TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

william leaden

T3 · host / generalist

William Leaden is the co-founder and CEO of Rune, which builds modular data centers that convert unused utility-scale solar power directly into AI compute. He previously worked in the Obama White House, at a hydropower company, and at SB Energy. Spark Capital led Rune's Series B.

6 calls·2 names·100% bull·last heard 9 days ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$RUNERuneposition

Rune raises $42M Series B to deploy modular AI data centers on curtailed solar farms

Rune's 'Relic' modular micro-data centers deploy in 60 minutes on utility-scale solar farms (50-400MW) to monetize 50+ TWh/year of curtailed US solar power, converting wasted renewable energy directly into AI compute with zero construction, concrete, or grid interconnection delays.

TBPN2026-09episode →
2ndmedium conviction
$INTERSECT-POWERIntersect Power

Leaden names Sheldon Kimber/Intersect Power as 'Elon Musk of solar' — visionary builder of utility-scale solar

Sheldon Kimber built Intersect Power into a leading utility-scale solar developer; Leaden views him as the industry-defining entrepreneur who will deploy the most panels and become the public face of solar.

TBPN2026-09episode →

most discussed · click a bar to filter

  • $RUNE
  • $INTERSECT-POWER
6 total
$INTERSECT-POWER
Intersect Power
LOWwilliam leaden·TBPN·9 days ago·All Eyes on Warsh, Space Weapons, DreamMogged, Tomasz Tunguz Joins
Sheldon Kimber's Intersect Power named as visionary solar developer to watch
Intersect Power, founded by Sheldon Kimber, is identified as the leading solar developer executing at scale—potential 'Elon Musk of solar' for deploying maximum panels and building a public industry leader.
"You know what? I've always been an admirer of Sheldon Kimber. Okay. He built Intersect Power. Okay. And I think he's been a visionary in the solar space."
94:40
$RUNE
Rune
HIGHwilliam leaden·TBPN·9 days ago·All Eyes on Warsh, Space Weapons, DreamMogged, Tomasz Tunguz Joins· position
Rune raises $42M Series B to deploy modular AI data centers on curtailed solar farms
Rune's 'Relic' modular micro-data centers deploy in 60 minutes on utility-scale solar farms (50-400MW) to monetize 50+ TWh/year of curtailed US solar power, converting wasted renewable energy directly into AI compute with zero construction, concrete, or grid interconnection delays.
"We manufacture modular AI data centers and we use power electronics to plug them into these facilities. We can deploy a unit in about 60 minutes. So we have a guy with a forklift…"
86:40
$RUNE
Rune
HIGHwilliam leaden·TBPN·9 days ago·All Eyes on Warsh, Space Weapons, DreamMogged, Tomasz Tunguz Joins· position
Rune deploys modular AI data centers on solar farms to monetize 50+ TWh of wasted US solar power
Solar overbuilding creates massive excess power (50+ TWh/year in US); Rune's modular 'Relic' data centers deploy in 60 minutes with no construction, converting latent solar into AI compute at lowest cost.
"Over 50 terowatt hours every year in the United States alone... we're exclusively focused on utility scale solar farms... we manufacture modular AI data centers and we use power e…"
87:00
$RUNE
Rune
HIGHwilliam leaden·TBPN·9 days ago·All Eyes on Warsh, Space Weapons, DreamMogged, Tomasz Tunguz Joins
Rune deploys modular 'Relic' data centers on stranded solar to monetize 50+ TWh/year curtailed power
Rune's modular Relic data centers deploy in 60 minutes on utility-scale solar farms with no construction, converting over 50 TWh/year of curtailed US solar power into AI compute via proprietary power electronics.
"Over 50 terowatt hours every year in the United States alone. We're exclusively focused on utility scale solar farms. Abundance or excess is actually a feature of renewable energy…"
86:56
$RUNE
Rune
HIGHwilliam leaden·TBPN·9 days ago·All Eyes on Warsh, Space Weapons, DreamMogged, Tomasz Tunguz Joins· position
Rune raises Series B: modular solar-powered data centers deploy in 60 mins, targeting 50+ TWh/yr wasted US solar
Over 50 TWh/year of utility-scale solar is curtailed in the US. Rune's 'Relic' modular micro-data-center drops on-site in 60 minutes with no concrete/construction, converting excess solar directly into AI compute. Solar maximalist view: nowhere near saturation, every solar plant a latent data center.
"Over 50 terowatt hours every year in the United States alone... we deploy what's called uh you know our product is called the relic. It's essentially a micro shell um that has a s…"
87:01
$INTERSECT-POWER
Intersect Power
MEDwilliam leaden·TBPN·9 days ago·All Eyes on Warsh, Space Weapons, DreamMogged, Tomasz Tunguz Joins
Leaden names Sheldon Kimber/Intersect Power as 'Elon Musk of solar' — visionary builder of utility-scale solar
Sheldon Kimber built Intersect Power into a leading utility-scale solar developer; Leaden views him as the industry-defining entrepreneur who will deploy the most panels and become the public face of solar.
"You know what? I've always been an admirer of Sheldon Kimber. Okay. He built Intersect Power. Okay. And I think he's been a visionary in the solar space."
94:44
no insights match this filter