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The grid is breaking. We're so bottlenecked today on the lines that run crisscross across the country. I mean, it's this very complicated giant organic machine.
New power is not the problem. Delivery is the problem. Energy services were growing over time in The United States. The net electricity delivered to accomplish those energy services stayed basically flat. We can take that momentum and bring it into a new problem statement, which is power for data centers, power for industrialization, power for economic growth and prosperity, and for sustainable energy.
The idea that the grid can grow and move from the edge is just not something that we've really been able to process for the last fifty years in The US.
The grid itself is civilization. Right? Electric power is civilization. You can metamorphosize the entire grid. Civilization can regrow off of a new architecture of moving power, right, and use all of the free energy that's out there. The sunlight is free. You put up a panel, you're getting it. It's very cool, but also your aim is free. It's in the grounds. It's there. You take it, and we use it before it just goes away. It makes this, like, completely new way, I think, of thinking about nuclear power. It's just it's in the options list, and it wasn't even before.
Electric power is civilization. Every socket, every server assumes a grid that works. When Edison wired Lower Manhattan in 1882, he connected 85 customers across one square mile. The model that followed, centralized generation one way transmission, held for more than a century. Now US electricity demand is rising for the first time in decades. Data centers, electrified transport, and reshoring are outpacing the efficiency gains that mask years of grid underinvestment. New generation is not the bottleneck. Delivery is. This episode examines two responses, portable nuclear reactors built in a fa
Hey, everybody. We're here to talk about energy and how your companies are playing a role in the sector. But first, let's start with how do you guys know each other?
Yeah. So I'm Doug Bernhauer.
Drew Bagliano.
And so we know each other. We were both working for Elon Yep. About ten years ago, but at two different companies. So I was at SpaceX, and Elon was really excited. He wanted to build Hyperloop. He wanted to put little cars in a vacuum tube and go super fast. And Drew was a VP of r and d at Tesla at the time, and I called him up and was like, Elon says we need battery packs, we need Model S motor, we need to operate these things in a never before operated condition. And Drew's like, do we really? And I was like, yeah, we kinda do. But it was kinda like that. And then from there we did Boring Co
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