Max Tuttman
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maxtuttman.bsky.social
Max Tuttman
@maxtuttman.bsky.social
480 followers 350 following 82 posts
Cleantech 1.0 survivor now helping others survive climate tech at The Ad Hoc Group | Proud Bostonian stuck in DC
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maxtuttman.bsky.social
Chaos in the streets here in DC
August 12, 2025 at 10:37 PM
maxtuttman.bsky.social
Looks like the new ChatGPT was trained by this guy
August 7, 2025 at 9:01 PM
maxtuttman.bsky.social
Folks seem to be running with the post despite the actual quote being quite mundane. www.investing.com/news/transcr...
I want to spend some time providing some higher level thoughts on what we’re seeing in the market and what it means for Constellation’s data economy strategy. The short story here is that we’re seeing a very, very favorable environment. The business updates from the big tech companies where they’ve essentially doubled down on their capital and growth strategies reinforces Constellation’s overall strategic plan, the importance of America’s nuclear energy to meet the coming demand and the strong logic of the Calpine acquisition. While we think there are some out there who overstated the amount of new demand for their own reasons, we’re confident that the demand could be met and that the markets will respond with demand response and new generation as needed. But importantly, even a more rational view of new demand will give us ample opportunity to support both in front of and behind the meter data center development at significant scale.
May 6, 2025 at 4:47 PM
maxtuttman.bsky.social
I, uh, probably wouldn’t make that call
February 19, 2025 at 11:24 PM
maxtuttman.bsky.social
December 17, 2024 at 7:40 PM
maxtuttman.bsky.social
*Taps sign*
December 12, 2024 at 8:41 PM
maxtuttman.bsky.social
November 21, 2024 at 1:28 PM
maxtuttman.bsky.social
Not anti-CCS per se, but I think we all recognize that in the power sector, this is less than ideal (this is old and uses pre-IRA 45Q values)
November 20, 2024 at 2:00 AM
maxtuttman.bsky.social
November 17, 2024 at 7:15 PM
maxtuttman.bsky.social
For energy/power decoupled LDES, this was always my mental model (where the step change in value is caused by replacing or deferring other assets that would otherwise be needed for reliability)
November 15, 2024 at 1:29 PM