Casey Handmer

But let's just say you need four nines of uptime.

In order to achieve four nines of uptime in the middle of winter, you need to have a lot of solar overbuilt.

Is solar overbuilt a bad thing?

No.

Is the fact that we produce 40% more food than we need a bad thing?

No.

It's much better than producing 40% less than we need.

And it just means that, effectively, you have a giant captive power plant attached to a data center that...

99.9% of the time produces more power than it needs.

And 99% of the time produces much more power than it needs.

And that can now actually be the source of power that the local utility, instead of being like, naughty, naughty data center, you must disconnect.

When we tell you to, they say, hey, data center, I notice you've got like a bunch of power you're not using 360 days of the year.

Would you mind ever so much if we threw a power cable over the wall and we powered our entire town?

off your spare power at essentially zero marginal cost plus whatever residential batteries that we need in addition to local power supply.

Yeah, but also, like, the market will be made at the place, like, the new marginal, like, consumption and production, right?

So, like...

All the people who are working in the space right now are like, oh, I'm in the business of delivering power or storing power.

I'm going to serve the AI market because that's where all the growth is occurring.

That's where all of US GDP growth is occurring right now.

It doesn't need to be contiguous.