iiinova — where your digital self keeps evolving

Rob Majteles @robmajteles.bsky.social · 7h

“If you owe your bank a shilling, you have a problem; but if you owe it a million, the bank has a problem."~John Maynard Keynes Nvidia turns to insurers to spread the risk of AI build-out www.ft.com/content/d6a9...

ft.com

Nvidia turns to insurers to spread the risk of AI build-out

World’s largest listed company looks for new ways to draw Wall Street deeper into the financing of the AI boom

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Rob Majteles @robmajteles.bsky.social · 20h

Climate externalities will be internalized, because they will have to be … the ‘allies’ in this are and are not surprising: socializing losses and privatizing gains eventually bankrupts all of us. grist.org/accountabili...

grist.org

The surprising allies backing Boulder's climate case before the Supreme Court

Ranchers, conservative legal scholars, and former Republican EPA chiefs are siding against oil companies. Here's why.

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Rob Majteles @robmajteles.bsky.social · 20h

And, btw: “I am in top form. Huge crowd.” Germany’s propaganda minister, Joseph Goebbels, wrote in his diary in 1933 after leading a book-burning rally.

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Rob Majteles @robmajteles.bsky.social · 20h

Sadly, hauntingly, this is a very timely read: “How America Became Antifascist: Franklin D. Roosevelt was slow to confront the threat of Fascism. A new history explores how he—and the country—finally came around.” www.newyorker.com/magazine/202...

newyorker.com

How America Became Antifascist

Franklin D. Roosevelt was slow to confront the threat of Fascism. A new history explores how he—and the country—finally came around.

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Rob Majteles @robmajteles.bsky.social · 01/10/2026

Externalities will be internalized. Impact weight and update all of your investment priors, all of them. theconversation.com/we-can-final...

Rob Majteles @robmajteles.bsky.social · 01/10/2026

The industrial logic of the energy transition is relentless: faster better cheaper wins, no matter how much bullsh^t from slower worse expensive it has to fight through to get there.

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Rob Majteles @robmajteles.bsky.social · 29/09/2026

Do the work. Ignore the noise. Win. Repeat.

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Rob Majteles @robmajteles.bsky.social · 29/09/2026

Anthropic prospectus risk factors: Once, risk factors were supposed to caution investors about … risks. Then, over time, mostly ignored. Now? It’s the key selling tool for Anthropic’s IPO — which is why they spend 2x pages on risk factors vs discussing the business. Discuss.

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Rob Majteles @robmajteles.bsky.social · 29/09/2026

There really is nothing left to say about utilities and how badly they are failing America, other than to contemplate this sad indictment from Jonatham Swift: “I never wonder to see men wicked, but I often wonder to see them not ashamed.”

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An Existential Threat to the Oil Industry

Externalities will be internalized. Impact weight your internal cost of capital and risk analytics, or get crushed when it’s forced on you. You choose. cc @tomsteyerhq.bsky.social www.theatlantic.com/science/2026...

theatlantic.com

Can the energy giants be held responsible for extreme weather?

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Excellent: “Climate Intuition Guide for talking to Boards about Resilience” My Step 1? Stop pretending climate change isn’t real or that your board can do its job, at even the most basic level, without focusing on climate challenges and opportunities. jpmorgan.celero.site/s/06214fc9/6...

jpmorgan.celero.site

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The Argument For Clean Energy Has Flipped | OGN Daily

The industrial logic of the energy transition is relentless, and was built on decades of brilliant, pioneering efforts propelled on many fronts. But, now: faster better cheaper wins. It’s time to hammer that point home, over and over (and over) again. www.onlygoodnewsdaily.com/post/the-arg...

onlygoodnewsdaily.com

It all started as a moral argument for taking climate action, but that driver has now been relegated to third place.

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Speed to power matters. Price it. oilprice.com/Alternative-...

Why Design Thinking Needs a Responsibility Reboot

Designed…to what end? What impact? Asking these questions of design thinking experts often gets you a blank, or disparaging, stare. A responsibility reboot is badly needed and long, long overdue. “Why Design Thinking Needs a Responsibility Reboot” sloanreview.mit.edu/article/why-...

sloanreview.mit.edu

Design thinking’s narrow focus on appeal to users can lead innovators to overlook potential product harms.

The Real Reason Data Center Gas Power Plants Are So Dirty

Why are data center gas plants so dirty? Because inefficient, expensive, dangerous, poorly thought out, if thought out at all, gas infra makes no sense, in any way, for anyone. This AI energy doom loop is driving a losing set of outcomes, for everyone. www.wired.com/story/real-r...

wired.com

A massive new gas plant in Texas will be built with much less efficient technology than regular gas plants. It’s far from the only data center power project to rely on dirty turbines.

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U.S. solar capacity nears 300 GW, enough to power 50 million homes - pv magazine Global

Imagine where we’d be if we embraced the future vs fighting it every step of the way? “US solar capacity enough to power 50mm homes: Solar and storage have grown to a scale most have yet to realize, we can’t meet energy needs without these technologies” www.pv-magazine.com/2026/09/22/u...

pv-magazine.com

National cumulative solar deployment hits 299.4 GW as utility-scale additions propel a 45% year-over-year Q2 expansion, while manufacturing investments and red-state project builds reach historic high...

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US utilities get failing grade on clean energy transition

There is no model for America’s successful energy foundation going forward that involves today’s utilities. The way they are currently led and structured are toxic to America’s energy future. “US utilities get failing grade on clean energy transition” www.canarymedia.com/articles/uti...

canarymedia.com

Too many utilities are keeping coal plants open, planning new gas plants, and building less renewable energy, the Sierra Club’s latest "Dirty Truth…

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What If Data Centers Paid for Solar and Storage on Your Home?

What if we traded speed to power for data center, all energy consumers, investments in renewables, distributed energy resources, electrification, and good grid conduct? What if we focused on positive sum vs zero sum outcomes in the energy transition? elisawood.substack.com/p/what-if-da...

elisawood.substack.com

A startup wants to use long-term capacity contracts with utilities and large energy users to finance solar and batteries across thousands of homes.

Rob Majteles @robmajteles.bsky.social · 26/09/2026

Markets ‘must catch up with’ climate risk? We’re playing, over and over again, and again, the tragic, haunting, final lines [and ending stage direction] of Waiting for Godot: VLADIMIR: Well, shall we go? ESTRAGON: Yes, let's go. [They do not move.] fortune.com/2026/09/23/m...

Rob Majteles @robmajteles.bsky.social · 25/09/2026

Everywhere you look these days, you see the AI energy fossil fuel doom loop in action: needless, stupid, wasteful, dangerous, inefficient, dumb~driving lose lose for everyone, eventually. Why? There are, now, today, this minute, faster better cheaper solutions ready to roll. Why not choose them?

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Rob Majteles @robmajteles.bsky.social · 25/09/2026

Great responses here and elsewhere to my recent podcast talking about going from zero sum to positive sum, especially as an investor. Keep ‘em coming. lnkd.in/eDPYP5CV

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Real conversations about sustainable business. A live interview show with Michael Baxter, broadcast on LinkedIn Live and YouTube.

From zero sum to positive sum: my favorite topic. I was invited to be on this great podcast today (Sustainability Talking www.sustainablytalking.com) and we got into a great discussion. Let me know what you think, jump in, share … here or elsewhere: www.youtube.com/live/fNDio-w...

sustainablytalking.com

Sustainably Talking

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Faster electrification can slash energy import bills by $US400 billion, cut global oil use by 18 million barrels a day

Faster better cheaper gets even faster better cheaper when you go … faster. Deploy. Deploy. Deploy. “Faster electrification can slash energy import bills by $US400 billion, cut global oil use by 18 million barrels a day” reneweconomy.com.au/faster-elect...

reneweconomy.com.au

IEA report finds electricity could meet 33% of world’s final energy consumption by 2035 – and slash the bills of fuel-importing nations by more than $US400 billion.

“Natural General Intelligence: There is room to become much more ambitious about what the Earth can provide.” @orbuch.bsky.social naturalgeneralintelligence.ai

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“Trump’s vision for energy dominance has one big problem: fossil fuels have totally lost in the marketplace. Since 2010, the cost of solar has fallen 89%. Batteries are down 93%. Wind is down 63%. Solar generating capacity has now surpassed coal globally. Battery storage has surpassed pumped hydro.

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Solar Power Is Getting So Cheap That It's Almost Unbelievable

The industrial logic of the energy transition is relentless. Faster better cheaper isn’t the ‘unbelievable’ part. The unbelievable part is the bullsh*t still pushing slower worse expensive. “Solar Power Is Getting So Cheap That It's Almost Unbelievable” futurism.com/science-ener...

futurism.com

The cost of solar panels has dropped to just a few cents per watt, thanks to a massive supply of photovoltaics flooding the market.

U.S. solar module production reaches historic 100 GW landmark - pv magazine USA

Wait, what? I thought the US had to lose, in everything, because it has an idiot for a President? “US solar module production historic 100 GW landmark: distant dream years ago, now a wake-up call~domestic solar manufacturing [now] essential” pv-magazine-usa.com?p=22178

pv-magazine-usa.com

The United States crossed 100 GW of cumulative solar PV module production during Q2 2026, according to a new bottom-up factory-level analysis by Terawatt PV Research going back to the early 1970’s. Al...

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AI is the fastest way to get to average answers/work/ouput the world has ever seen. That is awesome. What you do with the massive time savings you earn with AI to get to average is up to you.

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Win as an impact investor? (1) Embed, as inseparable, financial and climate outcomes that define success (2) Stop accepting the false mythology that impact demands concessionary financial returns (3) Do the work: impact weight all risk analysis, act on that analysis. Win. Repeat.

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LinkedIn Login, Sign in | LinkedIn

I’m really looking forward to being on this impact investing focused podcast tomorrow. Join us, share this update, catch the recording of it after — I’d love to learn from and with all of you. www.linkedin.com/video/event/...

linkedin.com

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JPMorgan Sees ‘Big Shift’ in Debt Market’s View of Climate Risk

The ‘shift’: I don’t care. I was told climate risk isn’t a thing. Climate risk math is too hard. Wait, what is happening? Stop nagging, I’ll do a little work now. Oh sh^t, this is bad. “JPMorgan Sees ‘Big Shift’ in Debt Market’s View of Climate Risk” www.bloomberg.com/news/article...

bloomberg.com

Debt markets today are treating the risks associated with rising temperatures a lot more seriously than they did just half a decade ago, according to Sarah Kapnick, global head of climate advisory at ...

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The industrial logic of the energy transition is relentless, and that’s even before you add the force multiplier of energy resilience and security. Here’s an excellent discussion of the latter: jpmorgan.celero.site/s/26e72c0b/j...

jpmorgan.celero.site

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This is the 4th largest economy in the world doing this. What’s your excuse for not getting on with the energy transition? Its industrial logic is relentless and all of the moaning and whining about it is needlessly costing time, money, and lives. Do the work. Ignore the noise.

My AI P-score: I am high P(abundance) but also high P(cynical) about insane financial AI bullsh*t and even higher P(angry) about the needlessly expensive, dangerous, inefficient, dumb fossil energy doom loop being forced onto the grid recklessly to build out AI now.

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Rob Majteles @robmajteles.bsky.social · 21/09/2026

Best part of Climate Week: being in a special conversation, sometimes earning uplifting affirmation of your message~like the great one I am proud of below. My message? Embedding climate and financial impacts within each other, inseparable, drives great investment returns.

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Climate Week fun: the great Bill McKibben on a panel — my panel, gulp, goes on soon after …

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Rob Majteles @robmajteles.bsky.social · 21/09/2026

Climate externalities will be internalized and lawyers wielding the fossil fuel industry’s own climate research will be a big catalyst for getting there. t.co/rLU8WOBWA8?s...

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Rob Majteles @robmajteles.bsky.social · 21/09/2026

Batteries on wheels: an incredible resource to power the industrial energy transition — there is no sane, credible, reason to go slowly on any of this. Deploy. Deploy. “Utilities, schools see growing value in electric buses for virtual power plants” www.utilitydive.com/news/utiliti...

utilitydive.com

Utilities, schools see growing value in electric buses for virtual power plants

By participating in programs that ease grid congestion, school districts can recoup thousands of dollars from the price of electric school buses.

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Yom Kippur wishes: “If you believe breaking is possible, believe fixing is possible." — Rabbi Nachman of Breslov

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Is this really the best we can do and be? “The Latest Corporate Climate Ruse” www.nytimes.com/2026/09/17/o...

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“Opportunity is missed by most people because it is dressed in overalls and looks like work.” — Thomas A. Edison

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