electrical grid
8 statements across 4 episodes · 5 bullish · 1 bearish · 4 people on the record · first statement Jun 12, 2023 by Duncan McIntyre · across every show →
Everything said about electrical grid, oldest first
Jun 12, 2023 positive
Mar 27, 2024
Mar 27, 2024 bullish
McEntush: Grid batteries will expand from short-burst balancing to daily load-shifting
“Increasingly as batteries enter the grid, which as you've noted from the chart, it's not that significant penetration yet. It will start to be able to cycle over sort of a daily timeframe. So, as I mentioned earlier, taking energy from the middle of the day an…”
Jul 16, 2025 negative
Jul 16, 2025 bullish
Ulevitch: Future grids will co-locate power generation, transmission, and storage
“The energy grid and electrical grid of the future, it's not just going to be the dichotomy of generation, transmission, and storage, but as Aaron brought up, like, you might do all three of those things in the same place and not have to worry about how... How …”
Jul 16, 2025 neutral
Jul 16, 2025 bullish
Ulevitch: AI will streamline grid monitoring, efficiency, and regulatory permitting
“We're also at this sort of technology inflection point where AI can help some of these things not just be a consumption driver, but even be an enabler and facilitating more efficient use of electricity, better monitoring of the grid better, better ways to even…”