distribution

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement May 12, 2022 by Shayle Kann · across every show →

Everything said about distribution, oldest first

May 12, 2022 bearish
Prediction Not checkable as stated
Kann: Electrical infrastructure will bottleneck cross-sector decarbonization
“My biggest fear is that we will hit a, an infrastructure bottleneck for decarbonization of a bunch of other sectors. So again, to the point of like, Think, think of how much renewables we need to build today just to decarbonize the grid. And then add to that t…”
Shayle Kann May 12, 2022 ▶ 10:41 Shayle’s “ask me anything” episode
Aug 20, 2026 negative
Assertion Not checkable as stated
Wong: Utilities cannot determine historical utilization of distribution cables
“Like how much is that cable actually being utilized historically? Nobody can really tell you that answer today in planning or operations, especially in distribution.”
Josh Wong Aug 20, 2026 ▶ 31:23 Can AI revolutionize grid operations?
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