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Arushi Sharma Frank
@ArushiSF
Energy-AI Category Creator, Investor. In the business of electron arbitrage across space & time. Classical dancer, liberal thinker. CSIS, C3 Solution, IHS.
1.2K Following    1.9K Followers
But the physics of grids are not that different. And every year spent rediscovering what dispatchability can do is another year of stranded infrastructure opportunity, unnecessary costs, and private capital waiting for both permission and a runway to solve a problem it already knows how to solve. This is the staggering opportunity cost of institutional inertia.
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@ArushiSF Be careful, he has a shirt with my face on it! That makes him my prom date.
A faster interconnection queue is not necessarily a better interconnection product that can be commercially developed, underwritten, and turned into reality. The longer we wait to recognize dispatchability attributes of flex loads, the worse off we’ll be: creating “paper compliance” with FERC Orders without commercially viable products.
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But the physics of grids are not that different. And every year spent rediscovering what dispatchability can do is another year of stranded infrastructure opportunity, unnecessary costs, and private capital waiting for both permission and a runway to solve a problem it already knows how to solve. This is the staggering opportunity cost of institutional inertia.
Show more
A faster interconnection queue is not necessarily a better interconnection product that can be commercially developed, underwritten, and turned into reality. The longer we wait to recognize dispatchability attributes of flex loads, the worse off we’ll be: creating “paper compliance” with FERC Orders without commercially viable products.
Show more
If you’re at the X Takeover today stop by the Rebellionaire booth!
@ArushiSF @JigarShahDC I needed this entire interaction so badly. Thanks to all, and have a great weekend!
#ClimateCapATX# 2023 #deploy# #tshirt# I bought two of these. One went to @ericwg and this one...my husband stole from me and wore in #ATX#. The 👕 drank while he drank, and his torso became famous. @JigarShahDC was super embarrassed when I posted this from my old account, but he must be over it by now? 😂
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@ArushiSF Be careful, he has a shirt with my face on it! That makes him my prom date.
I have thought this many times before ... and found it appalling that at the airport in Portugal they have a giant announcement saying "free water!" ..and that's because it's the only public fountain in the whole airport. Even in the nicest cities I'm getting handed the tiniest water bottles and I'm too dehydrated to go back there for a few months. 🫪
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This whole continent is dehydrated and over mineralized. If there is one root cause to their apathy, I believe this is it
How utility PMs look at you when you’re explaining you’ve purchased 2028 HV CBs for 100 kajillion dollars per unit and their next available outage slot is 2045
He's actually my recurring prom date so I object. Or, maybe, I agree?
Told @nerdalert on @Rebellionaire that the US News cycle is not great at capturing the *actual* abundance moments for steel in the ground, ⚡ in your house, or #EnergyforAI#. In the past 24 hours, TWO mega impact studies on AI, Grids, and Data Center Demand have come out. BOTH @Google funded. Have you seen anything in the "news"? This is a riot, and a travesty. Anyway y'all, that's why I tweet.
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It took me two years, four ventures, two mega grid program creation journeys, to finally sit down with @nerdalert. We covered somehow, six years of my working originating gigs of new steel for power and human resilience. Loved doing this, Matt is an incredibly knowledgeable host who is doing fantastic high-signal evangelism in a noisy space.
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I talked about this company on the @nerdalert latest pod for @Rebellionaire. What they're doing, is keep our ice cream cold, hospital machines humming, buildings resilient. Human-centric Infra category creation & refinement is a big part of everything I back. Talk to @powertownusa if you're new or old in this business.
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