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transmission capacity

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Nov 3, 2022 by Liza Reed · across every show →

Everything said about transmission capacity, oldest first

Nov 3, 2022 bullish
Prediction Not checkable as stated
Reed: Decarbonizing the grid requires at least doubling transmission capacity
“The scale that we need to decarbonize the electricity system means we need to get twice as much transmission capacity or more. In the coming decades.”
Liza Reed Nov 3, 2022 ▶ 38:32 Getting more energy on the wires
Mar 12, 2026 neutral
Assertion Supported
Elder: Interconnecting gigawatt-scale data centers takes 5 to 7 years in many markets
“How, how long can we, how much time will it take to build out the transmission capacity necessary to interconnect these mega sites, gigawatt scale sites to new power supply, ideally, you know, carbon free power supply. And in many markets, right, that's runnin…”
Jake Elder Mar 12, 2026 ▶ 5:55 AI scaling pathways: on grid, on edge, off grid, off planet
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