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--></style></head><body lang=EN-US link="#0563C1" vlink="#954F72" style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>I later wrote:<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>…<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;mso-ligatures:none'><img width=101 height=81 style='width:1.052in;height:.8437in' id="_x0000_i1026" src="cid:image003.jpg@01DC5C94.20F20780"></span><span style='font-size:11.0pt'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>>… Clarification, I volunteer to be rich, you can be famous. <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>>…How much is processed data worth? … Keith any idea how to sell processed data or rapidly-assignable processor capacity? Anyone? spike<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>Well damn. My calcs indicate this won’t work. The engineering is a go, but the economic factors are a stop. Reason: the power at those EV charging stations is too expensive. Read on please.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>Near where I live is a natural gas peaker plant they built during rolling blackouts in about 2001, 2002. Power went way up, a lot of locals invested in LED lighting and high efficiency HVAC, power demand went down, the place went bankrupt, twice. Its current owner only cranks it up a few days a year and stays afloat renting emergency capacity to the power company.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>Now Microsloth is building a data center next to it, out along Alviso-Milpitas Road in north San Jose. This is an older sat image, but that is the nat-gas plant. The data center is under construction on that what used to be a farm to the right of Los Esteros, not shown in this image (it hadn’t started yet.)<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>It occurred to me that no matter how efficiently I get the heat out of the processors in a van or truck, Gates can easily kick our asses, for he has the option to buy that peaker plant, take it off the grid, adapt it to run several thousand processors, generate power at a much lower cost than we can buy it from the EV charger station guy, because the charger guy hasta buy power from Pacific Gas and Electric, which is outrageously expensive, because we silly California voters let ourselves be tricked into making PG&E buy a lotta renewable power, which made the cost of power go way up.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>If Bill buys Los Esteros, takes it off the grid and uses all the power it can spin out to run his data center, he can get power at a third the price we can buy it thru PG&E. Sheesh, we worry about China getting human level AI first, what if Gates gets it first? He would soooo be Bill bar Sinister. The mind boggles.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='mso-ligatures:none'><img width=522 height=396 style='width:5.4375in;height:4.125in' id="Picture_x0020_1" src="cid:image005.jpg@01DC5C94.20F20780"></span><span style='font-size:11.0pt'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>It might be even worse: if the California lej gives him any bother about taking that plant off the grid, he can set up a nat-gas plant in Nevada and put his processors out there.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>From what I can tell, there are economy-of-scale advantages when you go big on liquid-to-air heat transfer. Big building HVAC in places like Florida already do that on a large scale, and they don’t even need to use freon for a coolant (that stuff works really well but the environmentalists don’t like it.)<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>From what I can see by the spot price of nat-gas where sufficient piping already exists in Nevada, there is not one chance in hell we can compete. The idea is obvious and as logical as Boolean algebra: Even if Gates doesn’t do it, Musk or Ellison will.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>Idear is idead.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>Idamn.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>spike<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p></div></body></html>