Joe Malchow @jmalchow
@hnvrcap @enphase @dagster @sourcegraph @retool @material_sec @mattermost @civicartsociety @EnovixBatteries @critical_loop @archaea_energy @Stanford hnvr.com Menlo Park, CA Joined December 2008-
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Long-time followers know I've always been skeptical of so-called "self-service analytics." This is largely because dashboarding technology is built to answer predefined questions. If you're lucky, you can only go a couple of layers deep. When I was a data analyst, the best…
The Gulf of America March (draft, so far)
For mobile phones, batteries have simply gotten physically larger and more intrusive (in the West) and more dangerous (in the East). Not much fundamental improvement.
For mobile phones, batteries have simply gotten physically larger and more intrusive (in the West) and more dangerous (in the East). Not much fundamental improvement.
Hard to argue with the make/maintain citadel @Sourcegraph has with @AmpCode and its indexing/search systems.
Hard to argue with the make/maintain citadel @Sourcegraph has with @AmpCode and its indexing/search systems.
As with the spinning magnetic hard drive, the era of performance leaps in wound batteries — which the U.S. invented and Japan perfected, before China wrung a few more ergs of energy from them — has ended, at least as far as I can tell. New architecture needed for next 20 years.
As with the spinning magnetic hard drive, the era of performance leaps in wound batteries — which the U.S. invented and Japan perfected, before China wrung a few more ergs of energy from them — has ended, at least as far as I can tell. New architecture needed for next 20 years.
This checks out –– cool. E = mgh E = 1 x 9.8m^2 x 100,000 E = 0.98 MJ At 250 Wh/kg, a legacy high-end li-ion battery falls about 10% short of the energy needed to lift the same kg to the Karman Line. Better if it’s @EnovixBatteries.
This checks out –– cool. E = mgh E = 1 x 9.8m^2 x 100,000 E = 0.98 MJ At 250 Wh/kg, a legacy high-end li-ion battery falls about 10% short of the energy needed to lift the same kg to the Karman Line. Better if it’s @EnovixBatteries. https://t.co/wzyIa0bvWW
Seems big.
Official statement regarding @BedBathBeyond We will not open retail stores in California. This isn’t about politics — it’s about reality. California’s system makes it nearly impossible for businesses to succeed, and I won’t put our company, our employees, or our…
Other than recession, there is no structural reason why this should stop – making microgrids more critical than ever for American reindustrialization. And stable solar + storage systems from @Enphase critical for households.
Other than recession, there is no structural reason why this should stop – making microgrids more critical than ever for American reindustrialization. And stable solar + storage systems from @Enphase critical for households.
Proud of this fab: Active material: 100% Si 900+ Wh/L 3C power High cycle Thermal handling America takes the battery technology lead 🇺🇸 @EnovixBatteries
A lot of defense technology companies who present to us are assembly companies with some talk about why they'd deserve higher earnings multiples than other, extant system/assembly companies. We need to focus on "do what has never been done before" companies, not "glue together…
A merit based talent market and relentless truth telling in business have, when we choose to use them, always been our unanswerable advantage.
A merit based talent market and relentless truth telling in business have, when we choose to use them, always been our unanswerable advantage.
Amp is "the most engaging and exciting working environment i have ever been a part of. working on Amp right now is the most home i've ever felt in a company." — from an awesome Amp team member
Safer battery architectures needed urgently
Reasons this is high: –– Anti-building regulatory cost disease –– Government-granted monopoly utilities Reasons this isn't even higher: –– Solar –– Batteries –– Combined-cycle turbines
Reasons this is high: –– Anti-building regulatory cost disease –– Government-granted monopoly utilities Reasons this isn't even higher: –– Solar –– Batteries –– Combined-cycle turbines
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