power grid

“Over the years, we've seen massive renewable energy projects that were built and not connected to the grid for a long time. We saw large, sustainable buildings and supposedly eco-friendly cities that were sitting empty, and much of this development happened in…”

“The fact that you can get a machine learning algorithm that learns to do something nuanced from data and does it right most of the time doesn't help you in those times when it does something wrong that one time that really blacks out your grid. So this is wher…”

“Conditioned or not conditioned on AI, P-Doom is high for the grid, right? We are dealing with climate change and extreme events. We are dealing with a lack of, you know, planning for these things as we saw in Texas, for example. So I don't know that AI increas…”

“What you end up doing is stacking a lot of hardware defined limited investments on top of each other. And you end up with a grid that's not Modernizing quick enough. It's expensive because ultimately in the bigger picture, that's a more expensive way to do thi…”

“And now most serious people who are studying this say we can handle on a lot of grids, 80% renewable energy.”

“No one has the incentive to actually fix the problem, and that's why it won't get fixed.”

“Load will come to generation, right? So load is going to move toward the generation because the grid isn't going to be able to deliver that generation. And that's, you'll see it most, in a most pronounced fashion in these new industries because they don't have…”

“Distribution grid investment was greater than transmission investment, and so distribution investment was about a hundred and seventy-three billion, where, in 23, whereas transmission was one thirty-seven billion”

“We'll find a way to make more chips. There's a lot of capital in that space. I, I'm more concerned about can the electrons keep up with the growth.”

“And then in the long term, you have multiple gigawatts of space between projected demand. Even if we're wrong about the most bullish projections, there is still gigawatts of gap Between planned retirements on the supply generation side and, ah, what we have co…”

“And so if you just keep compounding that, this will break at some point, and you will see commercial and industrial loads going behind the meter. You will see more mini-grids. You will see more islanding. You will see more decentralization of this, like, two t…”