Groarke: Grid startups focus on edge applications while conglomerates dominate core operations
David Groarke · The early days of AI on the grid · Mar 8, 2024 · at 31:52
David Groarke analyzes the market division between early-stage AI startups and legacy grid conglomerates like Siemens, Schneider Electric, ABB, and GE.
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“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 from the grid edge and the customer into core utility operations, that becomes more grid joint focused you know, around fault and outage management detection and so on.”
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