
TIP202: Renewable Energy Investing w/ Bryan Birsic (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
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Is the Grid More Like the Internet of Energy?
The only reason we've had this centralized, incredibly fragile model is because the economies of scale of burning enormous amounts of coal in the middle of a field way outside of town. When you look at hydrocarbons, when you look at solar and moreover, as you look at batteries, they scale down beautifully. And if the costs are relatively similar, what you want is lots in lots of places, generating powerLots of places that are capable of storing,. lots of trading and information flow between them. That is the kind of grid that would accelerate the adoption of renewables and storage.
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