Grid Operators

“Grid operators are benefiting from storage assets. That's just definitively true in all markets where storage has been deployed at scale, right? This stuff is working and it's helping to solve a lot of the problems that we have on the grid. And at the same tim…”

“We spent five years doing things that would help us deeply understand their problems so that we could start helping them. And the first couple of things we did weren't even the moonshot. It was just getting a rapport going so that we could, with the grid opera…”

“And three, and the exciting part that I know Tyler's going to want to jump in on, is that it suggests that if loads are willing to be curtailed, curtailable, if loads will stop when asked, stop taking power from the grid when asked by the grid operator, they s…”

“The closest thing to a perfect resource from the perspective of a grid operator is, you know, a flexible, you distributed genset of some sort that can turn on and off really quickly, can ramp, ramp up and ramp down very quickly. And ideally, if it's a natural …”

“So not, not the resources they have signed up to turn down when someone calls on them, but the number of times they actually do. And That, in the last two years, has been kind of, ah, escalating off the charts. I mean, it seems to be going exponential, ah, in …”

“When you're running a This interconnection study to determine, can this data center connect to my system? You're saying in the next seven or 10 years, in an absolute worst case scenario, so not just 87 60, but 87 60 times 10 87,600 hours when a transmission li…”

“Grid offers, like, look at, they look at when it's like great when it's working, but they can't plan for it. They have to build other capacity to supersede that if it's not going to be there when they need it.”

“Existing grid operators and companies that own the grid, AKA utilities, Really, we don't believe have this sort of technology approach to solving the problem and frankly have operational and financial challenges as well. And there's a bit of a sort of like old…”

“Taking carbon out of the supply of energy will only work if grid operators have the flexibility with respect to demand to meet this new supply stack that, that utilities are building.”

“The bridge between the distribution operations team and the customer teams, that is coming. You know, that bridge is being built very quickly, and EVs are at the center of that, and I think you cannot actually build it without machine intelligence, because fun…”