Andrew and I sit down for a fun conversation while overlooking the San Francisco Bay. There are a few sound/wind issues with my mic (mostly towards the end), but hopefully nothing too disruptive.

We focus a lot on energy, but touch on a number of interesting ideas from the edge, including:

• The declining cost of solar and batteries
• The commodification of solar and Bitcoin miners
• The interconnection process in ERCOT
• Opening new markets as the cost of solar continues to decline
• Bitcoin Mining vs. AI compute markets (price and uptime are two major factors)
• Reforming legacy power markets vs building new ones with microgrids (micromarkets enable microgrids)
• What a power market does: 1) match supply and demand to create price at each node and 2) serve as clearing house
• Nostr as the communication protocol for decentralized energy markets?
• Pirates once ruled the world because they were free to experience different modes of life. Do they still?
• Andrew’s vagabond/pirate ethos and lifestyle experiments
• Andrew’s other business idea: a tech enabled private military as an insurance company
• How does humanity evolve into the hivemind?
• Patience as the ultimate virtue

Andrew is the co-founder of Satoshi Energy