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Is There a Competitive Advantage in Electrifying Cities?
There is a huge potential to electrify tens hundreds of thousands of houses and homes and buildings, ye, i think, in silicon valley. We flipped that on its head and said, we're going to start with the lowest income people first. And so that has been a painful journey. But now that we've seen a little bit of success, yes, we do have a competitive advantage," he says.