Electricity Grid

topic on 3 shows · 5 statements across 5 episodes

Capital Allocators Catalyst the a16z Podcast

5 statements about Electricity Grid, every show

CATALYST Assertion Supported
Shah: US electricity load growth is rising from 0.4% to 2.5% annually
“We are sitting in a moment right now where we are being told, and the data is suggesting that it's true, that we're going from 0.4% load growth a year to two to 2.5% load growth per year.”
Jigar Shah May 23, 2024 ▶ 7:25 Could VPPs save rooftop solar?
CATALYST Opinion
Kann: Meeting power demand is US climate progress's biggest near-term roadblock
“It is, in my humble opinion, the single biggest near-term roadblock to significant climate progress, at least in the U.S.”
Shayle Kann Aug 17, 2023 ▶ 4:20 Navigating the electricity gauntlet
CATALYST Opinion
Kann: Bitcoin mining is new load that does not decarbonize anything
“And Bitcoin certainly does not help with that, right? It is new load that is not itself decarbonizing anything.”
Shayle Kann May 12, 2022 ▶ 41:26 Shayle’s “ask me anything” episode
a16z Prediction Not checkable as stated
Kevin Kelly: AI will become a commoditized grid service like electricity
“And so my hypothesis is, is that AI becomes a commodity on the grid. And that it's served like electricity. You purchase it like you purchase electricity to do what you want.”
Kevin Kelly Jan 2, 2019 ▶ 24:17 a16z Podcast | Not If, But How -- When Technology is Inevitable (with Kevin Kelly)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Distributed Energy and Battery Storage Will Trigger the Uberization of Electricity
“Distributed energy, this convergence of renewables and battery storage is going to be a really big change. We, if I can summarize the opportunity, we've seen Uber where there's been excess capacity in the car fleet. The one place in infrastructure where there'…”
Ross Israel May 21, 2018 ▶ 49:48 Ross Israel - Stable, Predictable Cash Flows (EP.53)

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