electric grid

“Opportunities then for these charging stations to essentially participate as, you know, wholesale power plants, right? Providing storage services to the grid, that sort of thing.”

“And even if it's true that right now, if you look at the national grid, the gas stoves are slightly, slightly better. As the grid gets greener, which is happening every day that's not going to be true for very long.”

“And then the last thing I would say, it is very obvious to everyone that electric vehicles will break the current grid. It is not possible to do what we're currently doing, letting people just charge whenever they want, do whatever they want, whenever they wan…”

“And if you look at all of those assets, so all of these small scale assets, Those are really going to be the future of how we balance the grid in the next 10 years. They're going to account for anywhere between, like, 30 and 50% of total system capacity.”

“And with technologies like generative AI, there's a lot of, you know, flashiness and sort of jumping on the hype train, but I do sincerely worry that this will lead to an AI winter if a lot of those, you know, if we see a lot of, you know, hype and unscrupulou…”

“So we need to now take the next step in investing, and that's not 10% more data capture processing power. That is orders of magnitude more data and processing power.”

“We've retired roughly 200 gigawatts of coal in the last twenty-ish years or so. Most of that has been replaced by natural gas, but that is not growing as fast as it probably needs to sort of maintain the reliability levels of the grid overall.”

“There are multiple days of interminencies associated with any of the types of those kinds of generation wind, water, or solar, and so solving those becomes a key challenge for getting to a very deeply decarbonized electric system.”

“You can do that a lot more cheaply, it turns out, when you're tapping into stuff that people are buying anyway.”

“But an autonomous super brain for the electric grid is a long way off if it ever fully materializes.”

“One of the problems with solar is you're really peaky in the middle of the day, but when you add trackers, you're almost flat over the course of the day. And this is a huge deal for building a new kind of grid based on solar.”

“What popped out of that analysis was very clearly, if you can make a battery for a hundred, for 20 dollars a kilowatt hour, you get the hundred hours and you have a very entitled place to bring a ton of value to the grid. It is differentiated. It enhances the …”