Arcadia

includes Arcadia Arc

10 statements across 1 episodes · 6 bullish · 0 bearish · 2 people on the record · first statement May 26, 2022 by Kiran Bhatraju · said 22 times in 2 episodes since 2022 · across every show →

Mentions by year, the whole family

brought up most by Shayle Kann (19), Kiran Bhatraju (3)

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2023 1 mention in 1 episode
2022 21 mentions in 1 episode

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Everything said about Arcadia, oldest first

May 26, 2022 neutral
Disclosure
Arcadia maintains database of over 200,000 U.S. utility rate structures
“We have today, at least just in the U.S., a database of over 200,000 different tariff and rate structures.”
Kiran Bhatraju May 26, 2022 ▶ 9:18 Tapping the goldmine of consumer energy data
May 26, 2022 positive
Assertion Supported
Arcadia raises $200M Series E led by J.P. Morgan at $1.4B valuation
“And it's working, at least to the extent that Arcadia just announced a two hundred million dollar Series E financing led by JP Morgan at a reported 1.4 billion dollar valuation.”
Shayle Kann May 26, 2022 ▶ 3:59 Tapping the goldmine of consumer energy data
May 26, 2022
Assertion Not checkable as stated
Arcadia: A major EV OEM uses its API to calculate charging rates
“One of the larger EV OEMs, as you pull up their app to charge they're actually pulling from our API, whether, again, whether you live in, you know, Kentucky, DC, California, all the different rate structures available to you so that you can get the cheapest ch…”
Kiran Bhatraju May 26, 2022 ▶ 17:15 Tapping the goldmine of consumer energy data
May 26, 2022 positive
Disclosure
Bhatraju: SunPower uses Arcadia data for residential solar proposals
“So some power uses our data Around their solar proposals.”
Kiran Bhatraju May 26, 2022 ▶ 30:31 Tapping the goldmine of consumer energy data
May 26, 2022 positive
Disclosure
Kann: Energy Impact Partners led Arcadia's Series A and backed every round
“Well, probably most importantly, my firm, Energy Impact Partners, is an investor in Arcadia. We led the company Series A, and we've invested in every round since then.”
Shayle Kann May 26, 2022 ▶ 4:48 Tapping the goldmine of consumer energy data
May 26, 2022 positive
Insight
Bhatraju: Utility payment history beats FICO scores for clean energy financing
“What we have found is that on-time payment history can be a better indicator of future payment history than something like a credit score or FICO score”
Kiran Bhatraju May 26, 2022 ▶ 8:48 Tapping the goldmine of consumer energy data
May 26, 2022 bullish
What-if
Bhatraju: Arcadia remains valuable even if all utilities build APIs
“If tomorrow we woke up and every utility in America Created like an incredibly well-documented API for their utility. We would still provide an incredible service that is a single meta API for all thousands of those, just with probably better data being piped …”
Kiran Bhatraju May 26, 2022 ▶ 44:22 Tapping the goldmine of consumer energy data
May 26, 2022 neutral
Disclosure
Arcadia positioned itself as picks-and-shovels infrastructure for home energy data
“We at Arcadia decided that we just wanted to be the picks and shovels while folks sort of figured this out.”
Kiran Bhatraju May 26, 2022 ▶ 19:55 Tapping the goldmine of consumer energy data
May 26, 2022
Assertion Not checkable as stated
Arcadia: Community solar is the company's largest vertical to date
“Today you know, our biggest vertical to date has been community solar.”
Kiran Bhatraju May 26, 2022 ▶ 15:05 Tapping the goldmine of consumer energy data
May 26, 2022 bullish
Disclosure
Arcadia is expanding its platform into commercial buildings
“Part of where we're going as a business, though, is expanding into small commercial and commercial buildings where there's just so many more options and use cases depending on what the business is doing and what they can do to a building.”
Kiran Bhatraju May 26, 2022 ▶ 39:01 Tapping the goldmine of consumer energy data
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