grid giants

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 8, 2024 by David Groarke · across every show →

Everything said about grid giants, oldest first

Mar 8, 2024 neutral
Insight
Groarke: Grid startups focus on edge applications while conglomerates dominate core operations
“I think most of the startups we found were playing in the Dior integration space or EV charging management place. We saw some startups in the Enterprise type of use case space even looking at regulatory documents with LLMs, for example as you go down the list …”
David Groarke Mar 8, 2024 ▶ 31:52 The early days of AI on the grid
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