Insight certainty 4/5 debate potential 2/5

Nilekani: Energy transition venture opportunity lies in distributed 'little energy'

Nandan Nilekani · Nikhil Kamath x Nandan Nilekani | People by WTF | Ep #3 · Nikhil Kamath · Sep 14, 2024 · at 1:05:15

Infosys co-founder Nandan Nilekani provides investment heuristics on the energy transition to Nikhil Kamath, distinguishing centralized grid infrastructure from distributed consumer energy markets.

0:00 / 0:17exact quote · 17.6s
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“So we had to figure out, see there's two, there's big energy and little energy. Big energy is the grid. Little energy is thousands of homes having batteries and rooftop solar. So the opportunity is actually in, in this little energy where there's lots of players and how do you make that efficient? How do you create markets there?”

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