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“All these things we're going to need to either reshore or vertically integrate within the companies who are building the end product.”

“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.”

“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.”

“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…”

“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.”

“The cost to generate electricity, the cost of like power, Has dropped immensely. Gas, solar, things like that. But the cost to actually deliver that electricity has increased a ton. And so in net, it's sort of not changed.”

“You know, another good example is like data centers, as you noted you know, these regions where a lot of these data centers are located are expecting huge growth in energy demand to the point now that some large hyperscalers are looking at things like nuclear …”

“Maybe, I think it's like, 10 to 20% of projects are actually built.”

“And those are going to be way more expensive to generate that power, but it'd probably be cheaper than using solar and storing it in batteries today.”

“And there's a separate group called the NERC, which is a semi sort of government associated. But they run these sort of these risk reports. And they have highlighted that one of the key risks for the grid over the next decade is actually policy.”

“My big idea for twenty-twenty-six is that the electro-industrial stack will move the world. The next industrial evolution won't just happen in factories, but inside the machines that power them.”

“This sort of next generation of sort of what the grid looks like is going to be in a much more decentralized way.”

“I think it's actually cheaper to put residential solar on your home in Germany than in the United States.”

“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.”

“Most of this load forecast is done by just looking at the weather. Like, they look at, like, basically, like, one of the best indexes, they look at where, where the homes are, like, what, how many people are there, and then what the temperature is going to be.…”

“A lot of the existing AP 1000 technology is quite good, and other countries can do it quite cheaply. China is using a very similar design. The UAE just built one for incredibly cheap.”

“And for the last, you know, couple decades, we really haven't seen a growth in energy demand.”

“We have an increase in outages, a lot of this weather related the price of electricity is now a lot more volatile.”

“Many times and increasingly so in California, the cost to deliver is like over 50% of the bill.”

“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.”

“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.”

“I think one of the big theses we have is that there's going to be a decentralization of the grid.”

“Your stove is going to have a battery likely.”

“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.”

“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…”

“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…”

“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.”

“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…”

“Space supremacy will be the measuring stick of industrial and military power for the foreseeable future.”

“All the projections seem to indicate a huge gap.”

“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…”

“I believe our grid today is about 1.2 terawatts. So this is almost effectively double what our current national generating capacity is.”

“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.”

“Previously, in our country, almost all of our energy storage, I think it's like 90 plus percent today, is through hydro, through dams.”

“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.”

“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.”

“Texas is, for many reasons, wants to have an independent grid, whereas the West and the East Coast are completely fine having sort of these interstate networks.”