You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
Believe it or not, it doesn’t have anything to do with Elon Musk.

It shows up when you are most vulnerable. Maybe it’s under a reel of Fleabag’s season 2, episode 5 confession scene, in which Phoebe Waller-Bridge finally gets together with Andrew Scott’s “hot priest.” Or maybe it’s slapped on a TikTok of an industrial hydraulic press squashing some gummy bears. No matter what, it’s always the caption of the video you find yourself transfixed by without quite knowing why: “The Tesla Cybertruck Is an All-Electric Battery-Powered Light-Duty Truck.”
For the past few months, Instagram and TikTok users have been inundated by posts with the same caption, a seemingly AI-generated paragraph about Tesla’s Cybertruck, providing a “comprehensive overview of its key features and specifications.” The caption could be applied to anything and pops up seemingly at random, creating the disconcerting effect that Elon Musk is lurking around every digital corner. This is not because legions of social media users have suddenly become lunatic Cybertruck stans, however (though there are certainly some of those, too). Rather, it’s a technique for spam accounts to game the algorithm and boost their engagement.
Allow me to explain: According to the social media experts on Reddit, while hashtags were once an easy way for accounts to get more clicks without having to spend too much time producing actual content, they are now out of fashion. Instead, both Instagram and TikTok have started rewarding posts with original captions — i.e. those that would cause someone to stay on a post for longer or even save it. That might be easy for influencers, who have their own voices and curated audiences, but not so much for “spam accounts,” which only repost what is already popular. The solution? A well-written paragraph about the Cybertruck, of course!
For the owner of @fucksayingx on Instagram, who posts clips of famous movies and TV shows (and who didn’t want their real name to be used), longer captions seem to attract wider audiences. They told me they have only used the Cybertruck caption on a few posts and noticed that one of them (a clip from the rom-com Love & Other Drugs) got almost 1.7 million views — though they’ve gotten more views on other posts without it. It seems that the Cybertruck hack is no more effective than any other engagement-juicing technique. Sometimes it works, sometimes it doesn’t.
A similar trend was going on in the beginning of the year, when accounts started posting a very similar paragraph about the Mercedes CLR GTR, which is likely a mistranscription of the Mercedes CLK GTR, a rare internal combustion racing vehicle from the 1990s. That might mean the Tesla caption also won’t last for long, especially as the apps shift more and more toward prioritizing originality. (Funnily enough, Musk thought that shift was a terrible idea when Instagram announced it in the spring, claiming that there’s virtually no originality to be found in those platforms.)
At some point, Zuckerberg’s algorithm will realize that no one is actually that interested in the Cybetruck and the caption will lose its power. As for which car will be next, I’m hoping Ford’s Mustang Mach-E. Who doesn’t love a classic car suped up for the post-fossil fuel era, am I right?
Editor’s note: This story has been updated to include comment from an Instagram user on the success of the technique.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
The market is reeling from a trio of worrisome data center announcements.
The AI industry coughed and the power industry is getting a cold.
The S&P 500 hit a record high on Thursday afternoon, but in the cold light of Friday, several artificial intelligence-related companies are feeling a chill. A trio of stories in the data center and semiconductor industry revealed dented market optimism, driving the tech-heavy NASDAQ 100 down almost 2% in Friday afternoon trading, and several energy-related stocks are down even more.
Here’s what’s happening:
Taken together, the three stories look like an AI slowdown, at least compared to the most optimistic forecasts for growth. If so, expectations of how much power these data centers need will also have to come down a bit. That has led to notable stock dips for companies across the power sector, especially independent power producers that own power plants, many of whose shares have risen sharply in the past year or two.
Shares in NRG were down around 4.5% on the day on Friday afternoon; nuclear-heavy Constellation Energy was down over 6%; Talen Energy, which owns a portfolio of nuclear and fossil fuel plants, was down almost 3% and Vistra was down 2%. Shares in GE Vernova, which is expanding its gas turbine manufacturing capacity to meet high expected demand for power, were down over 3.5%.
It’s not just traditional power companies that are catching this AI chill — renewables are shivering, as well. American solar manufacturer First Solar is down over 5%, while solar manufacturing and development company Canadian Solar is down over almost 9%.
Shares of Blue Owl, the investment firm that is helping to fund the big tech data center buildout, were down almost 4%.
The fates of all these companies are deeply intertwined. As Heatmap contributor Advait Arun wrote recently, ”The commercial potential of next-generation energy technologies such as advanced nuclear, batteries, and grid-enhancing applications now hinge on the speed and scale of the AI buildout.” Many AI-related companies are either invested in or lend to each other, meaning that a stumble that looks small initially could quickly cascade.
The power industry has seen these types of AI-optimism hiccups before, however. In January, several power companies swooned after Chinese AI company DeepSeek released an open source, compute-efficient large language model comparable to the most advanced models developed by U.S. labs.
Constellation’s stock price, for example, fell as much as 20% in response to the “DeepSeek Moment,” but are up over 45% this year, even factoring in today’s fall. GE Vernova shares have doubled in value this year.
So it looks like the power sector will still have something to celebrate at the end of this year, even if the celebrations are slightly less warm than they might have been.
Plus more insights from Heatmap’s latest event Washington, D.C.
At Heatmap’s event, “Supercharging the Grid,” two members of the House of Representatives — a California Democrat and a Colorado Republican — talked about their shared political fight to loosen implementation of the National Environmental Policy Act to accelerate energy deployment.
Representatives Gabe Evans and Scott Peters spoke with Heatmap’s Robinson Meyer at the Washington, D.C., gathering about how permitting reform is faring in Congress.
“The game in the 1970s was to stop things, but if you’re a climate activist now, the game is to build things,” said Peters, who worked as an environmental lawyer for many years. “My proposal is, get out of the way of everything and we win. Renewables win. And NEPA is a big delay.”
NEPA requires that the federal government review the environmental implications of its actions before finalizing them, permitting decisions included. The 50-year-old environmental law has already undergone several rounds of reform, including efforts under both Presidents Biden and Trump to remove redundancies and reduce the size and scope of environmental analyses conducted under the law. But bottlenecks remain — completing the highest level of review under the law still takes four-and-a-half years, on average. Just before Thanksgiving, the House Committee on Natural Resources advanced the SPEED Act, which aims to ease that congestion by creating shortcuts for environmental reviews, limiting judicial review of the final assessments, and preventing current and future presidents from arbitrarily rescinding permits, subject to certain exceptions.
Evans framed the problem in terms of keeping up with countries like China on building energy infrastructure. “I’ve seen how other parts of the world produce energy, produce other things,” said Evans. “We build things cleaner and more responsibly here than really anywhere else on the planet.”
Both representatives agreed that the SPEED Act on its own wouldn’t solve all the United States’ energy issues. Peters hinted at other permitting legislation in the works.
“We want to take that SPEED Act on the NEPA reform and marry it with specific energy reforms, including transmission,” said Peters.
Next, Neil Chatterjee, a former Commissioner of the Federal Energy Regulatory Commission, explained to Rob another regulatory change that could affect the pace of energy infrastructure buildout: a directive from the Department of Energy to FERC to come up with better ways of connecting large new sources of electricity demand — i.e. data centers — to the grid.
“This issue is all about data centers and AI, but it goes beyond data centers and AI,” said Chatterjee. “It deals with all of the pressures that we are seeing in terms of demand from the grid from cloud computing and quantum computing, streaming services, crypto and Bitcoin mining, reshoring of manufacturing, vehicle electrification, building electrification, semiconductor manufacturing.”
Chatterjee argued that navigating load growth to support AI data centers should be a bipartisan issue. He expressed hope that AI could help bridge the partisan divide.
“We have become mired in this politics of, if you’re for fossil fuels, you are of the political right. If you’re for clean energy and climate solutions, you’re the political left,” he said. “I think AI is going to be the thing that busts us out of it.”
Updating and upgrading the grid to accommodate data centers has grown more urgent in the face of drastically rising electricity demand projections.
Marsden Hanna, Google’s head of energy and dust policy, told Heatmap’s Jillian Goodman that the company is eyeing transmission technology to connect its own data centers to the grid faster.
“We looked at advanced transition technologies, high performance conductors,” said Hanna. “We see that really as just an incredibly rapid, no-brainer opportunity.”
Advanced transmission technologies, otherwise known as ATTs, could help expand the existing grid’s capacity, freeing up space for some of the load growth that economy-wide electrification and data centers would require. Building new transmission lines, however, requires permits — the central issue that panelists kept returning to throughout the event.
Devin Hartman, director of energy and environmental policy at the R Street Institute, told Jillian that investors are nervous that already-approved permits could be revoked — something the solar industry has struggled with under the Trump administration.
“Half the battle now is not just getting the permits on time and getting projects to break ground,” said Hartman. “It’s also permitting permanence.”
This event was made possible by the American Council on Renewable Energy’s Macro Grid Initiative.
A letter from the Solar Energy Industries Association describes the administration’s “nearly complete moratorium on permitting.”
A major solar energy trade group now says the Trump administration is refusing to do even routine work to permit solar projects on private lands — and that the situation has become so dire for the industry, lawmakers discussing permitting reform in Congress should intervene.
The Solar Energy Industries Association on Thursday published a letter it sent to top congressional leaders of both parties asserting that a July memo from Interior Secretary Doug Burgum mandating “elevated” review for renewables project decisions instead resulted in “a nearly complete moratorium on permitting for any project in which the Department of Interior may play a role, on both federal and private land, no matter how minor.” The letter was signed by more than 140 solar companies, including large players EDF Power Solutions, RES, and VDE Americas.
The letter reinforces a theme underlying much of Heatmap’s coverage since the memo’s release — that the bureaucratic freeze against solar decision-making has stretched far beyond final permits to processes once considered ancillary. It also confirms that the enhanced review has jammed up offices outside Burgum’s purview, such as the Army Corps of Engineers, which oversees wetlands, water crossings, and tree removals, and requires Interior to sign off on actions through the interagency consultation process.
SEIA’s letter asserts that the impacts of Burgum’s memo stretch even to projects on private lands seeking Interior’s assistance to determine whether federally protected species are even present — meaning that regardless of whether endangered animals or flowers are there, companies are now taking on an outsized legal risk by moving forward with any kind of development.
After listing out these impacts in its letter, SEIA asked Congress to pressure Interior into revoking the July memo in its entirety. The trade group added there may be things Interior could do besides revoking the memo that would amount to “reasonable steps” in the “short-term to prevent unnecessary delays in energy development that is currently poised to help meet the growing energy demands of AI and other industries.” SEIA did not elaborate on what those actions would look like in its letter.
“Businesses need certainty in order to continue making investments in the United States to build out much-needed energy projects,” SEIA’s letter reads. “Certainty must include a review process that does not discriminate by energy source.” It concludes: “We urge Congress to keep fairness and certainty at the center of permitting negotiations.”
Notably, the letter arrived after American Clean Power — another major trade group representing renewable energy companies — backed a major GOP-authored permitting bill called the SPEED Act that is moving through the House. Although the bill has some bipartisan support from the most moderate wing of the House Democratic caucus, it has yet to win support from Democrats involved in bipartisan permitting talks, including Representative Scott Peters, who told me he’d back the bill only if Trump were prevented from stalling federal decision-making for renewable energy projects.
SEIA has deliberately set itself apart from ACP in this regard, telling me last week that it was neutral on the legislation as it stands. In a statement released with the letter to Congress, the trade group’s CEO, Abigail Ross Hopper, said that while “the solar industry values the continued bipartisan engagement on permitting reform, the SPEED Act, as passed out of committee, falls short of addressing this core problem: the ongoing permitting moratorium.”
“To be clear, there is no question we need permitting reform,” Hopper stated. “There is an agreement to be reached, and SEIA and our 1,200 member companies will continue our months-long effort to advocate for a deal that ensures equal treatment of all energy sources, because the current status of this blockade is unsustainable.”
In a statement to Heatmap News, Interior spokesperson Alyse Sharpe confirmed the agency is using its “current review process” on “federal resources, permits or consultations” related to solar projects on “federal, state or private lands.” “This policy strengthens accountability, prevents misuse of taxpayer-funded subsidies and upholds our commitment to restoring balance in energy development.” The agency declined to comment on SEIA’s request to Congress, though. “We don’t provide comment on correspondence to Congress regarding Interior issues via the media,” Sharpe said.