intermediaries

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Jan 26, 2023 by Shayle Kann · across every show →

Everything said about intermediaries, oldest first

Jan 26, 2023 bearish
Opinion
Kann: Thermostat grid value cannot support multiple layers of intermediaries
“The amount of economic value you can extract from a thermostat in response to grid signals is not nothing, but it's not enough to allow for, you know, three different intermediaries to take a slice of the pie.”
Shayle Kann Jan 26, 2023 ▶ 12:58 The journey to monetizing DERs
Oct 3, 2024 negative
Assertion Not checkable as stated
Apley: Very few carbon removal intermediaries can sign offtakes beyond 2030
“A lot of the intermediaries today in the market, they don't have the balance sheet of a Microsoft or JP Morgan. So, so not all of them are really credit worthy of worthy off takers over a period of 1015 years. And many of them come from an environment where th…”
Andreas Apley Oct 3, 2024 ▶ 32:51 DAC’s bumpy road to commercial scale
Jan 2, 2026 neutral
Assertion Supported
Battaglia: Mobile weather apps rely on intermediaries to process NOAA data
“When you look at the app on your phone and you see, you know, the chance of precipitation, that's not coming directly from [458] Peter Battaglia: NOAA, that's coming from other intermediaries that are, like, taking, you know, local weather station data and oth…”
Peter Battaglia Jan 2, 2026 ▶ 7:30 How AI is changing weather forecasting
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