Elastic Energy

If you’re not physically rerouting electrons at massive scale (an enormous quantity of energy). You’re not going to make it.

This is the future of energy distribution in America. This is how we will unlock another terawatt on our existing grid. - Energy agents become standardized and as ubiquitous as smart meters - Energy agents fully define site capabilities, interconnect, energy storage, etc. - The very best agents will include hardware to sense grid conditions to feed into the network, validating physical transactions of electrons and quantifying headroom along every line mile. - Every site has a local API that provides real-time, first principles, site-specific demand curves, price sensitivity, and ramp rates for every minute of the next 48 hours. - Offtakers like data centers and ISOs source capacity by searching for a best-fit aggregation of sites with the right combination of dispatch MWs, speed, and price Because all of the above requires savvy most site operators (home owners, facility managers) don't have, they are prime targets for entities like Base and Sunrun to acquire. There will be fewer freelance network participants, and the larger aggregations will be at billion-dollar scale. This will be an ultra-connected, automated, agent-friendly network of energy. It will completely eliminate the need for ADMS and humans in control rooms at the distribution level - the marketplace is the internet and wires, and information is distributed uniformly via broadcast and imminently discoverable by nearby agents, who handle almost all sourcing and forecast planning through adversarial market-making. A huge amount more capacity gets unlocked, because this system innately resolves to ultra-low costs in non-congested times and high rewards for curtailment during congested times. BTM storage, generation (solar, gas, or SMR), and flexible compute, in the right locations, become highly incentivized. This future is created by the organic, inevitable evolution of an information-dense internet of energy and the agents that use it. Sites that don't have them become rounding errors, and transaction volume concentrates among the sites that do. This doesn't require new utility software, or new VPPs, or private wires. Just a small number of highly competent participants who lean in and serve this new ecosystem as it develops.

any compute clusters in south texas that could use an extra 10-50MW of peaking headroom? hmu

re: sub-par hardware

coming to a DERVOS near you