Patrick O'Shaughnessy

I'm sure there's parts of it that are old, aging, suboptimal.

If you started today, you would do it differently.

Talk about the health of the actual infrastructure itself.

perfect time to describe what it is that you're building and why.

So maybe start with the basics, literally what it is that your product does and what you hope the company does over time.

We're going to go into lots of detail about it, but maybe just start at the highest possible level.

Pretty clear value prop to the homeowner.

There's a much lower cost way of always knowing I'm going to have power.

And then my cherry on top is that I pay a little bit less for power.

That seems like a straightforward trade-off.

Say more about the other side of the equation.

Like you said that you use the battery to support the grid.

What does that literally mean?

And we think obviously the returns will be much higher as a result.

I want to zoom in on the moment where you're discharging the battery.

Energy is flowing out of the thing that you've filled up to give power to some other point that's demanding it on the grid.

What is the competition for that?

So it's coming from there instead of from somewhere else.

Talk about the competition for that specific discharge of power.

Who's bidding?