electric grid
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 18, 2026 by Anjney Midha · across every show →
Everything said about electric grid, oldest first
Jun 18, 2026 positive
The most enduring electric grids pooled uncorrelated demand without owning assets
“In order, if you study, like, the history of grids, the most enduring ones were those that never owned their own assets. They were ones that had, ah, already often started with long-term anchors who are uncorrelated sources of demand”