electric grid

“What with distributed Technologies utilized well in a way where you're like this, the conductor of the symphony orchestra of devices, right? You can create the kind of resilience that you could only really dream of and reliability of from a, like, grid perspec…”

“And so it's really normal for distribution utilities today to have a view of their grid that's at least two hours old and often You know, more than a day old at least as regards to what's happening at the individual customer level.”

“But with our current battery technology, it would just be way too expensive To back up the entire electric grid. Plus, it would require more materials like lithium and cobalt than we have sitting around right now.”

“And then when we ultimately get to higher penetrations, that's where I would think we would start really seeing the V to G from a grid perspective, which I see as different from a vehicle to home perspective.”

“And that's not even really digesting the impacts for whatever they may be on, on the you know, large language model compute side of things, which is driving Demand bonkers right now.”

“It's trending that we would double this, we would need a grid, which is twice the size that it is today, by about 20, 45, twenty-fifty, roughly, given the growth rates.”

“Displacing lithium ion is going to be really hard. I mean, the grid markets are sort of the tail on the dog of the automotive markets right now driving the production of lithium ion at scale. And so, so the industry that we're in, the electric industry gets to…”

“Having more data centers on the grid is good because they use power 8007 60 hours a year. So there's more cost recovery for more infrastructure in more hours if you have more data centers.”

“Yes, I think that high load customers like manufacturing and data center operators can and will be a really big part of this moment in grid history. They will pay in Much of the incremental cost because of how they value time to power and total availability of…”

“Those were really targeted towards, you know, peak hours of the year, right? You know, maybe 40 to 60 hours a year where we were really just dealing with a really, you know, a heat wave. Now, obviously, we're seeing one, you know, more variable weather through…”