 now starts at $329/month with $2,999 down

The amount of value that is packed into the @Tesla Powerwall 3 is mind blowing. Powerwall 3 stores the same amount of energy as Powerwall 2, but the Powerwall 3 can discharge 230% (continuously) faster than the 2. This means that a single Powerwall 3 has enough power to handle

Saudi Aramco’s decision to halt an expansion of its output capacity is because of the energy transition, says Energy Minister Prince Abdulaziz bin Salman

More affordable than you think World’s bestselling SUV is $1k off this month Prices will go up again in March https://t.co/tEj0udh3Ll

You said it, Javier, kudos to the Lathrop Megafactory team! Also what a fun "family" photo :)