Ryan McEntush, partner at Andreessen Horowitz, highlights how ERCOT's policy shifting risk to developers allows Texas to rapidly connect renewable energy to the grid compared to other states.
“The success of Texas and how much wind and solar and batteries they've been able to connect and why a lot of companies are flooding there is because of this policy that makes it very, very easy to connect new assets.”
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More from Ryan McEntush
PredictionNot checkable as stated
McIntosh: Hardware companies must reshore or vertically integrate key component supply chains
“All these things we're going to need to either reshore or vertically integrate within the companies who are building the end product.”
Ryan McEntushDec 26, 2025▶ 3:38AI Is Coming For These 3 Industries In 2026 (a16z Big Ideas)
PredictionNot checkable as stated
McIntosh: Electro-industrial supply chain ownership will dictate global military and economic power
“And I think as we, you know, look forward 50, a hundred years, owning the supply chains today are going to have a lot of effects of Who controls both the sort of economic and military powers in, in the future.”
Ryan McEntushDec 26, 2025▶ 4:08AI Is Coming For These 3 Industries In 2026 (a16z Big Ideas)
Insight
McEntush: Grid costs spike once renewables reach 50-75% penetration
“As you attach more of these sort of renewable resources or sort of these non-reliable resources, while they're incredibly cheap and works most of the time, sort of this long tail risk, you know, once you get to like, 50 to 75% of the grid is gonna become very,…”
Ryan McEntushJul 16, 2025▶ 16:51America's Energy Problem: We Need A New Grid
AssertionNot checkable as stated
McIntosh: US rare earth bottleneck is scale and cost, not technology
“I think the reality is that you know, the technology that China has, America can do. We're very good at engineering. We're very good at doing specific things. And in fact, even like the, you know, recent stuff around rare earths, for example, rare earth separa…”
Ryan McEntushDec 26, 2025▶ 1:11AI Is Coming For These 3 Industries In 2026 (a16z Big Ideas)
Opinion
McIntosh: SpaceX and Anduril vertically integrate by necessity, not strategy
“In many ways, they're vertically integrating by necessity, not strategy. There just isn't an ecosystem of companies that can scale with them.”
Ryan McEntushDec 26, 2025▶ 1:43AI Is Coming For These 3 Industries In 2026 (a16z Big Ideas)
PredictionNot checkable as stated
McIntosh: US could take decades to match China's industrial supplier ecosystem
“Those are the things that might take years or decades for us to catch up to China. We can do the technology, but everything else needs to grow with it, or else we're just moving the bottleneck.”
Ryan McEntushDec 26, 2025▶ 2:02AI Is Coming For These 3 Industries In 2026 (a16z Big Ideas)
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