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In succeeding as his father, I’ve failed him as a citizen.

My son Conor recently turned 14. When he was younger, I’d felt a low-lying dread about what it would mean to be the father of a teenager. I knew that he’d one day engage in the same rituals that I once had: the eye rolling, the whatever, Dads, the prizing of friends over family. And though all of this is now happening, I recognize it for what it is. None of it offends me, because at his core, he’s the same carefree kid he’s always been.
Of course, much is different, and in some ways worse, for him now than it was when I turned 14.
A wave of studies now show that teenagers are sadder and more anxious than they’ve ever been — even in times of war or Watergate or Limp Bizkit. New technology is the crisis’ obvious driver; as The New York Times recently wrote, the decline in teen mental health has coincided neatly with “the introduction of the iPhone (in 2007) and the rise of selfie culture (around 2012).”
But if smartphones and social media are a leading cause of adolescent stress, the threat of climate change would seem a logical runner-up. As recently noted in National Geographic, over half of respondents to a 2021 Lancet study of children and young adults believed that “humanity is doomed” — and a similar number “said concerns about the state of the planet were interfering with their sleep, their ability to study, to play, and to have fun.”
In Conor’s 14 years of living on America’s East Coast, he’s experienced both Superstorm Sandy and Hurricane Ida’s floods — with each in their time described as a once-in-centuries event. And though he’s so far avoided the sadness that social media can bring, I’ve lately been wondering what he makes of our troubled Earth. Has this winter — in which January was nearly 10 degrees above normal — unnerved him as it has me? He’s a pleasantly average kid, a lover of baseball and Fortnite and hanging out with friends. I know what the Greta Thunbergs of the world make of climate change. But what about the kid who I eat dinner with every night? I was embarrassed not to know. So I asked him if we could talk about it, fearing that I’d uncover a well of anxiety.
We sat on a couch in our basement, where he normally plays video games — and where, during the Ida downpour in 2021, my wife and I had frantically plugged holes in the wall to keep water from pouring in. He seemed a little confused as to why I wanted to discuss climate change; this was not a normal part of our evening routine.
“So is climate change something that you ever think about?” I asked as we settled in. “Is it something you’re conscious of?”
“It’s not really something that I think about, like, constantly,” he said. I didn’t know if this meant that he thought about it occasionally — that he had to force it from his mind — so I asked him about the mild winter. When people blamed climate change for something currently happening, did it give him pause? After all, our hotter predicted future has undoubtedly arrived. “I don’t really know,” he said, “because I don’t really remember before it wasn’t like this.”
I found this upsetting — he, like any other child in 2023, can’t properly gauge his worry because the recent past is his only measuring stick. It’s normal for Australia to burn, for California to run dry. It’s normal to wear shorts in January. But he didn’t seem upset. So I asked him the question that I didn’t want to ask: Does he worry about what the future may bring?
“Not really,” he said, shrugging. “Because I feel like I don’t know that much about all of it.” Only a few minutes in, his tone had already drifted toward one of polite detachment. It was becoming clear that he had no particular interest in climate change. “If I asked you … do you ever think about the stock market? Would you give it the same amount of thought?” I asked, a little exasperated. “[Climate change] is just not a thing?” “Pretty much,” he said, almost apologetically.
Conor is intelligent; he gets good grades and is funny and thoughtful. He’s not callous or unfeeling, and, at least in an abstract way, I know that he cares about the Earth. Though he might have joined the 29% of respondents to the Lancet study who said they felt “indifferent” about climate change, I would never use that word to describe him. So as my questions failed to stir him, I realized that, in trying to do right by him as a father, I might be failing him as a citizen. Because climate change is very much “a thing”; it might be the only thing.
For all of his 14 years, I’ve tried to shield him, as much as possible, from terrifying things that are beyond his control: shootings, sickness, governmental collapse. I largely avoid troubling subjects whenever he’s around, and climate change is the most troubling subject of all. So when I do address it, I tend to sand off the edges: I acknowledge that, yes, January was warm because of climate change, but also because of La Niña, a Pacific weather system that both heats the air and allows me to change the subject. It seems natural to me that I haven’t wanted to drop the full weight of climate change upon my child’s mind. I don’t want him to feel that his future might not be as open as his present seems to be. But now that he’s coming of age, that protective approach seems less defensible.
Throughout his childhood, I thought it would be enough to do the right things without articulating their necessity. He’s a vegetarian because my wife and I are vegetarians; he recycles because we recycle. There are solar panels on our roof because, well, we had them put up there. He knows why these things are good for the planet, but he clearly doesn’t understand the urgency behind them. I don’t want him to be anxious, but I also don’t want him to lack awareness. It’s a delicate balance: to be environmentally conscious, yet also mentally strong. As someone who lays awake at night, worrying about our degraded earth, I’m not quite sure how the two things fit together.
“I want you to understand that everyone’s actions have a result, even if it’s a tiny thing like leaving your light on,” I said to Conor in the basement, referring to one of his particularly maddening habits. He nodded, possibly convinced, as I went on. “It’s going to be your world … and I want you to be equipped to go out into that world and make the right choices.” This was all true. And yet I now knew that I had to do more to “equip” him: to find a way to give him the facts of the problem without marring his happiness.
After a while, I understood that I’d squeezed as much on the topic from him as I was likely to get. He simply didn’t know enough about climate change to have a real dialogue, and for that the fault was mine. “I guess I’m a little surprised that it’s not something that you give any thought to,” I said, “when it’s 60 degrees in February.”
“It’s nice football weather,” he said, smiling the smile I was so determined to preserve. About this, he was right. It was nice football weather. But it was also a harbinger. As I’m learning with Conor — who’s so neatly poised between childhood and maturity — it’s possible for two things to be true at once.
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SoftBank’s error and Nvidia’s scandal suggest data centers may have already peaked as an economic and energy trend.
This is Heatmap Daily, a weekday digest written by our executive editor. Subscribe here.
Covering energy and climate change sometimes means seeing certain stories in a different light than others. And a particularly vivid hue illuminated The Wall Street Journal’s report today that the Japanese conglomerate SoftBank Group is taking a $3.7 billion loss on several gigawatts’ worth of natural gas turbines.
For the Journal, the big news is that SoftBank and its billionaire founder, Masayoshi Son, are failing to capitalize on the artificial intelligence boom. But at Heatmap, we’re thinking about the turbines.
The data center boom and the return of electricity load growth has depleted the world’s supply of natural gas turbines. SoftBank had purchased reservations for about 13 gigawatts of turbines, according to the Journal. That’s a staggering amount of electricity — it could meet New York City’s maximum power draw on the hottest part of a summer’s day. The conglomerate now seems set to dump reservations for about four gigawatts’ worth. Keeping a reservation, it turns out, really is harder than making it.
Most of those rotors were reportedly from GE Vernova, one of the world’s largest producers of gas turbines. GE Vernova’s order list for gas turbines has been filled for nearly two years and the waiting list now stretches into 2031. That has led data center developers, hungry to get power as soon as possible, to reach for ever dirtier forms of electricity generation, including diesel generators and even old jet engines.
On that front, SoftBank’s failure to sell the turbines to a higher bidder suggests (albeit weakly) that demand for energy-producing assets might not be as strong as the AI boom’s backers once thought. SoftBank was already set to send about 9 gigawatts of turbines to the enormous Trump-backed OpenAI data center in Pike County, Ohio. The roughly remaining four gigawatts will be released back their manufacturers. (One thing this news can’t quite tell us, alas, is what type of turbine set-up will be used in the Pike County facility, which will be the world’s largest gas-fired power plant if it is build to completion. Recent public filings have suggested the facility isn’t planning on using any turbines in the more efficient combined-cycle configuration, which would mean the plant’s carbon intensity will be worse than most other new natural gas plants. But we’d love to hear any tips on this front.)
To zoom out for a second, I’m struck by how the AI bubble has been replaced by an AI muddle. As I wrote this, news emerged that Nvidia is preparing to fire its CEO, Jensen Huang, for his affair with a Chinese woman who is alleged to be a spy. (He had at least one more affair with another Nvidia executive, according to The New York Times.) Under Huang’s leadership, Nvidia has invested in a sprawling and sometimes circular network of energy-related companies, including Emerald AI, a startup that helps data centers flex their electricity consumption, and Redwood Materials, a battery recycler and producer led by the former Tesla executive J.B. Straubel. Huang has used Nvidia’s enormous balance sheet to buy down the risk of other AI and AI-related companies, propelling the overall AI trade to become the biggest story in American markets.
Now that balance sheet is in peril: Nvidia’s stock is already down 11% over the past five days, and it has fallen another 8% in after-hours trading since news broke of Huang’s ouster. If the chip designer’s financial network began to fray — or even if the next CEO had a lower risk appetite than Huang — then its demise could impact a much larger set of firms.
Even before the Huang scandal broke, companies at the center of the AI trade were showing signs of weakness. Alphabet, Meta, and Microsoft are all down on the month. Nvidia was already lagging by about 10% on the month before its hebdomas horribilis began, too. The memory and chip makers Micron and Applied Materials are both down more than 25% in about the same period, and GE Vernova and Oklo have fallen nearly 20%. Although the data center company Coreweave rebounded on an earnings beat today, it’s still down 24% on the month and nearly 50% since May.
The market rout isn’t total — Anthropic seems likely to enjoy one of the largest IPOs ever in the next week (although perhaps not with quite as large a valuation as its investors once imagined). And the underlying technology of AI seems to be getting worryingly better all the time. But even though the politics of data centers and AI seem set to dominate the new Washington, I’m wondering if data centers as a mainstream economic trend might have already peaked. Americans voted for a more subdued AI boom in the midterms. Now it seems like they might get it ahead of schedule.
Lunar Energy’s latest AI-powered system aims to integrate EVs into the automated demand response mix.
In theory, it’s straightforward to assemble the smart energy home: Solar panels, home backup batteries, and electric vehicles, plus smart thermostats, heat pumps, and water heaters — all the individual pieces can be had for the homeowner who can afford the up-front cost. The challenge is getting all those pieces to talk to one another.
Bay Area-based Lunar Energy is one of the tech firms that’s been trying to crack this problem. Today, it announced an upgraded version of its artificial intelligence-powered home energy control system, which not only integrates all those separate systems but also responds tactically to energy markets. CEO Kunal Girotra told me Lunar AI saves its users money by monitoring their home 24/7 and making decisions to charge, not to charge, or discharge so that they save the most money.
“Utilities are all moving to almost-real-time changes of rates,” he said. “You need software to handle that for you. I think that the race is on for who has the best AI machine learning algorithms to save the most amount of money. And so far, we seem to have a head start.”
Lunar’s first-generation system focused on generation, storage, and control. In other words, it connected elements like a home’s rooftop solar panels with the backup battery the residents might keep in the garage, using the AI to decide when to meet the home’s real-time energy needs with solar versus grid energy versus stored power. What it didn’t have was the ability to work with electric vehicles to manage charging and use the car’s battery as a bonus source of energy.
To fix this, Lunar has built its own bidirectional EV charger — one that can charge up the battery or discharge the car’s battery for a secondary use, like backing up the home’s power supply. Girotra, formerly the head of Tesla Energy, told me the problem with that functionality to this point has been the connection point between the car and the home electrical system. Carmakers and other companies in the space didn’t have the deep experience with electrical certifications to make the process seamless, he tells me. That led to setups like the original Ford Charge Station Pro, which required several different wall-mounted electrical boxes to connect the F-150 Lightning EV to the home.
Lunar’s charger is built to connect to its customers’ existing home Lunar energy system, which includes a microgrid interconnect device they call Lunar Bridge that islands the home in case of a power outage on the grid. In that way, the power stored in the EV battery is ready to back up the home in case of a blackout without any additional work — or to be optimized as part of a fully smart home that’s making money as part of a virtual power plant.
The company’s setup allows for another fun feature: “slow” charging that’s not slow at all, but actually two or three times as fast as the Level 2 charging most EV owners use to recharge their batteries overnight. Electric cars in the U.S. can typically take on only about 11 kilowatts of AC power from one’s home because of the limitations of their on-board hardware. Because Lunar’s system is fully DC, however, Girotra said the company decided to build a DC home charger, one that — like a Tesla Supercharger or other DC fast chargers out in the world — isn’t limited by that power cap. Lunar said it could use a combination of power from the grid, home solar, or home batteries to charge an EV at up to 25 kilowatts. That’s enough to recharge an EV in three to four hours rather than six to eight.
“If the standards get high, and if everybody sees cars can get charged in three hours, then all of a sudden people are like, ‘Wow, this is how I want it,’” he said. “Especially for 25% of the users who are like me, who always are running low on charge and they don’t mind a boost every now and then.”
Some of the other improvements in the second-gen system are more incremental. An inverter that’s 40% more powerful helps Lunar get its system up to enterprise scale. That’s crucial, as the world moves toward a place where more homes and businesses employ battery backup systems. Lunar’s new batteries come in modular 5 kilowatt-hour blocks ranging from 10 kilowatt-hours to 30 kilowatt-hours in a single unit and scale up to 300 kilowatt-hours for home or small commercial use; there’s also new pad-mounted configurations with capacity up to 1 megawatt-hour.
Batteries, though, are the simple part. Everyone from EV makers like Rivian to utilities like Octopus Energy is racing to make a person’s or a business’s batteries and solar panels and electric cars work for them, using the power of AI to account for moment-to-moment changes in energy prices and supply. Lunar’s new tech makes the case that the most important element is a single brain to integrate every last smart, electrified thing in your house.
The fundraise comes on the heels of a $50 million grant from the Department of Energy.
Almost all lithium-ion batteries on the market rely on graphite for their anodes, more than 90% of which is processed in China. That concentration has created a chokepoint in the Pentagon’s supply chain as the military increasingly turns to batteries to help its transportation network operate more quietly and reduce reliance on complex refueling logistics.
So when Congress passed the latest National Defense Authorization Act at the end of 2025, barring Chinese-linked battery materials from military use starting in 2028, Coreshell saw an opening. While the California-based silicon-anode battery startup had previously focused on automakers as its beachhead customers, it’s now shipping its first battery cells to the military for use on Navy ships and Army ground vehicles. On Wednesday, Coreshell announced a $30 million Series B to scale up manufacturing operations to meet the needs of this growing customer base.
“We’re entering a new stage where we’re no longer, I would say, demand limited,” Coreshell’s CEO Jonathan Tan told me. “This year we’ve had to put on second and third shifts, work nights and weekends, just to get the product out the door.”
Coreshell sets itself apart by going a step further than the NDAA requires. The law doesn’t make suppliers trace battery materials all the way back to the mine, which would be exceedingly difficult given China’s dominance across the battery supply chain. But Coreshell has nevertheless eliminated Chinese sourcing from its anodes by replacing graphite with silicon mined and refined in the U.S. by Ferroglobe, one of its Series A investors.
Ferroglobe and global investment firm Access Industries led the latest round, with defense contractor ADS also joining as a new strategic investor. The financing comes on the heels of a $50 million Department of Energy grant that Coreshell secured in August as part of a program to strengthen the domestic battery supply chain. That funding will support the company’s first commercial-scale facility, a 2-gigawatt-hour factory.
That’s about 20 times the size of the 100-ish-megawatt-hour plant the startup had originally envisioned, as the DOE grant has allowed Coreshell to “expand much further than we were originally expecting,” according to Tan. The company is now evaluating several potential U.S. sites and expects to announce its selection early next year. For now, it relies on unnamed contract manufactures, along with its small pilot line in San Leandro, to produce its cells. But once the gigafactory gets up and running, the startup plans to bring electrode production in house by 2028, followed by full cell assembly in 2029.
Building this plant will ultimately require significant additional capital. But Tan believes this latest vote of confidence from the federal government will help Coreshell to diversify its capital stack as it continues to fundraise. “That’s one of the great things about having such a notable DOE award is that it also allows us to attract multiple forms of capital,” he told me.
Silicon has long been recognized as a promising alternative material for battery anodes, as it can store far more energy than graphite. The catch is that it tends to swell during charging, causing it to break down quickly and ultimately leading to a much shorter cycle life. Coreshell says it’s extended its anode’s lifespan by giving it a proprietary coating, which Tan told me back in April essentially means “painting the inside of your battery” with an ultra-thin protective layer.
Other companies, such as Sila Nanotechnologies and Group14 Technologies, are also working to commercialize silicon anodes. But Coreshell says many of its competitors rely on more highly engineered, expensive forms of silicon, such as silane gas. By contrast, Coreshell uses metallurgical silicon, a cheap, raw commodity already widely used in aluminum alloys. That, Tan argues, gives the company a cost advantage not only over its competitors, but potentially Chinese graphite too.
Coreshell hasn’t yet demonstrated that its cells can meet the performance demands of the automotive industry, however. When the company raised its Series A in early 2025, it said it expected its automotive cells to exceed 1,000 charge cycles while retaining 80% of their original capacity. But Tan told me many defense applications don’t require such demanding performance targets, as Navy ships and ground vehicles are “not intending to have as many miles or missions or use cases on that same battery” as a consumer EV would.
That doesn’t mean the company is abandoning its automotive ambitions. As Tan pointed out, electric vehicles remain by far the largest source of global and domestic battery demand. “It’s natural for us to obviously utilize the security supply chain first,” he told me. “That allowed us to really get to commercialization, revenue, and production faster, because automotive qualification is this longer journey. But ultimately, we want to do both of those and more.”