John Collison

speaker

6,048 appearances 22 recordings 1 series first heard Jun 2025 last heard 5 Feb

John Collison’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Oct 2025 with 5.

Appearances

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Cheeky Pint · Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea · 28 Oct 2025 podcast

I think people don't realize this, but um one of the easiest ways to bring new uh power online, if you're building an AI data center, for example, is you get an uh industrial gas turbine, which is basically pretty similar to a jet engine. voice-verified

In your vision of the world, shouldn't those data centers be powered by solar arrays and batteries? voice-verified

And why that isn't happening yet, the best of my knowledge. voice-verified

Why not? voice-verified

crust of the uh as I think about kind of the Casey worldview, it is you're a solar maximalist and you think that people have not internalized the cost improvements and the learning rate of solar enough and realize just how radically different uh the world will be as a result. voice-verified

And you're building Terraform as one kind of bet on this, but you think just more broadly speaking, people should fully update their worldviews that sort of voice-verified

Solar is gonna beat out everything. voice-verified

And then you're also a techno hardware optimist that you think we should just be doing more hard things. voice-verified

We should be willing to uh make improvements. voice-verified

People should start hardware companies. voice-verified

Is that a good summary of your worldview? voice-verified

What is the rate of voice-verified

the objection people make to this line of argumentation is they say panels are a pretty small component of the overall installed cost. voice-verified

And so costs are not improving that quickly anymore. voice-verified

And you think in a way solar power will get much um simpler and uh dumber. voice-verified

Where, you know, for example, people used to optimize solar power by having movable panels that track the sun. voice-verified

And again, what happened as the panels became cheaper is just put more of them down, don't bother having them follow the sun, and yeah, it costs a little bit more in the panel cost, but you save all that money in the super advanced hardware. voice-verified

And you think we have further voice-verified

to go in making the panels simpler. voice-verified

Um like how far does that go? voice-verified

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