David Groarke

Managing Director, Indigo Advisory Group · 1 appearance on the record.

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David Groarke specializes in decarbonization, grid modernization, and the deployment of digital and artificial intelligence technologies across the power and utilities sector. Prior to Indigo Advisory Group, he held roles in Accenture's and PA Consulting's Global Energy Practices and led research at Greentech Media Research.

14statements → 11claims → 10claims resolved → 90%fully supported → 3.79/5average certainty → 1.64/5average debate potential → ≈4.5/5argument clarity, estimated →

9 supported 1 partly supported 0 contradicted 1 not yet assessed how the 11 claims stand · each chip opens the sources

11 assertions · 1 opinion · 2 insights · every statement was checked. The predictions and assertions are the 11 claims: statements the public record can support or contradict. 10 are resolved, 1 is not yet assessed. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how David argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported

Groarke: Power delivery infrastructure cost nearly equals generation cost

“Just the cost of infrastructure needed to deliver power is nearly equal to the cost of generating power itself, right?”

David Groarke Mar 8, 2024 ▶ 7:05 The early days of AI on the grid

Expressed certainty vs assessment result

none yet certainty 1

none yet certainty 2

75% certainty 3

100% certainty 4

none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of David Groarke on measured tape to publish a rate. This says nothing about how they speak.

What they said14 Episodes1

Everything David Groarke said on Catalyst that made the record, most notable first. Filter by type, assessment or year in the ledger →

Opinion

Groarke: AI is not creating a massive new utility market

“I can't say that there is an enormous new market emerging because of AI. As a result, I think AI is kind of riding the wave within the sector.”

David Groarke Mar 8, 2024 ▶ 32:34 The early days of AI on the grid

Insight

Groarke: Modeling grid physics is the primary barrier to full automation

“The primary reason why, you know, we're not on a path Towards, you know, full automation, and there's, you know, been a spade of use cases launched is just modeling grid physics accurately is incredibly difficult, right, for an algorithm. So, you know, solutio…”

David Groarke Mar 8, 2024 ▶ 9:50 The early days of AI on the grid

Assertion Open · timeframe Mar 2034

Groarke: Half of the utility workforce will retire in 10 years

“50% of the workforce is going to retire in the next 10 years. You can see that happening right now. So you have this kind of field technicians are leaving, right?”

David Groarke Mar 8, 2024 ▶ 12:18 The early days of AI on the grid

Assertion Supported

Groarke: Power delivery infrastructure cost nearly equals generation cost

“Just the cost of infrastructure needed to deliver power is nearly equal to the cost of generating power itself, right?”

David Groarke Mar 8, 2024 ▶ 7:05 The early days of AI on the grid

Assertion Partly supported

Groarke: Power sector OPEX is increasing about 14% annually

“OPEX costs are up about, you know, 14% a year.”

David Groarke Mar 8, 2024 ▶ 7:15 The early days of AI on the grid

Assertion Supported

Groarke: Utility LLM use focuses on enterprise tasks, not grid operations

“We're seeing some application of LLMs across the industry, but usually at the enterprise level around regulatory documents around, you know, generating text or guidance. Less on the actual power sector side of the operation itself itself.”

David Groarke Mar 8, 2024 ▶ 14:31 The early days of AI on the grid

Assertion Supported

Groarke: AI predictive maintenance cuts utility equipment downtime by up to 50%

“You can reduce downtime Of some of these critical components by like, 30, 50%.”

David Groarke Mar 8, 2024 ▶ 25:53 The early days of AI on the grid

Insight

Groarke: Grid startups focus on edge applications while conglomerates dominate core operations

“I think most of the startups we found were playing in the Dior integration space or EV charging management place. We saw some startups in the Enterprise type of use case space even looking at regulatory documents with LLMs, for example as you go down the list …”

David Groarke Mar 8, 2024 ▶ 31:52 The early days of AI on the grid

Assertion Supported

Groarke: US smart meter penetration is over 70%

“All of these smart meters were at over 70% smart meters in the US.”

David Groarke Mar 8, 2024 ▶ 4:23 The early days of AI on the grid

Assertion Supported

Groarke: PG&E had a $1.3B wildfire rate case in 2022

“PG&E in, in, in 2002 22 had a 1.3 billion dollar rate case, right, for the wildfires that happened that year over a three-year period.”

David Groarke Mar 8, 2024 ▶ 17:38 The early days of AI on the grid

Assertion Supported

Groarke: Utilities spend billions annually on vegetation management

“Anything that helps vegetation management, which utilities spend billions a year on collectively is interesting.”

David Groarke Mar 8, 2024 ▶ 17:58 The early days of AI on the grid

Assertion Supported

Groarke: Duke and SCE use live AI for customer EV detection

“So that non-intrusive load monitoring, using external data, identifying consumption, and selling new products and services is happening now. And that's live at utilities, right? Just like the wildfire example there's live at Duke and Southern California Edison…”

David Groarke Mar 8, 2024 ▶ 22:42 The early days of AI on the grid

Assertion Supported

Groarke: Utility AI startups raised $1.5B across 80 rounds since 2021

“Startups received 1.5 billion, right, from 80 rounds of funding in related to those deployments since twenty-twenty-one.”

David Groarke Mar 8, 2024 ▶ 30:38 The early days of AI on the grid

Assertion Supported

Groarke: Grid data lacks the coverage required for real-time automated decisions

“The data right now is, is not available, right, for, let's say, real-time decision-making across the grid, right? Like, what we have is AMI, right, which is minutes to hours. We have SCADA, which is, you know, seconds to minutes, and then we have PMUs, which a…”

David Groarke Mar 8, 2024 ▶ 35:17 The early days of AI on the grid

Appearances (1)

Episode	Date	Speaking time
The early days of AI on the grid	Mar 8, 2024	23m

David Groarke

The record, in short

Their most notable supported claim

Expressed certainty vs assessment result

How they sound: not measured why? →

Appearances (1)

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