electrical grid
4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Oct 4, 2024 by Sam D'Amico · across every show →
Everything said about electrical grid, oldest first
Oct 4, 2024 positive
Sam D'Amico: 8-10 kWh per home drastically cuts grid blackout risks
“If you distributed like over 10 kilowatt hours per home in the U S like. You can ride out pretty major like outages. And the big story with like a heat wave is heat waves are really bad for the grid because essentially everyone's turning their AC on full blast…”
Feb 14, 2025
McCormick: Electricity is not getting cheaper due to rising transmission costs
“Electricity is not getting cheaper though, because transmission ends up getting more and more and more expensive over time. So like getting it from point A to point B, there's like long delays on the interconnect queue. It takes forever to build transmission. …”
Oct 8, 2025
Aug 3, 2026 negative
Lopez: Competing home batteries target wealthy buyers and neglect the grid
“So if you look at other competitive battery products that are like sold mostly to wealthy people at very high costs, they're like small, typically wall mounted, take a long time to install and aren't really focused on supporting the grid.”