Casey Handmer

And it caused me to go and write a blog post.

So this is a good way of thinking about it.

That's much more recent, yeah.

That was after dinner, I think.

Yeah.

And to be fair, like, I usually am fairly clear in my blog posts if I'm posting or if I'm serious.

But this one, actually, I'm dead serious on.

It's actually the one where I'm...

It's like the most out of the money bet as well.

Like everyone else that I consider to be like a respectable forecaster in this area disagrees with me on it.

So that's one side.

Well, so the grid, we know where the grid is expensive.

It's a lot of wires strung up in like hard to reach places that are hard to maintain, especially as, you know, the workforce ages and regulations and all the rest and eminent domain and so on and so forth.

Okay.

So grid's not going to get cheaper anytime soon or easier to build.

And if you look at the projections of like how much grid, you know, DOE would have us needing to build in the next 10 years versus how much actually being built, it's like, it's not even in the same order of magnitude.

So you say, well, are we totally screwed?

The answer is no, we're not totally screwed because batteries actually do the same job that the grid does.

But this is kind of weird to hear me out.

The grid transports power from one place to another.