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) serves 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 

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