Q my world is a pretty small portion of the world. And broadly, I think even in data center universe, it has not really been considered very much yet. Like mostly it is, we're going to build a data center. Can we get grid capacity? If not, can we build a big gas turbine? Um, and so my argument is, because of all that, it is still under-hyped as of today.
A Yeah, that's an interesting perspective. I would say in my world, which is a little bit broader because I talk to policy folks, and I talk to big businesses, and I talk to VCs, is that it actually used to be more hyped because it was one way in which everybody was justifying having all these big renewables goals being set up because, look, don't worry about it. I know it is variable, but we'll have these technologies that are just going to come Online within the next few years, and they'll make it easier to manage this variability in renewables. At that time, it was pretty hyped. Now, I would say it's underhyped, because it's not something people talk about that much, but those solutions are actually starting to bubble up. So we had the CEO of Octopus Energy, which is the largest utility here in the UK on the pod, and this year, they've launched a BYD lease program, where you can just Pay monthly to get a BYD electric car, and they would give you 12,000 miles of free range in a year, as long as you make sure that you put your car Into the charging port whenever you're home, because they'll use the car for a virtual power plant, essentially. Um, that sort of thing is now becoming very frequent. Like, I get text messages from Octopus Energy saying, hey, 12 PM to two PM today, free electricity, use all you want. Um, and so, I feel like now those technologies are here, and they can…
AI assessment note: “Now, I would say it's underhyped, because it's not something people talk about”