Michael Kratsios
๐ค SpeakerAppearances Over Time
Podcast Appearances
Legislation or rules around child safety was on that list.
The rules around permitting of data centers and build outs are continuing to be something that states should look at.
So there are a few things that were enumerated, but that's the kind of stuff that I guess Dave and I are going to be working through.
I don't know if you have any thoughts on that.
And I think what we're seeing is that we need to share a good story about how ultimately this build out is going to be net positive for American rate payers.
And I think sometimes if you're in a small community and someone shows up to build a data center, I mean, you have to make it clear that ultimately this is something that's going to actually lower your rates long term.
And the president put out a truth last Monday where he was, as David said, very clear that, you know, if you're going to build a data center, you have to pay your own way for it.
And Microsoft has stepped up.
And our hope is that many others will do the same.
And I think what a great policy change has made under this administration, the Biden administration had, as a matter of policy, had made it such that you couldn't do this behind the meter energy generation.
If you wanted to bring your own power, you couldn't.
You had to be part of the larger grid.
So I think that rule has changed by Secretary Wright and by FERC to kind of allow this to happen.
And I agree with David.
I think once you have sort of greater scale in the power generation, you'll be contributing back into the grid in a way that benefits ratepayers.
The one area I think a lot about is AI for science.
And back to David's initial point about the progress we've seen in these frontier models, I think the very early ones sort of started with just general knowledge.
And you have to go back and understand, like, why?
And the question was, what was the data available for those model builders to start training their models?
And for the early ones, you could just scrape the Internet and just kind of cram everything to a model and train it.