Insight
Bhatraju: Utility payment history beats FICO scores for clean energy financing
“What we have found is that on-time payment history can be a better indicator of future payment history than something like a credit score or FICO score”
What-if
Bhatraju: Arcadia remains valuable even if all utilities build APIs
“If tomorrow we woke up and every utility in America
Created like an incredibly well-documented API for their utility.
We would still provide an incredible service that is a single meta API for all thousands of those, just with probably better data being piped …”
Opinion
Bhatraju: Green Button initiatives suffer from poor UX and utility execution
“Green Button and some of the other attempts, at the end of the day, they all suffer from poor customer experience, limited data availability Fairly weak service quality, and sometimes all three you know, wrapped and packaged and utilities were sort of promised…”
Assertion Not checkable as stated
Bhatraju: Most enterprise ESG accounting software relies on estimates, not data
“A lot of these companies that are approaching the enterprise, fortune The E in your ESG they're mostly running off estimates, right?”
Assertion Not checkable as stated
Arcadia: A major EV OEM uses its API to calculate charging rates
“One of the larger EV OEMs, as you pull up their app to charge they're actually pulling from our API, whether, again, whether you live in, you know, Kentucky, DC, California, all the different rate structures available to you so that you can get the cheapest ch…”
Insight
Bhatraju: Requiring 12 past utility bills causes massive solar funnel drop-off
“When you look at any rooftop solar company's funnel, there's a huge drop-off when the salesperson, you know, they come to your door, they say, we'll get you cheaper solar, put it on your roof. Then they say, can you print out 12 of your past PDF utility bills?…”
Opinion
Bhatraju: Utilities should set a single standard for intraday carbon intensity
“There needs to be a single standard, and I actually see this as where the utilities role is, of, like, what is the single standard on a utilities distribution grid of the carbon intensity in an intraday period? Like, I think they should own that. Someone shoul…”
Insight
Bhatraju: Rooftop solar should be the entry point to whole-home electrification
“I think, you know, rooftop solar companies do this amazing feat, which is sell someone a 20, 25 year power plant on their roof. But it really should be the entry point to whole home electrification, all those little products stacking up value and management fo…”
Prediction Not checkable as stated
Bhatraju: Home energy sector will shift from single devices to full-home managers
“I see the sort of us going through a period of everyone attacking, you know, their product, their device, trying to own the customer to then these full-fledged, like new energy managers. That are sort of fully managing the home.”
Disclosure
Arcadia maintains database of over 200,000 U.S. utility rate structures
“We have today, at least just in the U.S., a database of over 200,000 different tariff and rate structures.”
Assertion Not checkable as stated
Arcadia: Community solar is the company's largest vertical to date
“Today you know, our biggest vertical to date has been community solar.”
Disclosure
Arcadia positioned itself as picks-and-shovels infrastructure for home energy data
“We at Arcadia decided that we just wanted to be the picks and shovels while folks sort of figured this out.”
Disclosure
Bhatraju: SunPower uses Arcadia data for residential solar proposals
“So some power uses our data
Around their solar proposals.”
Assertion Supported
Bhatraju: Arcadia and Urjanet reach 9,000 utilities across 52 countries
“So with the combination of Virginette, we're able to pull, again, you know, 52 countries, like 9000 utilities around the world.”
Disclosure
Arcadia is expanding its platform into commercial buildings
“Part of where we're going as a business, though, is expanding into small commercial and commercial buildings where there's just so many more options and use cases depending on what the business is doing and what they can do to a building.”
