grid
also referred to as: the grid
13 statements across 10 episodes · 5 bullish · 5 bearish · 10 people on the record · first statement Feb 8, 2023 by Julian Spector · across every show →
Everything said about grid, oldest first
Feb 8, 2023 positive
Spector: Using existing home devices for grid flexibility beats complete rebuilds
“You don't need to overhaul the home entirely. You can take devices people actually have already and make some use out of them for the grid. It's a more modest goal, and I think more realistic than swapping out the entirety of the built environment for somethin…”
Oct 6, 2023 negative
Nov 3, 2023 bearish
Nov 15, 2023 neutral
Dec 12, 2023 bearish
Feb 15, 2024 bullish
Downing: VPPs are hard physical assets aggregated via software, not abstractions
“People misunderstand the word virtual to mean, you know, not real. When these are hard assets on the grid, it's not phone calls anymore. It's software integrations, and it's large aggregations of small resources that really add up to something very valuable.”
Apr 17, 2024 neutral
Bhargava: Automakers do not care about grid integration for EVs
“These are mobile, flexible energy resources, and so their mobility comes first and foremost. It is a device not built for energy purposes. Please deal with the automakers. They will tell you how much they do not care about the energy parts. First and foremost,…”
May 8, 2024 positive
Bowe: Electric utilities have been remarkable at integrating clean energy resources
“I think, ah, utilities have been remarkable at the ability to integrate clean resources. I think you know, we just gotta be able to get more online, and there are some fundamental constraints to that within our existing grid.”
May 21, 2024 bearish
May 21, 2024 neutral
May 21, 2024 bullish
Janus: Utilities Can Meet Load Growth Without Heavy Natural Gas Buildout
“I think we can. I think there is a lot of levers that we have at our disposal, you know, and I have, I've had empathy for my friends in the southeast. I know that they're under a lot of pressure, and I know that, you know, they, they're at the tip of the spear…”
Jun 25, 2024 negative
Phillips: Legacy smart meter architecture cannot support real-time grid visibility
“Low-resolution data sent up to the service provider, made available later on, and look, there's some things you can do with that, but you just can't have a real-time, consumer-facing app, and then you can't see the grid in real-time from the edge either.”
Jun 25, 2024 positive
Phillips: High-resolution meter data enables real-time grid fault detection
“What we've learned since then is that same high-resolution data lets us see, ah, the grid from the edge, lets us see transformers arcing, lets us see vegetation hanging power lines in real-time. That only happens through high-resolution data.”