Scale Microgrids

4 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Oct 26, 2023 by Tim Hade · said 21 times in 10 episodes since 2023 · across every show →

Mentions by year

brought up most by Tim Hade (6), Shayle Kann (5), Daniel Waldorf (2), Stephen Lacey (1), Jake Elder (1), Duncan Campbell (1), Andy Lubershane (1)

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2026 2 mentions in 2 episodes 1 per episode
2025 5 mentions in 5 episodes 1 per episode
2023 14 mentions in 3 episodes 5 per episode

every mention, scene by scene, with the transcript →

Everything said about Scale Microgrids, oldest first

Oct 26, 2023 bearish
Assertion Supported
Hade: Switchgear lead times surged from 20 to 60-70 weeks post-COVID
“Which is typically, like, 20 week lead times on Switchgear. That was kind of what the market was before COVID. Today, it's more like 60 to 70 weeks.”
Tim Hade Oct 26, 2023 ▶ 12:50 The market for microgrids
Oct 26, 2023 neutral
Assertion Not checkable as stated
Hade: Economic 24/7 commercial resilience currently requires fossil generation
“I think if you think about an economically viable way to provide commercial and industrial facilities with the type of resilience that most of them are looking for, you're using fossil gas or natural gas or freedom gas plus solar and storage or diesel or propa…”
Tim Hade Oct 26, 2023 ▶ 29:46 The market for microgrids
Oct 26, 2023 bearish
Assertion Not checkable as stated
Hade: Clean long-duration storage is not remotely economically viable today
“So we're looking into things like, you know, iron air batteries, and nickel hydrogen batteries, and you know, hydrogen as a consumable fuel, right? But nothing even, like, comes remotely close to being economically viable right now for us, right? And so maybe …”
Tim Hade Oct 26, 2023 ▶ 31:34 The market for microgrids
Mar 12, 2026 positive
Assertion Supported
Elder: Stripe and Scale study found 1TW+ off-grid potential in Southwest
“There was this foundational study that came out about two years ago that was co-authored by Stripe and Paces and Scale Microgrids, and they found over a terawatt of opportunity in the American Southwest alone, with high levels of renewable development being ab…”
Jake Elder Mar 12, 2026 ▶ 18:58 AI scaling pathways: on grid, on edge, off grid, off planet
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