Jon Parrella

If you look at what Jigar said before about, you know, if you look at like 95% reliability from a utility where you basically take the data centers off the grid during the five to seven peak hours of every day, in that situation, you could actually fit most, if not all, the data centers that want to be built on the grid today.

So it's really a path to how do you get to that, turning these data centers into grid assets instead of grid liabilities.

And that's a big part of what our product line does.

That's a big part of what we've been trying to tout from the mountaintop is there are ways to do it.

Google's trying to lead the way.

by looking at all different things, everything from Emerald AI to be able to curtail load, to shifting load, to everything else.

Now, batteries are playing a huge role in enabling that, and that's part of what we're doing is building proper grid scale energy storage that's long duration that enables the data centers to curtail load,

And then if they need to wield the generation assets, they have the ability to wield the generation assets.

It starts with them building behind the meter because the grid can't get there fast enough.

But if they apply as a either controllable load or responsive load or demand response programs, these huge liabilities become huge assets that will drive the price of power down.

I don't agree that it's the data centers that are driving the price of power up.

I think it's

the economy as a whole, okay?

Yes, the data centers are contributing to it.

No, I do not believe that everything that you see in the queue will be built.

You have a lot of people that don't have the financial wherewithal that are just trying to, you know, ride on the gravy train.

I think that the things that, for instance, ERCOT's enacting with deposits and everything else helps to weed out the fake ones and enable the ones that are real to get there faster.

I think those things need to be done.

And you've seen the president try to get FERC involved to accelerate because a lot of these grids are absolute clusterfucks.

I'm going to – I'll break it now.