# ![@smithtjosh Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2376444463.png) @smithtjosh Josh Smith

Josh Smith posts on X about ai, future, money, if you the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2376444463/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2376444463/c:line/m:interactions.svg)

- [--] Week [-----] +9,821%
- [--] Month [------] +299%
- [--] Months [------] -43%
- [--] Year [-------] +501%

### Mentions: [--] [#](/creator/twitter::2376444463/posts_active)
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- [--] Week [--] +64%
- [--] Month [--] +188%
- [--] Months [--] +73%
- [--] Year [---] +292%

### Followers: [-----] [#](/creator/twitter::2376444463/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2376444463/c:line/m:followers.svg)

- [--] Week [-----] -0.23%
- [--] Month [-----] +0.65%
- [--] Months [-----] +4.30%
- [--] Year [-----] +82%

### CreatorRank: [---------] [#](/creator/twitter::2376444463/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2376444463/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  11% [stocks](/list/stocks)  6% [technology brands](/list/technology-brands)  5% [countries](/list/countries)  3% [cryptocurrencies](/list/cryptocurrencies)  1%

**Social topic influence**
[ai](/topic/ai) 6%, [future](/topic/future) 5%, [money](/topic/money) 4%, [if you](/topic/if-you) 4%, [doe](/topic/doe) 2%, [mentions](/topic/mentions) 2%, [list](/topic/list) 2%, [check](/topic/check) 2%, [folks](/topic/folks) 2%, [matter](/topic/matter) 2%

**Top accounts mentioned or mentioned by**
[@atrembath](/creator/undefined) [@gideonopowell](/creator/undefined) [@michaelgiberso3](/creator/undefined) [@shanumathew93](/creator/undefined) [@fredstaffordcs](/creator/undefined) [@dertaskforce](/creator/undefined) [@drajem](/creator/undefined) [@thebti](/creator/undefined) [@hankenjoyer](/creator/undefined) [@mrjamesob](/creator/undefined) [@hopfjames](/creator/undefined) [@forestmaven](/creator/undefined) [@andymasley](/creator/undefined) [@turnerloesel](/creator/undefined) [@jmsmadisoninst](/creator/undefined) [@tylerhnorris](/creator/undefined) [@goldmansachs](/creator/undefined) [@jessepeltan](/creator/undefined) [@williamirwin38](/creator/undefined) [@texasblockchain](/creator/undefined)

**Top assets mentioned**
[Costco Wholesale Corporation (COST)](/topic/costco) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Goldman Sachs (GS)](/topic/goldman-sachs) [IBM (IBM)](/topic/ibm) [Bitcoin (BTC)](/topic/bitcoin) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Note the shout-out to SB132 as a success for protecting ratepayers by introducing (1) competition so data centers can bring their own gen and (2) allowing off-grid Both great elements of a bill that cracked open the monopoly in Utah"  
[X Link](https://x.com/smithtjosh/status/2021363617879429421)  2026-02-10T23:20Z [----] followers, [---] engagements


"@drajem @atrembath @TheBTI So uh doesn't this just validate that when the facts change the folks at @TheBTI change their minds The IRA was pretty mediocre policy. They suggested better policy. This dust-up has been one of the strangest to watch from the outside"  
[X Link](https://x.com/smithtjosh/status/2021364851067716062)  2026-02-10T23:25Z [----] followers, [--] engagements


"@hank_enjoyer @ShanuMathew93 Great test case. 13GW or 16GW are both huge additions. And the 3GW manufacturers are objecting to right now still represents meaningful costs if they fall to average consumers or load doesn't show up as forecasted. https://www.utilitydive.com/news/aep-ohio-data-center-load-tariff-oma-manufacturers/811583/ https://www.utilitydive.com/news/aep-ohio-data-center-load-tariff-oma-manufacturers/811583/"  
[X Link](https://x.com/smithtjosh/status/2023069792119472309)  2026-02-15T16:19Z [----] followers, [--] engagements


"Off-grid development around 1GW. Millard County Utah 4GW in the future"  
[X Link](https://x.com/smithtjosh/status/2021363615450923048)  2026-02-10T23:20Z [----] followers, [----] engagements


"The reporting could have done with a bit more optimism. IEA projection's is that AI uses are ultimately climate positive Juxtapose that with the local costs and you have something much more interesting. https://www.sltrib.com/news/environment/2026/02/09/utahs-data-centers-may-consume/fbclid=IwdGRleAP4mURleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEevfbuISSmc2X8IWgjbblU9CqMYas3klsFgh4vyG_06LwlDvo5n0mITE-pXBg_aem_362indDSvG4j8k2ZFufnJA https://www.iea.org/reports/energy-and-ai/ai-and-climate-change"  
[X Link](https://x.com/smithtjosh/status/2021363622304518523)  2026-02-10T23:20Z [----] followers, [---] engagements


"🤔 Wondering if anyone on this large load tariff panel will bring up allowing large loads to procure their own generation as alternative to taking service from monopoly. Would put gen risk on large loads rather than ratebase and avoid some of these contract terms. #NARUCWinter26 Wondering if anyone on this large load tariff panel will bring up allowing large loads to procure their own generation as alternative to taking service from monopoly. Would put gen risk on large loads rather than ratebase and avoid some of these contract terms. #NARUCWinter26"  
[X Link](https://x.com/smithtjosh/status/2021363954401018197)  2026-02-10T23:21Z [----] followers, [--] engagements


"Another aspect of this off-grid development is that it's sandwiched between Pacificorp and a co-op. They're maximizing opportunities to buy and sell power in the future if they integrate with the rest of the system. Off-grid development around 1GW. Millard County Utah 4GW in the future. https://t.co/9zkyW6Rbr8 Off-grid development around 1GW. Millard County Utah 4GW in the future. https://t.co/9zkyW6Rbr8"  
[X Link](https://x.com/smithtjosh/status/2021408155469824162)  2026-02-11T02:17Z [----] followers, [---] engagements


"Is this correct Based on actually data Or is it a projection Datacentres now account for 7% of US electricity demand https://t.co/6AojVY5RvB Datacentres now account for 7% of US electricity demand https://t.co/6AojVY5RvB"  
[X Link](https://x.com/smithtjosh/status/2022379242097643640)  2026-02-13T18:35Z [----] followers, [---] engagements


"Assuming it is correct it's a sizable increase as the [----] DOE report suggested we'd hit 7% as its lower-bound by [----]. So we're some years ahead of schedule"  
[X Link](https://x.com/smithtjosh/status/2022379247395041296)  2026-02-13T18:36Z [----] followers, [--] engagements


"I think it might be reporting computing as a whole with data centers. And certainty lots of folks assuming it's all AI demand in responses"  
[X Link](https://x.com/smithtjosh/status/2022379249861275857)  2026-02-13T18:36Z [----] followers, [--] engagements


"FWIW what we really need are multiple companies experimenting and offering actual products Policy will be easy to spread from here in Utah once we have more products to take around and showcase. When the Costco battery+solar setup is on the shelf in Utah but not in Arizona or Montana that'll be an easy policy fix that spreads like wildfire"  
[X Link](https://x.com/smithtjosh/status/1941556445805256735)  2025-07-05T17:55Z [----] followers, [--] engagements


"I'd instead recommend this 15-minute conversation between @mrjamesob and Gregory about his book. https://www.youtube.com/watchv=GfpCDsAOxoY https://www.youtube.com/watchv=GfpCDsAOxoY"  
[X Link](https://x.com/smithtjosh/status/1943105596410007883)  2025-07-10T00:30Z [----] followers, [---] engagements


"I got a review copy for free (disclosure fwiw). You can preorder here and get yours on August [--]. https://www.simonandschuster.com/books/Going-Nuclear/Tim-Gregory/9781639369393 https://www.simonandschuster.com/books/Going-Nuclear/Tim-Gregory/9781639369393"  
[X Link](https://x.com/smithtjosh/status/1943105597504671988)  2025-07-10T00:30Z [----] followers, [--] engagements


"Because it's been a long week you should allow yourself as a treat to read the absolute 🔥🔥 the Utah PSC is spitting out which begins thusly: https://t.co/skCRB2OpVE Because it's been a long week you should allow yourself as a treat to read the absolute 🔥🔥 the Utah PSC is spitting out which begins thusly: https://t.co/skCRB2OpVE"  
[X Link](https://x.com/smithtjosh/status/1943718446669394114)  2025-07-11T17:06Z [----] followers, [---] engagements


"Excellent. 10/10 recommended https://pca.st/episode/9786b70c-3e4c-4989-93d3-bf53498eb5dd https://pca.st/episode/9786b70c-3e4c-4989-93d3-bf53498eb5dd"  
[X Link](https://x.com/smithtjosh/status/1944794780464210352)  2025-07-14T16:23Z [----] followers, [--] engagements


"@HopfJames "The main source of (unnecessary) high costs is safety requirements i.e. preventing nuclear acccidents at any cost (zero risk tolerance). That is excessive regulations and uniquely burdensome QA requirements." Aren't the justifications for this derived from LNT + ALARA"  
[X Link](https://x.com/smithtjosh/status/1944808378569777648)  2025-07-14T17:17Z [----] followers, [---] engagements


"I'm still sympathetic to the idea that writing is thinking in plenty of ways. But using the bumper sticker idea to justify banning AI from writing-heavy courses is just facially absurd. As with any tool you must learn to use it. Once typing lessons. Now AI lessons. And typing and handwriting ofc"  
[X Link](https://x.com/smithtjosh/status/1947478891750428803)  2025-07-22T02:08Z [----] followers, [--] engagements


"Remember the doomers on AI and writing also include the folks telling you the academy has failed. Likely true but not because of AI. The timelines don't match. AI came long after worries about the kids and the role of the university This is the central problem with higher education in the age of AI. We can't require students to do take-home writing assignments (e.g. term papers) any more because most will cheat and have ChatGPT or Claude or Grok do the writing. But we can't teach critical thinking This is the central problem with higher education in the age of AI. We can't require students to"  
[X Link](https://x.com/smithtjosh/status/1947478901653225599)  2025-07-22T02:08Z [----] followers, [---] engagements


"States have long played a vital role in nuclear policy. Unfortunately mostly for ill. After a decades-long hiatus Missouri's leaders are studying the option of new nuclear. They recently convened a Missouri Nuclear Summit. Article link in reply. Gov. Mike Kehoe said: "It's a priority of mine to make sure Missouri has ample power for the future and we know https://t.co/L5axVKt5ZV After a decades-long hiatus Missouri's leaders are studying the option of new nuclear. They recently convened a Missouri Nuclear Summit. Article link in reply. Gov. Mike Kehoe said: "It's a priority of mine to make"  
[X Link](https://x.com/smithtjosh/status/1947494300822213081)  2025-07-22T03:09Z [----] followers, [---] engagements


"Senator Reid's long-standing angst against Yucca Mountain still has ripple effects on waste policy. In fact it's probably more accurate to say that it set the course the river would follow"  
[X Link](https://x.com/smithtjosh/status/1947494314768027753)  2025-07-22T03:10Z [----] followers, [--] engagements


"It will be interesting to see the comparisons of competitive and regulated areas in the PJM capacity auction. In the last auction the competitive markets still procured at a lower cost than monopolies did. Markets are twice as efficient (peep the y-axis on each graph) PJM AUCTION RESULTS: If you have to ask you cannot afford it. Cleared at the cap procured everything under the cap but don't panic https://t.co/J8gq0y7Zsw https://t.co/lWNndQ3WEV PJM AUCTION RESULTS: If you have to ask you cannot afford it. Cleared at the cap procured everything under the cap but don't panic"  
[X Link](https://x.com/smithtjosh/status/1947823521620529372)  2025-07-23T00:58Z [----] followers, [----] engagements


"Flexibility featured in today's AI Action Plan: The United States must prevent the premature decommissioning of critical power generation resources and explore innovative ways to harness existing capacity such as leveraging extant backup power sources to bolster grid reliability during peak demand. . Furthermore the United States should investigate new and novel ways for large power consumers to manage their power consumption during critical grid periods to enhance reliability and unlock additional power on the system. Did @GideonOPowell write this 😂"  
[X Link](https://x.com/smithtjosh/status/1948032084423094746)  2025-07-23T14:46Z [----] followers, [----] engagements


"Ways to reform power market incentives to support grid stability: - Remove price caps in energy markets - Remove price caps in capacity markets - Reduce barriers to entry - Specifically ensure reduced barriers to storage given its advantages in providing frequency regulation - Remove subsidies (one can dream) I think those are roughly in order of importance"  
[X Link](https://x.com/smithtjosh/status/1948032092102873354)  2025-07-23T14:46Z [----] followers, [--] engagements


"I'd also shout out Utah's recent investigations of flexibility and the first steps towards retail choice as good examples of what state policymakers can do to enable AI in the US. For example see SB132: - Ability to provide your own supply - Flexibility study to enable grid-power use and self-supply - Off-grid / closed / private energy parks https://le.utah.gov/2025/bills/static/SB0132.html https://le.utah.gov/2025/bills/static/SB0132.html"  
[X Link](https://x.com/smithtjosh/status/1948032094493639069)  2025-07-23T14:46Z [----] followers, [--] engagements


"@ForestMaven The sue and settle strategy yes A friend did her thesis on these kinds of agreements but I really don't know much about them in practice. I've gotten the sense that there isn't a lot of empirical work on them"  
[X Link](https://x.com/smithtjosh/status/1948436520211292574)  2025-07-24T17:34Z [----] followers, [--] engagements


"Google has a short blog about their early successes with flexible load management. And I think they pitch it in the right ways: (1) about doing more and doing it fast (2) protecting other consumers as they move fast and (3) a bridge not a replacement for doing more"  
[X Link](https://x.com/smithtjosh/status/1952398888142516556)  2025-08-04T15:59Z [----] followers, [---] engagements


"Think about this when folks look around to establish what land makes sense for data center development they often exclude federal lands. The Off-grid AI data centers report shows a tiny amount of federal lands are considered. That's because of permitting challenges Texas is a big place but unlike Utah it's also largely privately owned. https://www.offgridai.us/ https://www.offgridai.us/"  
[X Link](https://x.com/smithtjosh/status/1952709448243491087)  2025-08-05T12:33Z [----] followers, [--] engagements


"If you have environmental concerns AI is not the right place to concentrate. As always thanks to @AndyMasley for his extensive comparisons If you want to prompt ChatGPT [--] times you can just stop your shower [--] second early. https://andymasley.substack.com/p/individual-ai-use-is-not-bad-for https://andymasley.substack.com/p/individual-ai-use-is-not-bad-for"  
[X Link](https://x.com/smithtjosh/status/1952709450772398337)  2025-08-05T12:33Z [----] followers, [--] engagements


"Great question Chip. I sense we're kindred spirits who spend more thinking about how much wood could a woodchuck chuck if a woodchuck could chuck wood. More seriously there are definitely applications of AI to interconnection (plugging more power in faster) permitting reform (do the paperwork faster) and efficiencies in the energy system. Something I whiffed on during the interview was reminding people that we now do 6x the computing with only about 1.25x the electricity. It was in my list of must-says and I failed But the good news about big users is that it means big incentives to conserve"  
[X Link](https://x.com/smithtjosh/status/1952751851453215017)  2025-08-05T15:21Z [----] followers, [--] engagements


"Context is scarce. Your hamburger uses more water than your chatgpt searches. And data center developers overwhelmingly have clean goals to improve water access They spend real money on these efforts and have entire teams producing sustainability reports. I wrote a piece with @turnerloesel at the @JmsMadisonInst about these factors in data center development here: https://jamesmadison.org/wp-content/uploads/PolicyBrief_DataCenters-July2025-v03-web.pdf#page=6 https://jamesmadison.org/wp-content/uploads/PolicyBrief_DataCenters-July2025-v03-web.pdf#page=6"  
[X Link](https://x.com/smithtjosh/status/1952753419548275190)  2025-08-05T15:27Z [----] followers, [---] engagements


"@tylerhnorris @GoldmanSachs cc @GideonOPowell"  
[X Link](https://x.com/smithtjosh/status/1955354704873132040)  2025-08-12T19:44Z [----] followers, [---] engagements


"What's the big missing piece that you see here I don't think it's terrible shorthand as a response. Tons of spending has been distribution right I think you're right that if we just say "pricier wires cheaper electrons" then it had an anti-wires flare that misses how we can pipe in cheaper power (that's assuming that I've got your meaning correct). https://www.eia.gov/todayinenergy/detail.phpid=63724 https://www.eia.gov/todayinenergy/detail.phpid=63724"  
[X Link](https://x.com/smithtjosh/status/1957883807606210825)  2025-08-19T19:14Z [----] followers, [---] engagements


"Gas is here to stay for a long time but you could give a nod to the nuclear optimism of late alongside the solar+battery potential. You should be able to pull the EIA data easily to demonstrate how much gas has killed coal and greened the electricity supply: https://open.substack.com/pub/poweringspaceshipearth/p/natural-gas-as-a-neglected-middler=1gwbr&utm_medium=ios https://open.substack.com/pub/poweringspaceshipearth/p/natural-gas-as-a-neglected-middler=1gwbr&utm_medium=ios"  
[X Link](https://x.com/smithtjosh/status/1958332925113770123)  2025-08-21T00:58Z [----] followers, [--] engagements


"Joel Link of Tenaska complains about the interconnection queue. Used to be [--] years. Today it can be 7-10"  
[X Link](https://x.com/smithtjosh/status/1968350349682725062)  2025-09-17T16:24Z [----] followers, [---] engagements


"If I heard that number correctly. But it's about what I heard in discussions of Logan City's troubles finding resources to replace a retiring coal asset that they have"  
[X Link](https://x.com/smithtjosh/status/1968350353231094240)  2025-09-17T16:24Z [----] followers, [--] engagements


"@JessePeltan Had a similar thought about New England NY should never have shut down Indian Point. https://freopp.org/whitepapers/autopsy-of-a-perfect-policy-failure-the-closure-of-indian-point/ https://freopp.org/whitepapers/autopsy-of-a-perfect-policy-failure-the-closure-of-indian-point/"  
[X Link](https://x.com/smithtjosh/status/1969099609411641369)  2025-09-19T18:01Z [----] followers, [--] engagements


"👀 "You had three coal plants that were moved from merchant operationswhere they were losing money and those losses were being borne by the shareholdersinto the regulated rate base in West Virginia. The Public Service Commission approved each of those three deals. That was a big driver of the large rate increases that we suffered during [----] and [----]. When were taking those plants that are obviously losing money from the shareholders the outcome isnt going to be any better. Its going to be better for the shareholders if you get rid of those plants and put them on the ratepayers. Now the"  
[X Link](https://x.com/smithtjosh/status/1973064896129716365)  2025-09-30T16:38Z [----] followers, [--] engagements


"The EIA wrote a love letter to Texas (all [----] data): - Texas used twice as much energy than the next highest consumer California. - Texass industrial sector alone consumed more energy than all the sectors in California combined - US total energy use peaked in [----] and between [----] and [----] Texass energy consumption increased 21% while U.S. energy use decreased 5% - The next two highest states California and Florida have declining or stagnant energy use across all sectors. - energy consumption in Texas was higher than in any other state for every sector - Texas also consumed more coal natural"  
[X Link](https://x.com/smithtjosh/status/1973708964509766082)  2025-10-02T11:17Z [----] followers, [---] engagements


"If you want the sleeper story here it's the pairing of both (1) population growth and (2) industrial growth. Why Folks sometimes complain that the Texas electricity market is unstable. But if you're bearish then you need to explain (1) what you know that major companies moving businesses to Texas are missing and (2) what all those people moving to Texas are missing. The industrial growth expected in Texas is a particularly strong vote of confidence in ERCOT"  
[X Link](https://x.com/smithtjosh/status/1973708967076585796)  2025-10-02T11:17Z [----] followers, [--] engagements


"Fight Club getting done dirty here cc: @williamirwin38"  
[X Link](https://x.com/smithtjosh/status/1973735772848283975)  2025-10-02T13:04Z [----] followers, [---] engagements


""I have to admit that Tylers anarchism and neo- primitive vision appeals to me but only because while watching the movie Iidentify with the bermenschian musclemen. In reality Iwouldnt succeed in stalking elk. More importantly this is an adolescent unthinking response. It lashes out at the man instead of taking individual responsibility." https://www.libertarianism.org/columns/free-market-fight-club https://www.libertarianism.org/columns/free-market-fight-club"  
[X Link](https://x.com/smithtjosh/status/1973735776203448650)  2025-10-02T13:04Z [----] followers, [--] engagements


"Isn't this self-correcting by creating profit opportunities for paying attention to these smaller firms We've had index funds for quite awhile. I don't see where this plays out in practice into a serious problem And the public outcry I see about stock performance etc seems to suggest we haven't lost much sense of ownership. That's my money being set on fire 😂"  
[X Link](https://x.com/smithtjosh/status/1974655033225711818)  2025-10-05T01:57Z [----] followers, [--] engagements


"October [----] Utah State University announced the arrival of a $2 million IBM computing system one of only [--] awarded nationwide. That's about $6 million today. Today is way better than the past"  
[X Link](https://x.com/smithtjosh/status/1977096653204341128)  2025-10-11T19:39Z [----] followers, [---] engagements


"I'm being the guy who comments before reading but. What a victory for markets over mandates here in LBNL's retail electricity pricing study. And optimism for load growth lowering prices"  
[X Link](https://x.com/smithtjosh/status/1978318095040368693)  2025-10-15T04:32Z [----] followers, [---] engagements


"For ERCOT folks I would love to see ERS become a new ancillary program that fixes problems like this. And maybe there are reasons for new ones. Clayton Greer has convinced me that ERS is otherwise a near-total failure. So basically no new money is needed. Just reallocate it into a pot to deal with new disruptions caused by new large loads or adapt ERS to fix these kinds of problems. PS - if you're a researcher interested in energy markets and want to look at ERS in more detail I would love to chat and do something with someone with more technical econometric skills"  
[X Link](https://x.com/smithtjosh/status/1902406639594172668)  2025-03-19T17:07Z [----] followers, [---] engagements


"ERCOT also moved the crypto folks (really just Bitcoin) into the CLR or Controllable Load Resource bin. That seems like a reasonable place for plenty of large loads to sit so that they don't disappear and cause the cascading risks Reuters points out. But you can imagine the initial reaction of the typical Bitcoiner when told they should (1) register and (2) the registration is for a program including the word "Controllable" in the title : ) The @TexasBlockchain supported the measure though And I think it's gone well from what I've heard. https://twitter.com/i/web/status/1902406641485803579"  
[X Link](https://x.com/smithtjosh/status/1902406641485803579)  2025-03-19T17:07Z [----] followers, [---] engagements


"@MichaelGiberso3 @Mario_A_Loyola @WSJopinion According to the EIA Texas is 11th cheapest. Florida is 35th cheapest. Unless I'm misreading it Average retail price FL: [-----] Average retail price TX: [-----] https://www.eia.gov/electricity/state/texas/ https://www.eia.gov/electricity/state/florida/ https://www.eia.gov/electricity/state/texas/ https://www.eia.gov/electricity/state/florida/"  
[X Link](https://x.com/smithtjosh/status/1915833466501140830)  2025-04-25T18:21Z [----] followers, [--] engagements


"Ask the anti-AI folks what they had for lunch (or if they have a Netflix account)"  
[X Link](https://x.com/smithtjosh/status/1983190297627771139)  2025-10-28T15:13Z [----] followers, [----] engagements


""I genuinely think photography should be illegal. The most obviously societally corroding invention maybe ever created. Just an instant tool of widespread distrust and mass psychosis." I genuinely think AI video should be illegal. The most obviously societally corroding invention maybe ever created. Just an instant tool of widespread distrust and mass psychosis. I genuinely think AI video should be illegal. The most obviously societally corroding invention maybe ever created. Just an instant tool of widespread distrust and mass psychosis"  
[X Link](https://x.com/smithtjosh/status/1985211882912014424)  2025-11-03T05:06Z [----] followers, [----] engagements


""Training costs vary relative to inference costs. Training consumes 40% of all energy AI models in America use. Adding this 40% figure to the total cost of a prompt each prompt costs [---] Wh rather than [---] Wh." I'm not taking a position on the debate but this gets something basic wrong. The training of AI is the crazy resource intensive part not answering queries. I'm not taking a position on the debate but this gets something basic wrong. The training of AI is the crazy resource intensive part not answering queries"  
[X Link](https://x.com/smithtjosh/status/1985534153237139555)  2025-11-04T02:26Z [----] followers, [---] engagements


"There are [--] test reactors in a DOE program. Several will be tested by July [--] [----]. Is your state ready to take advantage of this nuclear moment"  
[X Link](https://x.com/smithtjosh/status/1988008357668810909)  2025-11-10T22:18Z [----] followers, [---] engagements


"Some live ideas from both policy and industry: CRE SB132 in Utah (cousin bills in NH WV and OH) HB3970 in Texas Enchanted Rock's Bridge-to-Grid and going off grid https://www.offgridai.us/ https://www.offgridai.us/"  
[X Link](https://x.com/smithtjosh/status/1988834574416150955)  2025-11-13T05:01Z [----] followers, [---] engagements


"cc: @GideonOPowell / @ts_fisher It'd be interesting to actually see the Morgan Stanley note and commentary not just this reporting and commentary. https://finance.yahoo.com/news/morgan-stanley-sees-20-shortage-135922617.htmlguccounter=1 https://finance.yahoo.com/news/morgan-stanley-sees-20-shortage-135922617.htmlguccounter=1"  
[X Link](https://x.com/smithtjosh/status/1988834576265830561)  2025-11-13T05:01Z [----] followers, [---] engagements


"Perfect. No notes"  
[X Link](https://x.com/smithtjosh/status/1993077345197117650)  2025-11-24T22:00Z [----] followers, [--] engagements


"Keep your marriage together. Read the oped here: https://www.duluthnewstribune.com/opinion/columns/pro-con-embrace-data-centers-new-economic-foundations https://www.duluthnewstribune.com/opinion/columns/pro-con-embrace-data-centers-new-economic-foundations"  
[X Link](https://x.com/smithtjosh/status/1993077346736521562)  2025-11-24T22:00Z [----] followers, [--] engagements


"In this editorial the Tribune asks if @SpencerJCox knows that Trump has "undermined" renewable energy. They cite to a CNN article in which Gov. Cox is cited as criticizing exactly those actions As we watch with equal measures of hope and suspicion Coxs love affair with nuclear power bloom heres what Utah needs to see and hear writes The Salt Lake Tribune editorial board. https://t.co/Gz0TZoe81n As we watch with equal measures of hope and suspicion Coxs love affair with nuclear power bloom heres what Utah needs to see and hear writes The Salt Lake Tribune editorial board."  
[X Link](https://x.com/smithtjosh/status/1995737199078187225)  2025-12-02T06:10Z [----] followers, [----] engagements


"This editorial is absolutely trash. If you can get past that leading and embarrassing problem of misrepresenting Gov. Cox's responses on the solar farm then it'd still be hard to fit all the problems with it into a response piece. A sampling of the problems: - Negative polarization on nuclear because an R is in office - Confusing energy with weapons - Can't read the room - Ignorant of the dominant strain of environmentalism's opposition towards nuclear and so re-entrenches exactly those histories - Milquetoast and reluctant acknowledgement of nuclear's climate benefits - "What about the"  
[X Link](https://x.com/smithtjosh/status/1995737201477390651)  2025-12-02T06:10Z [----] followers, [--] engagements


"Here's the correction draft for you @sltrib: "In our November [--] editorial we incorrectly said that Governor Cox is unaware of renewable energy project cancellations by the Trump administration. We regret the error and would point readers to the CNN article we linked in the editorial. It includes a quotation from Governor Cox criticizing said renewable energy cancellations. We hope to do better at reading the reporting we rely on in the future.""  
[X Link](https://x.com/smithtjosh/status/1995737203243094383)  2025-12-02T06:10Z [----] followers, [--] engagements


"In large load tariff conversations there are too few mentions of: - Competition - Choice - Restructuring / divestiture In large part the worries about cost-shifting around new load and generation are the inevitable fault of poor legislative design. @ShanuMathew93 How many of them have proposed that new large loads be allowed to shop for electricity supply @ShanuMathew93 How many of them have proposed that new large loads be allowed to shop for electricity supply"  
[X Link](https://x.com/smithtjosh/status/1995765484944273815)  2025-12-02T08:02Z [----] followers, [----] engagements


"Well it's ok to get excited We should celebrate the innovation and opportunity here. There are [--] being tested in [---] days in Atomic City Idaho. July [--] [----]. This used to be what DOE did. To put it in more poetic terms it is the nuclear development that America used to do Agreed however it's good not to put all of your eggs in one basket. A networked system with diverse resources is worthwhile"  
[X Link](https://x.com/smithtjosh/status/1996326932989034519)  2025-12-03T21:13Z [----] followers, [---] engagements


"I will eventually get around to writing a long list of nice things about Tim Gregory's Going Nuclear book. Until then here are a few selections:"  
[X Link](https://x.com/smithtjosh/status/1998488883315748989)  2025-12-09T20:24Z [----] followers, [--] engagements


"It's a fun read a good Christmas gift for wonks and teens that want to save the world"  
[X Link](https://x.com/smithtjosh/status/1998488885303910511)  2025-12-09T20:24Z [----] followers, [--] engagements


"With their record this means data centers will lower emissions. Regulation of AI data centers is common sense from both climate and economic perspectives We're proud to speak out for a moratorium on new data centers. https://t.co/BPhF85fnk9 Regulation of AI data centers is common sense from both climate and economic perspectives We're proud to speak out for a moratorium on new data centers. https://t.co/BPhF85fnk9"  
[X Link](https://x.com/smithtjosh/status/1998796085863788687)  2025-12-10T16:44Z [----] followers, [---] engagements


"If you combine prudent budgeting and management then you can see huge benefits from data centers. The recent LBNL report's analysis showed load growth was likely driving down rates but the public conversation mixes this up all the time. https://www.governing.com/infrastructure/why-we-should-learn-to-love-data-centers https://www.governing.com/infrastructure/why-we-should-learn-to-love-data-centers"  
[X Link](https://x.com/smithtjosh/status/2000998528324395155)  2025-12-16T18:36Z [----] followers, [---] engagements


"FWIW the barriers to supply should be central in state responses to data centers. Make sure that new suppliers can come to market It's also something that the LBNL authors pointed out about PJM and data centers"  
[X Link](https://x.com/smithtjosh/status/2000998531566592271)  2025-12-16T18:36Z [----] followers, [--] engagements


"Finally if you want to protect consumers then you really should also be taking pieces of advice like this from Travis to insulate them from the inherent uncertainty in load growth: https://x.com/TKavulla/status/2000741277801849089 The simple solution of the supply of power to data centers Regulated utilities should not even be in that business: https://t.co/o1KXMxP7DS https://x.com/TKavulla/status/2000741277801849089 The simple solution of the supply of power to data centers Regulated utilities should not even be in that business: https://t.co/o1KXMxP7DS"  
[X Link](https://x.com/smithtjosh/status/2000998532963324201)  2025-12-16T18:36Z [----] followers, [--] engagements


"@QuetzalThoughts Your fears were misplaced. Worse they are the kind of high-status signaling that is boring"  
[X Link](https://x.com/smithtjosh/status/2001369113118282204)  2025-12-17T19:09Z [----] followers, [--] engagements


"@fredstaffordcs Plenty of folks dislike utilities cost of service regulation and think capacity markets are bad policy. You got plenty of this from R Street. Then the folks at @DER_Task_Force have done a bunch on wanting full strength prices"  
[X Link](https://x.com/smithtjosh/status/2002845514791092468)  2025-12-21T20:55Z [----] followers, [--] engagements


"@fredstaffordcs @DER_Task_Force Consider as well that monopolies have been paying high prices for capacity for a long time (but I haven't pulled numbers to check if this holds for the most recent auction). https://www.rstreet.org/commentary/pjm-capacity-auction-reveals-market-advantages-and-room-for-improvement/ https://www.rstreet.org/commentary/pjm-capacity-auction-reveals-market-advantages-and-room-for-improvement/"  
[X Link](https://x.com/smithtjosh/status/2002846101750296990)  2025-12-21T20:58Z [----] followers, [--] engagements


"Are you finding much of interest Kahn has me well-convinced here. But it's also clearly popular among corners of the policy conversation. It smells at times like the kind of topic that is too heterodox to be respected by the consensus folks. I think of it as a folk economics fascination. I've rarely met a practitioner who doesn't appreciate the design. FT recently ran a really bad oped by a solar guy about why paying the clearing price is bad (in his UK-inspired story because it means that gas sets a higher price that they all make). Yet in the US I've mainly seen fossil interests want to"  
[X Link](https://x.com/smithtjosh/status/2002955655586701476)  2025-12-22T04:13Z [----] followers, [---] engagements


"I did not expect the overlap. Incredible pairing"  
[X Link](https://x.com/smithtjosh/status/2007302164125991386)  2026-01-03T04:05Z [----] followers, [---] engagements


"I'm legitimately surprised that I can't find any mentions of Jacobs in Mokyr's work. Some choice bits of Jacobs: "In short economic development no matter when or where it occurs is profoundly subversive of the status quo.""  
[X Link](https://x.com/smithtjosh/status/2007302168592953366)  2026-01-03T04:05Z [----] followers, [--] engagements


""Routine occupational doses will always be greater than or equal to those received by the surrounding public. Yet according to Idaho National Laboratory even most of the closely monitored US nuclear workers receive no measurable annual dose and those who do receive a dose average equal to only [--] percent of the occupational limit. By the simple physical reality that the public stands at a greater distance beyond the physical barriers of nuclear facilities and is exposed to radioactive materials that first undergo environmental dilution its members cannot receive more radiation than the nuclear"  
[X Link](https://x.com/smithtjosh/status/2008238531798593836)  2026-01-05T18:05Z [----] followers, [--] engagements


"See Adam's breakdown here: https://x.com/Dr_A_Stein/status/2007166037968695616 In nuclear safety we spend too much time chasing statistical ghostsdeploying studies that cannot resolve risk instead of governing the risks that actually matter. Today @BulletinAtomic published my article with @PeterJamesSeel on this exact problem. https://t.co/NRdY4Vu18P https://x.com/Dr_A_Stein/status/2007166037968695616 In nuclear safety we spend too much time chasing statistical ghostsdeploying studies that cannot resolve risk instead of governing the risks that actually matter. Today @BulletinAtomic published"  
[X Link](https://x.com/smithtjosh/status/2008238653089468853)  2026-01-05T18:06Z [----] followers, [--] engagements


".@AlexEpstein says demand from AI and datacenters will likely lower the cost of energy: "New demand does not inherently increase electric prices. In fact usually it decreases electricity prices because you have relatively the same amount of capital spending spread out over more https://t.co/azef0Mqr68 .@AlexEpstein says demand from AI and datacenters will likely lower the cost of energy: "New demand does not inherently increase electric prices. In fact usually it decreases electricity prices because you have relatively the same amount of capital spending spread out over more"  
[X Link](https://x.com/smithtjosh/status/2008713812103622900)  2026-01-07T01:34Z [----] followers, [----] engagements


"Last year's Utility Dive is today's TBPN https://www.utilitydive.com/news/ai-data-centers-colocation-grid-reliability-interconnection-texas/745176/ https://www.utilitydive.com/news/ai-data-centers-colocation-grid-reliability-interconnection-texas/745176/"  
[X Link](https://x.com/smithtjosh/status/2008713814196580717)  2026-01-07T01:34Z [----] followers, [---] engagements


"If you are worried about the impact of data centers on grandma's electricity bill then you should be working on: - retail choice so large loads don't socialize costs through monopoly utilities and are allowed to bring their own power - permitting reform to make building more supply or transmission cheaper and faster - encouraging experiments with flexibility and novel interconnection structures - nuclear reforms to get us back to the American tradition of building nuclear swiftly safely and cheaply - capacity market reforms to better inform entrepreneurs about where new supply is most"  
[X Link](https://x.com/smithtjosh/status/2010098000136417657)  2026-01-10T21:14Z [----] followers, [---] engagements


"Buyers and sellers should be free to buy and sell. Electricity policy has all sorts of complications. But this particular issue comes down to that simple idea. RTOs should be robust and antifragile markets that affordably and reliably meet demand. They should not be about gathering permission slips. Saying we have to make electricity markets even less like other markets is shortsighted and counterproductive. It will hurt consumers We will not be better able to build new generation nor make electricity affordable if we require these kinds of additonality elements before building new load."  
[X Link](https://x.com/smithtjosh/status/2010098007375786356)  2026-01-10T21:14Z [----] followers, [--] engagements


"Agreed for the most part. I wouldn't fully agree that monopoly utilities should absolutely not be involved in the data center market. But I am sympathetic to the idea because it is an easy and effective way to protect customers. Our history of load growth predictions leading to overinvestment by utilities + customers picking up the bill should make every PUC more than cautious. It should make every PUC push their state legislature for retail choice options I do think my affection for the market is not fully shared by Xiao but he can speak for himself Haha"  
[X Link](https://x.com/smithtjosh/status/2010128795152629776)  2026-01-10T23:17Z [----] followers, [--] engagements


"An interesting component of this is going to be the grid upgrade costs. RRI the initiative speedrunning gas and the TMI restart costs $3B in grid system upgrades. Also those upgrades take several years. So if we give priority interconnection for a bunch of new generation is likely to cost as much or more. Yes Unfortunately the article is paywalled but the details of this are going to be fascinating including what authority is being used to force loads and prospective generators to participate. I foresee big expensive risk premiums . . . Unfortunately the article is paywalled but the details"  
[X Link](https://x.com/smithtjosh/status/2012003722751328708)  2026-01-16T03:27Z [----] followers, [---] engagements


"It's worth rereading this in light of the White House and bipartisan Govs announcement today. Anyways I remain unconvinced that having some bureaucrats sit in a room and try to decide the right "number" for an industry that may be either a heads or tails proposition in the study period is the right way to do things. Anyways I remain unconvinced that having some bureaucrats sit in a room and try to decide the right "number" for an industry that may be either a heads or tails proposition in the study period is the right way to do things"  
[X Link](https://x.com/smithtjosh/status/2012211385837539750)  2026-01-16T17:12Z [----] followers, [---] engagements


"What about the energy folks Hmmm. https://x.com/ShanuMathew93/status/2012062395078779325 CreditSights analysis: utilities have [---] GW of firm data center connections committed (not counting pipeline) vs [--] GW net demand growth forecast by [----]. Roughly 2x projected need. Gas futures curve is also downward sloping. Energy sector doesn't appear to be betting on a https://t.co/1XuNJbW8O8 https://x.com/ShanuMathew93/status/2012062395078779325 CreditSights analysis: utilities have [---] GW of firm data center connections committed (not counting pipeline) vs [--] GW net demand growth forecast by 2030."  
[X Link](https://x.com/smithtjosh/status/2012245119735590938)  2026-01-16T19:26Z [----] followers, [---] engagements


"Yeah. Kleit and Aagaard are only looking at pre-load growth era. Historically PJM did worse at predicting actual needs than NYISO. Certainly not a guarantee of future performance. But on that front none of the capacity markets did a good job And there's still a lot of uncertainty in the other energy markets about where it's real. https://twitter.com/i/web/status/2012593083926688051 https://twitter.com/i/web/status/2012593083926688051"  
[X Link](https://x.com/smithtjosh/status/2012593083926688051)  2026-01-17T18:29Z [----] followers, [--] engagements


"Arizona has nine SMR and nuclear bills up for consideration State policy rocks. You can do in [--] weeks what takes [--] years at the federal level"  
[X Link](https://x.com/smithtjosh/status/2012980037520367950)  2026-01-18T20:06Z [----] followers, [----] engagements


"Lots of good ideas to remove vetocracy: - Exempt SMRs from environmental review if they're co-located with industrial users - Preempt local zoning with limitations - Exempt co-located SMRs from certain siting review requirements - Starts study processes for the effects of SMRs on Arizona - Starts a study process to find mining opportunities related to nuclear fuel supply https://twitter.com/i/web/status/2012980041911848979 https://twitter.com/i/web/status/2012980041911848979"  
[X Link](https://x.com/smithtjosh/status/2012980041911848979)  2026-01-18T20:06Z [----] followers, [--] engagements


"Thanks to @sarahalicerosa for helping put together a list of state-level options to lay the groundwork for a nuclear future. @sarahalicerosa @smithtjosh https://t.co/mKor7cJ4dr @sarahalicerosa @smithtjosh https://t.co/mKor7cJ4dr"  
[X Link](https://x.com/smithtjosh/status/2013666935922139527)  2026-01-20T17:36Z [----] followers, [---] engagements


"The low-hanging fruit has been to include nuclear as a clean energy source in state clean energy mandates but. If you're an advocate for a nuclear future then you should be co-opting that momentum into real meaningful reforms. That means streamlining permits and removing veto points. https://twitter.com/i/web/status/2013666938577396151 https://twitter.com/i/web/status/2013666938577396151"  
[X Link](https://x.com/smithtjosh/status/2013666938577396151)  2026-01-20T17:36Z [----] followers, [--] engagements


"When utilities do completely normal things now like issue conservation requests on peak days data centers are getting blamed. Feels like being the one guy in Salem that wasn't into the witch hunts. There are these weird folk theories of data centers developing where people have "heard stories" of towns being abandoned bc they suck the water dry. Feels like a pre-telegraph way of thinking like you hear rumors of something bad far away and the rumors spread around your town. https://t.co/C9BPRbK5Rf There are these weird folk theories of data centers developing where people have "heard stories""  
[X Link](https://x.com/smithtjosh/status/2013685648415486430)  2026-01-20T18:50Z [----] followers, [---] engagements


"Every dollar given every media mention every bit of attention the anti-data center folks get would be better spent fighting the corn ethanol mandate"  
[X Link](https://x.com/smithtjosh/status/2013687472232780118)  2026-01-20T18:58Z [----] followers, [---] engagements


"@SlBrandin Give me a world of both"  
[X Link](https://x.com/smithtjosh/status/2014020711707234727)  2026-01-21T17:02Z [----] followers, [--] engagements


"Make me like Mike @MichaelGiberso3 is in my email inbox noting that @axios updated their chart to a 1% increase after adjusting for inflation because of his fact check 👀 https://t.co/qNmGA0R3Gu 👀 https://t.co/qNmGA0R3Gu"  
[X Link](https://x.com/smithtjosh/status/2014034885342810498)  2026-01-21T17:58Z [----] followers, [---] engagements


"1 in [--] planned data centers will have 100% onsite gen by [----] according to the report. In April [----] that was only [--] in [---] planned data centers. Texas is poised to become the largest home for data centers in the country within the next three years as artificial intelligence continues to boom according to a report published Tuesday. https://t.co/btbgxgCo14 Texas is poised to become the largest home for data centers in the country within the next three years as artificial intelligence continues to boom according to a report published Tuesday. https://t.co/btbgxgCo14"  
[X Link](https://x.com/smithtjosh/status/2015235735046250942)  2026-01-25T01:30Z [----] followers, [---] engagements


"I'm sympathetic to this concern about [--] regulators. But in a situation where the [--] regulator has helped kill nuclear it's more a grant of clemency than death by a thousand cuts. And there's a great deal that states will do together. As Utah has been doing with its neighbors and through the WGA's energy initiative this year. A great deal of standardization will also happen if and when we get successful advanced reactors. States adopt good ideas from each other all the time. https://twitter.com/i/web/status/2016004040250032181 https://twitter.com/i/web/status/2016004040250032181"  
[X Link](https://x.com/smithtjosh/status/2016004040250032181)  2026-01-27T04:23Z [----] followers, [---] engagements


"Am I right that it is effectively anticompetitive to charge only non-spinning gens for frequency control services Or is that common practice and accepted (Maybe that's also not what Xiao is suggesting.) Everyone benefits from frequency control and ancillary services. I'm not sure it makes sense to tag new entrants to the market with the cost https://twitter.com/i/web/status/2017634564802547874 https://twitter.com/i/web/status/2017634564802547874"  
[X Link](https://x.com/smithtjosh/status/2017634564802547874)  2026-01-31T16:22Z [----] followers, [--] engagements


"@notesonwriters @akoustov @timurkuran Buy the book and find out"  
[X Link](https://x.com/smithtjosh/status/2018020259685703754)  2026-02-01T17:54Z [----] followers, [--] engagements


"Three key points: 1) Grid governance should move further towards energy-only systems. 2) The right governance for the grid is tech-neutral. 3) Capacity markets are cures worse than the disease"  
[X Link](https://x.com/smithtjosh/status/1809296441590116677)  2024-07-05T18:41Z [----] followers, [----] engagements


"RT @MichaelGiberso3: You see folks blaming RTOs for high electricity prices and proposing a return to traditionally rare-regulated monopoli"  
[X Link](https://x.com/smithtjosh/status/2018852109555536265)  2026-02-04T01:00Z [----] followers, [--] engagements


"RT @Allinallnotbad: Big potential win for Indiana here. NRC requirements provide more than enough safety for nuclear facilities"  
[X Link](https://x.com/smithtjosh/status/2019223311495176578)  2026-02-05T01:35Z [----] followers, [--] engagements


"RT @BryceTheNoble: "Ultimately data centers are not a burden but a critical engine of prosperity. States that modernize their regulatory f"  
[X Link](https://x.com/smithtjosh/status/2019450782051962993)  2026-02-05T16:39Z [----] followers, [--] engagements

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