Irreconcilable Differences

"Consider the challenge of satisfying the seemingly insatiable demand for electricity to power supercomputers for artificial intelligence (AI). The base assumption of most analysts is that this trend must surely be bullish for grid operators, as incremental demand for electricity should drive growth and excessive profits for the otherwise sleepy industry.

...

Once liberated from the constraining assumption that electricity can only be sourced from grids, all manner of barriers dissolve. If data centers can source captive electricity, owners no longer need to concern themselves with grid connectivity backlogs, transmission issues, and federal government oversight."

"Consumer Regulated Electricity" (CRE) is about creating policy to enable off-grid solutions at massive scale to achieve the benefits of massive scale: lower cost, higher reliability, and smaller environmental footprint. Contact us to learn more about CRE.

(Thanks to Benjamin Nadelstein's podcast https://youtu.be/K2e6N9C1ubs?si=HnjqeqhJPQ8y2vTQ where I learned of this paywalled post.)

https://newsletter.doomberg.com/p/irreconcilable-differences