David Energy CEO James McGinnis explains how direct-to-consumer, plug-in energy storage products bypass traditional permitting, electrician labor, and customer acquisition costs.
0:00 / 0:34exact quote · 34.8s
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“Permissionless can effectively Put that to zero. Because two of the big components there are three of the big components are permitting labor and CAC. And so think about a buy online motion where a consumer is just going to Amazon and buying one of these and plugging them in themselves. That totally removes CAC and soft costs. And then also based on all the regulation that's being worked on now is the permitting side of things you know, can go away as well. So, half of the cost in a residential install you could think of as basically being gone.”
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More from James McGinnis
PredictionNot checkable as stated
McGinnis: Rising electric bills will drive mass adoption of DIY plug-in energy
“The more that we see bills go up in the U.S., regardless of what the rules out there are, people are gonna go on Amazon, they're gonna start buying the stuff, they're gonna start plugging it in, and so I think this is coming one way or another, and it's really…”
James McGinnisJan 29, 2026▶ 25:59The rise of permissionless DERs
PredictionOpen · timeframe Jan 2036
McGinnis: US will deploy tens of gigawatts of plug-in DERs by 2036
“Again, if you look to Germany, like, doing a gigawatt in a handful of years in what is a much smaller, you know, country than ours, it wouldn't shock me to see tens of gigawatts deployed in the next five to 10 years in the US where that's actually making a mea…”
James McGinnisJan 29, 2026▶ 30:22The rise of permissionless DERs
AssertionContradicted
McGinnis: Current NEC Guidance Permits Behind-the-Meter Plug-In Batteries
“At the sort of electrical code level, these are, this is already allowed under the current guidance, and there are many products that support that. So from that lens, you could say in most places you can go out and buy these things and plug them in in whatever…”
James McGinnisJan 29, 2026▶ 10:42The rise of permissionless DERs
AssertionSupported
McGinnis: 24 US States Have Introduced Plug-In Grid Export Bills
“A lot of the attention that's happened recently around regulations is specifically there's bills now introduced in I think it's up to 30 states, or sorry, 24 states with maybe 30 soon Introducing bills where you can actually export to the grid through these de…”
James McGinnisJan 29, 2026▶ 10:58The rise of permissionless DERs
AssertionPartly supported
McGinnis: Standard 120V and 240V outlets are pre-existing bi-directional grid interconnections
“The 120 volts or the 240 volt outlet is a pre-existing bi-directional interconnection point on the grid that you can actually push power into, and it's safe to do so at the circuit level.”
James McGinnisJan 29, 2026▶ 6:43The rise of permissionless DERs
AssertionSupported
McGinnis: State Plug-In DER Legislation Typically Caps Grid Export at 1.2 kW
“A lot of these rules that are being introduced in past are focusing on anything up to typically, 1.2 kilowatts is, You can export that amount from a meter from a home, and it's really even narrowly focused on consumer applications.”
James McGinnisJan 29, 2026▶ 11:45The rise of permissionless DERs
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