
Native America Calling - Tuesday, March 4, 2025 – What to watch: From Dark Winds to Sugarcane

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ERCOT expects peak demand to hit 150 GW by 2030. Here’s what Texas needs to do to manage that load.
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Welcome back to The Mining Pod! Today, Haley Thomson, director of energy trading at Luxor Technologies, joins us to dive deep into ERCOT's unique energy market and how Texas plans to manage the incoming wave of AI and HPC data center demand. We explore battery storage solutions, creative power generation approaches, and why Texas has become the epicenter of both crypto mining and AI computing infrastructure.
Notes:
• ERCOT expects 150GW peak demand by 2030
• ERCOT current peak load is 84GW (2024)
• 6GW of data center demand expected next year
• 24GW solar deployment planned 2024-2025
• 13GW storage deployment planned 2024-2025
• $40B worth of nat gas plants proposed
Timestamps:
00:00 Start
02:02 ERCOT's surging power demand
05:37 2023 power price spikes
10:42 ERCOT energy storage plans
17:58 Does storage help AI data center demand?
24:02 Baseload buildout trailing demand
30:01 PGM vs energy only
36:33 Creative energy work arounds
39:16 Does off grid power scale?
40:19 Types of AI power demand
45:35 Hyperscalers buying mining sites
48:40 Wrap up
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Ayush Agarwal is a techy trying to code his way out of things. He graduated with a degree in Computer Science, but more importantly, he discovered entrepreneurship in college, inspired by his successful classmates. He spent years gathering experience in different startup verticals, including fintech. But outside of tech, he loves to play badminton, cricket, and hangout with friends. He is also big into Chess, which he mentioned enjoying Chess.com, as well as our recent interview with their CTO, Josh Levine.
When Ayush met his now co-founder, they started to think through businesses and how much goes into setting up payments, taxes, etc. They started to dream about building this layer of payments, to enable builders to send and receive global payments easily, so they can focus on their core competencies.
This is the creation story of Dodo Payments.
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Trump returns to Congress, pushing for expanded executive power—while some Democrats protest. Pacific Palisades debates new affordable housing, but not everyone’s on board. More tech layoffs hit HP and Autodesk as companies brace for uncertainty. And Kroger’s CEO resigns after an ethics investigation, leaving the company at a crossroads.
In an effort to bring Ukraine to the negotiating table, America has paused military help to the war-torn country. What will this mean on the ground? Our correspondent explores a new cryptocurrency craze, visiting Turkey’s bazaars to meet people trading goods using stablecoins (9:43). And why the Louvre is staging its first fashion gala (16:00).
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Runtime: 22 min
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