Ryan McEntush
Partner, Andreessen Horowitz. On 1 show, 5 appearances. The Shows tab opens the full record on each.
investorauthor@rmcentush ↗rmcentush.com ↗
Ryan McEntush is an investing partner on the American Dynamism team at Andreessen Horowitz. He focuses on venture investments in energy grid infrastructure, defense systems, and industrial manufacturing.
1shows
5appearances
45statements
21resolved
18supported
1contradicted
86%fully supported
Everything Ryan McEntush said on any show that made the record, most notable first. Each card names its show and opens the statement there.
McEntush: Wind power reliability depends on transmission lines
“People often say, like, the wind is always blowing somewhere, but that only matters if you have the transmission lines to move wind from one place to another.”
Delivery fees now exceed 50% of California residential electricity bills
“Many times and increasingly so in California, the cost to deliver is like over 50% of the bill.”
Over two terawatts of proposed power capacity wait in US grid queues
“There's over, like, two, I want to say there's, like, two terawatts in the queue right now, which means that there's, like, two terawatts of power generating capacity, a nameplate, at least, like, what it could max out at, waiting to be connected to the grid.”
Utilities must manually drive trucks to locate broken power lines
“And when something like that happens, they don't know where the line actually fell. They know, like, on what type of power line it fell, but not specifically the spot. It actually often takes trucks driving through to see where these damages occur.”
McEntush: The electric grid will undergo significant decentralization
“I think one of the big theses we have is that there's going to be a decentralization of the grid.”
Household appliances like stoves will soon incorporate built-in batteries
“Your stove is going to have a battery likely.”
McEntush: Solar and wind energy are cheaper even without subsidies
“They are cheaper. Even without subsidies, LCOE is often a metric thrown around, which is the levelized cost of energy. Solar and wind are really, really good.”
McEntush: Scaling renewable energy requires proportional grid storage expansion
“And so if we're going to increase the amounts of solar and wind on the grid, we also need to proportionally increase the amount of storage. And this is going to be very significant challenge.”
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…”
McEntush: Batteries cannot solve multi-day or multi-week grid storage needs
“Now, the problem with batteries is they can't solve these sort of longer duration spells. So I mentioned this case where if your grid has a huge wind component, it might be not windy for weeks. Unlikely, but it's possible. Batteries are not very good at storin…”
McEntush: Natural gas will remain a dominant US power source
“And will likely continue to be a major piece of our grid as long as our domestic production continues and there's no sort of radical change in, in energy source.”
McEntush: Gigawatt-scale nuclear development requires government financial backing
“It really takes a government, which is why Nationally, you know, like Japan and France and even, like I said, our regulated utilities in the United States, a lot of our nuclear power plants are, you know, government supported. It's very, very hard to take on t…”
McIntosh: Space supremacy will define future industrial and military power
“Space supremacy will be the measuring stick of industrial and military power for the foreseeable future.”
McEntush: Energy projections show a massive gap between supply and future demand
“All the projections seem to indicate a huge gap.”
Enron originally pushed policies that created deregulated US energy wholesale markets
“The other type are deregulated markets, which started really becoming a thing over the last like 20 or so years. Largely pushed forward originally by Enron and pushing these policies of sort of these free markets where energy was going to be traded in these wh…”
McEntush: U.S. total grid generating capacity is roughly 1.2 terawatts
“I believe our grid today is about 1.2 terawatts. So this is almost effectively double what our current national generating capacity is.”
McEntush: Electrical transformer lead times currently exceed one year
“Things like transformers are, you know, have crazy lead times, like over a year or more, not to mention that it's increased in price dramatically.”
Hydroelectric dams account for over 90% of current US energy storage
“Previously, in our country, almost all of our energy storage, I think it's like 90 plus percent today, is through hydro, through dams.”
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.”
McEntush: US electrical grid is split into three major interconnections
“So, so I think the most important idea is that the electric grid is not some sort of monolithic entity that, that is, is, you know, the same across the United States. It's actually made up of three sort of major interconnections.”
One line per show, most statements first. The link opens Ryan's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 a16zLEDGER | Partner, Andreessen Horowitz | 5 | 45 | 86% 18/21 | full record on the a16z Podcast → |