Josh Wong, CEO of ThinkLabs, references data from a public study with Southern California Edison regarding distribution-level grid connection volumes.
Assertion Not checkable as stated
Wong: ThinkLabs cuts nine-month grid interconnection studies to under 10 minutes
“So studies that would take previously nine months, right, as I mentioned, interconnection studies, now it takes us only a matter of a couple of minutes, like 10 minutes or less.”
Opinion
Wong: AI has higher potential upside in grid operations than planning
“I think it is the complete opposite. I think the potential is even higher.”
Opinion
Wong: The grid has enough latent capacity for most data centers today
“So let me just make a statement here, which is, I believe the grid has enough existing latent capacity to connect the majority, if not all of the data centers today.”
Assertion Supported
Wong: Transmission interconnection studies take 6-9 months and cost $250K
“I think most utilities are talking about six to nine months to perform one of those studies, and it's a one-time, right, so risk of restudies will compound that, and it does cost internal utility, typically a hundred, A couple of 100,000 dollars. The typical b…”
Assertion Not checkable as stated
Wong: ThinkLabs' physics-informed AI models are deterministic and cannot hallucinate
“So our models actually can't hallucinate. It's actually deterministic. You ask it the same thing, it will give you the same answer all the time.”
Assertion Not checkable as stated
Wong: ThinkLabs trains state-sized utility models in 10 minutes for $5
“And we have done that for multiple large IOUs now, a couple of thousand buses, it takes us about 10 minutes per training run. For a Powerflow model the size of a state, typically. And that 10 minute training run cost maybe five bucks of compute. And we were ab…”