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DER Task Force

Latest episodes

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Jan 20, 2023 • 1h 45min

#30 Arcady Sosinov, Founder and CEO of FreeWire

The crew is back with another episode, this time sitting down with Arcady Sosinov, Founder and CEO of FreeWire. In this episode we talk about doing things that really, really don’t scale, gearheads in an EV world, utility vs O&G company cold war + the breakdown of 7 Powers in an abundant energy future, FreeWire’s core product innovation and the value of juicing utilization, finally a charging solution for non-suburbs, trojan horsing batteries into your local Wendy’s, the rise of permission-less DER deployment and how utilities will react, the equity questions around rate-basing + EV charger deployment, collecting tax credits like Pokemon, avoiding space-time continuum rips at all costs, and some…questionable… big shouts. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe
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Jan 10, 2023 • 1h 52min

#29 Sam D'Amico, CEO & Co-founder of Impulse Labs

We’re back! This time we sit down with Sam D’Amico, CEO and co-founder of Impulse Labs, an induction stove start-up based out of San Francisco. Listen on for nearly 2 hours of physics, macro, cooking, and much more: * (1:30-22:45 ) Getting DER-pilled (thermal events anyone?), nerding out about college extra-curriculars, Sam’s favorite DER and James’ public retraction, breaking out the old charcoal grill with the boys* (22:45-30:29) When are we finally getting fusion?* (30:30-45:45) How and why Sam took the induction plunge from VR, Impulse Labs elevator pitch in energy and in English, getting people into the vibes of induction by just being better* (45:50-51:05) Duncan asks questions about knobs* (51:05-1:02:00) The Impulse Labs master plan and induction as a NWA* (1:02:00-1:16:20) A microbattery future? The exclusionary story of suburban electrification + driving down soft costs* (1:16:20-1:32:10) Macro chatter: Raising a Series A in a non-optimal capital environment, growing a non-pure-SaaS business in whacky macro conditions, what happens when China rebounds from zero Covid * (1:32:10-1:39:40) Energy czar of America and our energy abundant future* (1:39:40- ) Dope or nope, BIIIG shoutsFriendly reminder that you can always find us on Spotify, iTunes, or your favorite podcast player. Thanks for listening! This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe
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Jan 1, 2023 • 1h 23min

#28 The Clean Energy Abundance Platform

We’re back with a solo ep to talk about Doomers and why you shouldn’t be one! Tune in to ring in your new year with a heavy dose of optimism and why 2023 is going to be insane heat.This time we talk Duncan getting saved by a Christian Scientist, the average person thinking casually that we’re screwed, why having kids is good, Jordan Peterson’s and Alex Epstein’s cringe intelktualism, categorizing doomers and degrowthers, Colleen and James’ climate journeys, how doomers and knee-jerk contrarians in their opposition just both re-enforce the status quo, talking about eco raves with LCD Soundsytem bandmates, what Clean Energy Abundance means to us, doing more with less, why art, changing cultural narratives, and DER-pilling our peers matters so much, listening to the Ion Pack, whether we should go to Mars or just be homesteaders, if Elon is a doomer, and so much more! This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe
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Dec 21, 2022 • 60min

#27 Neha Palmer, CEO and co-founder of Terrawatt Infrastructure

Welcome back to another episode of the pod! This week, we sat down with Neha Palmer, CEO and Co-founder of Terawatt Infrastructure. Check out the show notes below: * (0:00-13:00) Getting DER-pilled at PG&E, favorite DER, extra-curricular activities and protecting powDER, Neha’s ideal last job, and hottest energy takes* (13:00- 22:30) The Terrawatt Infrastructure pitch, EV charging for fleets and what’s special about Terrawatt’s model * (22:30- 32:00) Location, location, location and optimization, optimization, optimization, rise of the electrocartographer* (32:00-42:10) Overcoming the interconnection challenge, balancing growth and reliability in the process* (42:10-52:10) What electrification means for how companies run their EV fleets and where hydrogen fits in, plans beyond EVs * (52:10-56:01) Energy czar of America, and dope or nope* (56:01-59:30) Big Shouts to Keyframe, Vision Ridge, and the youths. Plus interconnection analysts, Twitter and Terrawatt Friendly reminder that you can always find us on Spotify, iTunes, or your favorite podcast player. Thanks for listening! This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe
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Dec 9, 2022 • 58min

#26 The DER Task Force, live from DERTFest 2022

Welcome back to another episode of the pod! This episode is a special one — it features many of you! During the DERTFestivities, the crew busted out the recording equipment and captured some live takes from the community. Listen on to hear some major heat from the Task Force….* The crew gives up on explaining franchise rights in minute 1* Russell “Rusty” Wilcox (Thee God) on bigger and better onesies and hard dope, plus big Tim energy* Sophia Cowles (The Low-Talker) on the new boomers, getting DER-pilled, and meeting randoms from the internet* Ben Carron (The Options Guy) on NEM and being שעפּן נחת (shepn nakhes) about DER Task Force* Katie Tweed (The Birdwatcher) tells us about herself + Canary Media (a real bird, unlike Twitter), dreaming of heat pumps and camping outside Sears, and CONFIRMS induction stoves are DERs (sorry Kiran!), expanding Canary coverage for the future * The crew gets told off by the bartender for DERTF being animals* Elta Kolo (Dr. Demand Response) gives candid feedback about DERTF, knee-deep in the IRA with Huck Capital is strong dope with big scope* Eric Goff (James’s Twitter BFF) on working with BEEEEP, the nopest ERCOT proposals + unmasking bad actors, fascist energy policy and California fuckery, infra of last resort model, trade org ASAP* Nick Scherer (Turnstile’s neighbor) on penning + reviewing the DER Task Force Bill of Rights* Billy REDACTED (Hire this man) just took his first DER Pill, entering the Age of the Electron, sitting in the podcast hotseat, interviewing live from Nightmoves, a message for the future recently-DER-pilled who may listen* Task Force OUTFriendly reminder that you can always find us on Spotify, iTunes, or your favorite podcast player. Thanks for listening! This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe
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Nov 23, 2022 • 1h 9min

#25 Emily McAteer, Founder & CEO of Odyssey Energy Solutions

Hello there DER Task Force — we are back after a post-DERTFest break with another episode of the pod. This time, the gang interviewed Emily McAteer, founder and CEO of Odyssey Energy Solutions. In this episode we cover…* (0:00) Getting to know Emily: DER-pills in ‘09, the dopest and nopest grids, Emily’s favorite DER, SunEdison in its heyday, hottest energy takes* (17:40) The “uneconomics” of minigrids, and what’s going on in emerging energy markets today * (26:38) The false binary of energy access - a big grid or the bare minimum * (30:45) The Odyssey Energy story (and a new acronym), the core pillars of the business and competitive advantages, being the platform or owning the vertical* (43:00) The job to be done by Odyssey and why build the business, Emily’s personal connection to climate * (51:58) Has V2G made it to emerging markets? Capacity factor math for the new grid + bilateral minigrid agreements, and how to build minigrids for volatile demand* (1:02:10) WORLD energy czar for a day, dope or nope, BIG SHOUTS Friendly reminder that you can always find us on Spotify, iTunes, or your favorite podcast player. We hope you enjoy! This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe
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Nov 10, 2022 • 1h 6min

#24: IntDERoperability with Henrik Langeland, CEO and co-founder of Enode

Hey there Task Force! This week, the crew sat down and with Henrik Langeland, CEO and co-founder of Enode and talked all things interoperability, walled gardens, and Henrik even breaks some exciting news on the podcast! Check out the show notes here:* (0:00) Welcome to the ThunDERdome, getting DER-pilled, learning more about Henrik, why interoperability is so important* (9:40) Enode — the origin story, the secret behind the name, the core business, James slips in an early Big Shout * (20:40) What’s an integration? An analogy to Plaid, the challenges of device management APIs, hot takes on OEMs that don’t want to be interoperable (hint: DERTF Bill of Rights makes an appearance), why walled gardens fail* (31:08) Digging deeper into walled gardens — is there an argument for the OEMs? Why OEMs can’t grasp the shared resources across all a customer’s devices and widgets vs commodities* (37:30) New consumer habits in the future (or Norway), developing instincts for an electric frame of reference * (44:10) Breaking news — Enode raised a $15M Series A! The fundraising process and the experience, how they’re using the money, the European startup scene * (50:40) If energy were hyperabundant and it ceased to become a meaningful economic driver, then what? * (56:15) Does Enode exist outside of DERs?* (57:41) Henrik is energy czar of Europe, dope or nope, BIG SHOUTS Friendly reminder that you can always find us on Spotify, iTunes, or your favorite podcast player. We hope you enjoy! This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe
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Oct 5, 2022 • 2h 4min

#23 Double short gamma alpha in the electropolis with Michael Huerta, CEO and co-founder of PearlX

Hey Task Force! Back this week with episode 23 of the DER Task Force podcast. This time, the crew was joined by Michael Huerta, CEO and co-founder of PearlX. This is another long one and we cover a LOT of ground: * (0:00) Welcome to the ThunDERdome, getting to know Michael * (7:11) Michael gets DER-pilled by his wife, being thankful for the Lehman bankruptcy, favorite DER (plus we owe Kiran an apology), and F**K the widget* (24:50) What’s PearlX? Bringing solar + storage to multi-family rental spaces, how vacancy-based underwriting works, widening access to DERs for LMI communities, multi-family owned vs multi-family rental buildings * (51:18) Texas vs California, long-gamma retailers and exposure to the fat tails, getting to the bottom of being financially long and physically short * (1:15:48) TexFlex (the program not the vibe), hitting the 4th derivative, short squeezes in Texas, serving LMI communities* (1:36:40) Cultural impacts of flexible energy systems, James is a hippie, envisioning the electropolis, what flexible systems mean for the resuscitation of community * (1:52:41) Dope or nope (plus Jigar is the first mayor of the electropolis)* (2:01:47) Biiiig shoutSSS Friendly reminder that you can always find us on Spotify, iTunes, or your favorite podcast player. We hope you enjoy! This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe
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Sep 15, 2022 • 2h 23min

#22 Building DERs ain't easy with Tim Hade, COO of Scale Microgrid Solutions

We are back with another episode of the DER Task Force podcast! This week, the crew sit down with the COO of Scale Microgrid Solutions and patron of the DER Task Force, the one and only Tim Hade. In this epic, 2+ hour episode episode, we talk about:* (1:15) Opening quote, DERTF’s #1 rule, Grandaddy Tim shares some love* (4:32) Tim’s DER-pilling and fave DER, some cute non-Scale hobbies, the value of compounding execution, HOTTEST energy take * (21:05) Lessons from 6 years in the Air Force and getting into business with his childhood best friend, pioneering solar + battery + natural gas microgrids for resiliency, not sustainability or economics* (39:15) How do we truly value resiliency? What happens when politicians run the grid? The delicate tightrope investor-owned utilities walk and asking for regulatory forgiveness, not permission* (1:02:49) Project development is crazy, a playbook is emerging, sending nursing homes pizza boxes * (1:18:00) Big talent joining energy tech, spaces for people to learn, Tim's the Energy Czar but gives his job away * (1:23:30) Are DERs inevitable? Getting lost in the sauce, contradictions, the grouse makes it to Congress, serenity prayer* (1:55:16) Dope or nope (plus a brief intermission to explore conspiracy theories) * (2:14:22) Biiiig shouts to BoxPower, Jigar Shah, and the grandaddy of DERs himself - Tim Hade Friendly reminder that you can always find us on Spotify, iTunes, or your favorite podcast player. We hope you enjoy! This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe
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Aug 25, 2022 • 5min

#21 ESGeeeez, what is happening?!

This is a free preview of a paid episode. To hear more, visit www.dertaskforce.comWe are back with another episode of the DER Task Force podcast! This is our first paid episode, so if you’re listening in your favorite podcast player that’s not Substack, follow these instructions to add your private RSS feed. No guests this week, just Colleen, Duncan and James diving into the latest spicy topic: ESG, what it means, how cultural and political movements have co-opted it, and much more. Buckle up, this is a wild one. In the episode, we talk about:* (1:41) Opening quote + context, disclaimers and what we’re ACTUALLY talking about * (4:50) The group’s hottest takes on ESG — are people pro + anti-ESG actually the same? Has the narrative layer taken over completely?* (11:25) Defining the original meaning of ESG, tracing its history, and breaking down why it’s so controversial all of a sudden * (25:30) Breaking down the anti-ESG perspective (warning: Peter Thiel and the petro-industrial complex rear their heads) * (38:02) Honing in on the hypocrisy of the hard pro + anti ESG movements* (44:45) So is clean energy a revolution or not? Are incumbents capable of participating in the revolution?* (51:20) Turns out, it’s our f*****g revolution. If you want in, get in the back* (1:01:15) Landing the plane on ESG — why does this all matter?* (1:13:11) Preparing ourselves for the Davos transhumanists + other conspiracy theories * (1:18:25) Guessing Marx’s hot take on ESG. And, what’s the true source of ESG?* (1:28:03) Big shouts — VDERLove, Inflation Reduction Act, National Grid, and the USA And friendly reminder that you can always find us on Spotify, iTunes, or your favorite podcast player. We hope you enjoy!

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