Neel Somani
@neelsomani
ML research & energy markets. Prev: Founder of Eclipse, QR at Citadel. Proud Cal Bear. Read my primer:
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My former employer Citadel saw my free content on the power industry.
They sent me a cease and desist to take it down.
But I'm leaving it up. It's all based on publicly available information, and it's becoming increasingly important for everyone to understand power markets.
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I'm a former Citadel quant who covered power & gas.
There's constant talk about chips & memory, but power is the central bottleneck for AI.
Very few people understand it, so I'm posting a canonical primer on power pricing & data centers:
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