selected takes: - texas paused data center development for generally good reasons - some developers are behaving badly/not transparently; it's also a nightmare for grid operators - texas has a some ideas on how to accelerate interconnection - behind the meter is real and not going away, but every campus will eventually connect to the grid - lots of opportunity for OEMs, but worth being careful not to get caught in boom/bust cycle - flexibility help make existing infra more efficient, but we still need more wires/gen. near term, i'm bullish gas, solar, and batteries - it would be great to have AI companies pay for grid upgrades that we need anyway. generational opportunity to prepare for an abundant future without spreading costs across ratepayers or playing catch up later - everything about this is complicated and will take a broad consensus to truly unlock rapid deployment