Jigar Shah

today.

And there's 100,000 megawatts, by the way, of space on the grid.

So GridCare just announced a deal with Portland General, where Portland General didn't know, but they had 480 megawatts of spare capacity in this one location.

And I mean, those guys are ecstatic because they're unlocking 480 megawatts.

They're going to be able to lower everyone's bills by 10% in Portland General's territory, right?

But

Because the left hand and the right hand don't talk to each other within the utility, they didn't know that they had that 480 megawatts there, right?

That's it.

Those are the two things.

Governors need to say, everyone's on an interruptible tariff.

I don't care how powerful you are and how much money you have to throw around.

And everyone at the utility has to share their data with these AI-enabled software packages that can tell us exactly where you can put more megawatts on the grid and lower everybody's bills.

John, does that fix it?

Yeah, you saw a big announcement between Strata Expanse and Available Infrastructure and Data Vault for a $5 billion rollout of distributed AI.

So it's happening now.

Well, when you look at Trump's first term, the clean energy industry really found its own during Trump won, right? And so, you know, my sense is that the deployment of clean technology is going to keep going. I think the real question is around what our leadership looks like around the world. And even there, I would say that people are continuing to clamor

for American technology in geothermal, in nuclear, in, you know, some of these other areas. And so, you know, I think that the pace may change a little bit and there's always ups and downs, but clean technology companies are crushing it right now.

Yeah, look, I think that when you think about what we've done to produce a modern lifestyle, we have burned things for hundreds of years, whether it was wood and then coal and then, you know, oil and natural gas. We have burned our way to a modern lifestyle. And I think... You know, then you had the Environmental Protection Agency, and folks said, we don't want to live in smog anymore.

And we developed a whole new set of technologies coming out of the 1970s. And today, these technologies are truly superior in many ways. So when you think about what is driving people, it is superior solutions that help solve other problems. It's not climate.

Well, I think of course it's all of it. If you talk to entrepreneurs like me and others, we are driven by solving problems for people. We were not driven by regulatory arbitrage or by figuring out how to mine tax credits within the Inflation Reduction Act. We're driven by the fact that we believe that these solutions are superior to what they're replacing.