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
Disclosure
Highland feeds power back to the grid from half its projects
“And about half of our projects today are backflowing power from our fleet of batteries to the grid when the grid needs the power the most.”
Duncan McIntyre Jun 12, 2023 ▶ 19:54 The Electrification of Everything: From Sky to Sea
Mar 27, 2024
Assertion Partly supported
Despite having nuclear power, South Africa's electric grid faces daily blackouts
“There are a lot of countries that were once had great grids, South Africa, great example. They have nuclear power, but much of the day in South Africa, the grid is actually completely down.”
Ryan McEntush Mar 27, 2024 ▶ 31:35 The Electric Grid, Explained
Mar 27, 2024 bullish
Prediction Held up
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…”
Ryan McEntush Mar 27, 2024 ▶ 23:55 The Electric Grid, Explained
Jul 16, 2025 negative
Assertion Not checkable as stated
Ulevitch: The electrical grid lacks a native control plane for messaging
“The electrical grid doesn't really have that, and so to be able to send messaging and things is very, very difficult, and now a lot of people just do it out of band using the internet.”
David Ulevitch Jul 16, 2025 ▶ 24:43 America's Energy Problem: We Need A New Grid
Jul 16, 2025 bullish
Prediction Not checkable as stated
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 …”
David Ulevitch Jul 16, 2025 ▶ 9:35 America's Energy Problem: We Need A New Grid
Jul 16, 2025 neutral
Opinion
Ulevitch: National security is impossible without a reliable electrical grid
“There is no safety, there is no national defense, there is no national security without a reliable electrical grid.”
David Ulevitch Jul 16, 2025 ▶ 48:31 America's Energy Problem: We Need A New Grid
Jul 16, 2025 bullish
Prediction Not checkable as stated
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…”
David Ulevitch Jul 16, 2025 ▶ 10:18 America's Energy Problem: We Need A New Grid
Nov 3, 2025 positive
Assertion Not checkable as stated
Sacks: Peak load shedding can free up 80 gigawatts for AI grid
“If we could just shed 40 hours a year of peak load from the grid to, like, backup generators to diesel, things like that, you could free up an additional 80 gigawatts of power”
David Sacks Nov 3, 2025 ▶ 52:49 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
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