Electricity Generation
topic on 5 shows · 9 statements across 9 episodes
Innovators & Investors 
No Priors 
Sourcery 
Catalyst 
the Green Blueprint
9 statements about Electricity Generation, every show
Exowatt targets 1 cent per kWh via mass-produced modular solar thermal units
“What's new really about our approach and our hypothesis is making this in a modular fashion, making this in a factory. And then scaling the production to millions and ultimately billions of these, which ultimately allows us to go down the cost curve and genera…”
Sridhar: Carbon capture will scale before green hydrogen for power generation
“Carbon capture at scale, hands down, for electricity generation.”
Dell: Power generation costs dropped significantly while transmission costs climbed
“The cost to make the electron has gone down really significantly over the last 20 years, largely driven by the build-out of solar. But the cost to move the electron has gone up very significantly because our infrastructure is aging, and utilities have this kin…”
Dutta: Transmission costs rise at three times inflation while generation lags inflation
“And the fact of the matter is that the cost of generation has been less than the rate of inflation, and the cost of transmission has been like three times the rate of inflation.”
Morgan: Electricity generation capacity will be the primary rate limiter for AI
“AI needs power. AI is hungry for power. And the rate limiter for AI is going to be how much electricity generation can we build?”
Johnson: Uniform national power pricing incentivizes building generation far from demand
“So a lot of countries around the world have the same price nationally, no matter where you are, which means people are incentivized then to locate in the place where they can get land or they can get a grid connection, which isn't necessarily the place where y…”
Dell: Steelmaking emits more greenhouse gases than anything except electricity
“Making steel emits more greenhouse gases than anything else except making electricity.”
Baglino: Scaling electricity generation is more concerning than electrifying demand
“The demand side I'm less worried about than the generation side, I guess.”
Kann: Distributed generation cannot fully solve grid generation turnover
“And I think the answer to that is, is yes. It's probably not a full-scale solution. We still need, the big picture reason why this is a challenge is that we're trying to turn over A massive fleet of electricity generation relatively quickly, because we're reti…”