
Building the @breakthrough Fellows program. Materials Science PhD & Electrical Eng @NCState, MBA @ChicagoBooth. šøšŖšŗšø
Washington, D.C.
Joined June 2009
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Ben Gaddy retweeted
We launched with @ycombinator last week, but I had a feeling that last night might turn out the way it did. Which is why now is the perfect time to share with the world what weāre doing.
Ben Gaddy retweeted
tremendous work by Jack on permitting timelines so here is a controversial thread on BAAJA so yall go read it.
stop asking people to model this bill. why? bc we donāt agree on the:
1 assumptions
2 level of granularity (spatial or temporal)
3) scope (US vs global GHG) &
4) costs
Replying to @AndreasenJack
What we find is that within these archetypes, we see a potential savings of up to 96 months (8 years!) for transmission lines and multiple years' worth of savings across the board, disproportionately reducing timelines for clean energy projects
Ben Gaddy retweeted
We learned to weld before we learned to program, learned to drive on tractors, and prefer a stick shift to Autopilot.
At AtmosZero, we build atoms, not bits. Real machines with generational impact.
And weāre hiring. Come build with us in Colorado.
atmoszero.energy
Ben Gaddy retweeted
Incredibly excited to co-lead the @EmeraldAi_
Series A with @EnergizeCapital!
Making data centers an asset for the grid, rather than a liability.
At scale, this will unlock 100GW+ and $4T of IT spend--massive wins for business and for the climate.
How do they do it? With heavy compute and cutting edge AI, of course! :) Huge congrats to @vsiv and the whole team!
Ben Gaddy retweeted
āEuropeans also all seem to think dryers destroy clothes ā if thatās the case, why arenāt Americans naked all the time? Meanwhile, the best dryers donāt actually come from the US anymore, but from Korea ā perhaps Samsung and LG need to fund a public education campaign.ā
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While US leftists fight for a human right to AC, French leftists dismiss AC as right-wing. No matter how annoying our left can be, it's so much better than the European left. joshbarro.com/p/europe-needsā¦
This is the coolest promo gear Iāve ever gotten!
Super excited to have @spacecadet backing our @Breakthrough Fellows company @Arinna_Inc with @KooshaNazif at the helm!
Ben Gaddy retweeted
Charts are the primary means of materials scientists to communicate their findings, but multimodal AI models read them poorly. To this end, I've created a benchmark of electrochem and battery-related charts: MatSciChartQ, with 17,000 images and 122,000+ questions and answers.
Hereās a case where copilot is both lazy (didnāt actually inspect the full file, do any analysis) and willing to hallucinate/lie.
Terrible combination for the user and broader trust in LLMs!
Saw this myself asking copilot to create a calendar event from an email. It extracted the details. āOk, event created.ā Obviously, no event on the calendar. āThatās on me. I apologize, I canāt actually create events.ā
This was an amazing and incredibly damning experiment using Microsoft Copilot, by @adamjkucharski kucharski.substack.com/p/reaā¦
Ben Gaddy retweeted
Replying to @RicOConnell8
I donāt think itās right to use Fervo as an example here as itās pretty well documented how pivotal early support was from philanthropically backed institutions, like Stanford Climate Ventures, TomKat and Activate, to getting Fervo launched.
Ben Gaddy retweeted
The big unlock for me was to learn to see work as systems. Once you start breaking messy, bespoke tasks into components, you realize a huge chunk of knowledge work can be programmable. Not in the "build an app" traditional sense. More so in the sense that reading research, extracting a writing style, replicating the logic of a spreadsheet layout... these all have structure or patterns you can translate into code. Most people never saw it as that because code always felt like some esoteric tech thing that only software engineers touched.
That's the big paradigm shift. I.e., you stop thinking about code as a technical skill and start thinking about it as a way of seeing work. Every workflow you now launch at work becomes a question of inputs, logic, data, and outputs. Every repeatable task becomes a candidate for automation. And... once you're in that mode, you can't turn it off. You find leverage everywhere - probably some foolish & unproductive endeavors, but you only learn by doing.
That's also why I think people still underestimate the potential upside on demand. Most companies sit on massive backlogs of work that never got automated. Engineering was too scarce or too expensive or the ROI looked wasn't worth it or the problem touched too much unstructured data or systems to solve cleanly. Pick whatever excuse.
AI changes the calculus on all of those simultaneously. The people who can see work this way will translate it into systems.
As the cost of building and intelligence keeps falling, more of these projects clear the hurdle (aka the ROIC math gets better). This expands cumulative technical demand in the long run vs. compressing it. Now you start to see the blue sky thinking emerge...
I think everyone is substantially underestimating the total demand for software and automation in areas that donāt feel like āsoftwareā. Not talking about software thatās another app on your phone.
Software that just automates things for companies all day long. Most companies have not been able to bring automation to most areas of work because itās been too complex or costly to do so. Outside of tech or maybe large banks, companies donāt have an unlimited supply of engineers. They have to ration resources very selectively, which means most things donāt get funded.
Further, there are many projects that never got done simply because the technology wasnāt there to solve the problem. Basically anything even remotely touching unstructured data was impossible to automate before AI, or connecting data flows between systems that deal with significant variability, for instance.
This is where all the new software and automation will be applied. It will be in CPG and retail connecting marketing stacks. Pharma research is about to explode because we can automate far more tests and simulations. Bankers and investors are going to run 10X the amount of analyses on every scenario. Healthcare providers will bring automation to the every step of the process.
Now that agents bring down the cost of doing this work, and because many parts of it are now possible, companies will light these projects up. This is why there demand will continue for anyone technical enough to execute this work, and why the jobs arguments will be wrong.
Ben Gaddy retweeted
The VC Flight to āDeep Techā is almost certainly the wrong move for you Mr. Lazy-Narrative VC
Ben Gaddy retweeted
It appears we are nearing the end of the climate investing cycle. Money is chasing AI. Governments are pulling back on policy. Major VCs are pulling back and pivoting to the new thing. This is not new. Itās my second or third cycle depending on how you count them. Different names. greentech, cleantech, climatetech. Same games. Itās what capital does.
Meanwhile, through those cycles weāve completely reinvented electricity generation and storage. Solar and batteries dominate global capacity additions. We break records every day for renewables production. Tesla, venture funded in the last wave, is one of the most valuable companies on earth. Selling EVs and batteries. There are many billion+ dollar publicly traded companies built during these waves.
Itāll be back. With a different name. Same game. But it doesnāt matter. The transition is now inevitable. And incredible businesses will be founded and built during and between waves.
Iām not going anywhere. I fucking love it.
Tough day for Big Solenoid!
Ben Gaddy retweeted
another German investment, another 6 hours of a notary reading every single word of all the documents out loud to each party to the transaction after weāve all agreed on the docs
Someone at least explain why they didnāt rename @nrel Rockies National Lab (RNL)! Rolls off the tongue way better than NLR and matches all the others (Oak Ridge, Berkeley, Sandia, etc)
Ben Gaddy retweeted
I have a @nytimes op-ed today on managing power demand growth w/out driving up rates. Central point: load growth is an opportunity to *offset* upward pressure on rates, if we plan the system to make fuller use of infrastructure weāve already paid for.
Pretty cool to see MOFs get the Nobel! Even cooler to see reference to Numatās gas storage and one of Farhaās structures
Through the development of metalāorganic frameworks, 2025 chemistry laureates Susumu Kitagawa, Richard Robson and Omar Yaghi have provided chemists with new opportunities for solving some of the challenges we face.
Following the laureatesā groundbreaking discoveries, researchers have created numerous different and functional metalāorganic frameworks (MOF). So far, in most cases, the materials have only been used on a small scale. To harness the benefits of MOF materials for humanity, many companies are now investing in their mass production and commercialisation. Some have succeeded. For example, the electronics industry can now use MOF materials to contain some of the toxic gases required to produce semiconductors. Another MOF can instead break down harmful gases, including some that can be used as chemical weapons. Numerous companies are also testing materials that can capture carbon dioxide from factories and power stations, to reduce greenhouse gas emissions.
Some researchers believe that metalāorganic frameworks have such huge potential that they will be the material of the twenty-first century.
#NobelPrize
Ben Gaddy retweeted
Since this Climeworks story is now ripping through socials, it's a good time for a little thread on the piece
Early responses have all been dunking on DAC, but this is bigger than one technology
What does the piece get right, what does it get wrongš§µ
heimildin.is/grein/24581/cliā¦
Ben Gaddy retweeted
Verne, an ARPA-E funded project, recently set a world record for cryo-compressed hydrogen storage, demonstrating a densification pathway that is 50% more efficient than the current top technology at @Livermore_Lab.
Stay tuned for more #ARPAE25 projects.
bit.ly/3YpkUwp

































