regulators

4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Aug 4, 2023 by Rayford Smith · across every show →

Everything said about regulators, oldest first

Aug 4, 2023 negative
Insight
Rayford Smith: Utilities naturally prefer acting like low-innovation railroads
“And I think that utilities, like, their natural inclination is to be the railroad because that's the safe and it's the consistent thing that they've always done, and it's explainable to regulators, it's explainable to shareholders, to Wall Street, like, that, …”
Rayford Smith Aug 4, 2023 ▶ 18:51 With Great Power: What other industries can teach utilities about innovation
Jan 9, 2025 neutral
Assertion Not checkable as stated
Lafarge: Utilities are only just starting feeder-level modeling for DERs
“Being in real conversations with real utilities and regulators right now about, okay, which feeder? It is amazing in some ways how they're just starting to do some of that thinking and modeling.”
Pierre Lafarge Jan 9, 2025 ▶ 31:37 Making DERs work for load growth
Feb 27, 2025 neutral
Opinion
Datar: Cultivated meat regulatory approvals are investor milestones, not commercial rollouts
“I don't always know if the approvals are like the most significant thing. Like to me, they kind of read like a investor milestone more than a, oh, this is just like the last stop before we blow our product up on the market kind of thing.”
Isha Datar Feb 27, 2025 ▶ 33:16 Cultivated meat’s “trough of disillusionment”
Sep 10, 2026 positive
Assertion Supported
Kann: Utilities are asking regulators for rate cuts due to data centers
“We're now seeing the first, like, announcements from utilities of going to regulators and requesting rate decreases as a result of large loads in their territory. We've seen a few of those now.”
Shayle Kann Sep 10, 2026 ▶ 9:42 Do data centers actually increase electricity prices? No...and yes
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