Archive - Friday Morning Labs

🌿 Friday's Climate Infra Brief: Small Batteries On Old Co-ops

The problem: AI data centers are pushing peak power demand past what the grid can handle.

May 8 • Friday Morning Labs

🌿 Friday's Climate Infra Brief: It is not you, it is us

A concept got me intrigued this week: compute-power coordination, “ 算电协同”.

May 1 • Friday Morning Labs

April 2026

🌿 Friday's Climate Infra Brief - What if Distressed Solar is an AI x Grid play?

There are enough dead bodies on the residential solar trail.

Apr 24 • Friday Morning Labs

🌿 Friday's Climate Infra Brief — April 17, 2026

Renewables just beat natural gas on the US grid for the first time.

Apr 17 • Friday Morning Labs

🌿 Friday's Climate Infra Brief : Two Roads to a MW of Compute

Can a large centralized load contract with distributed BESS to bring capacity to itself?

Apr 14 • Friday Morning Labs

🌿 Friday's Climate Infra Brief — April 10, 2026

One of the most interesting capital deployment in energy right now is finding capacity that already exists: startups using AI and grid simulation to…

Apr 10 • Friday Morning Labs

# 🌿 Friday's Climate Infra Brief — April 3, 2026

Everyone sees that power is the bottleneck for AI infrastructure.

Apr 3 • Friday Morning Labs

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