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13 results for “switching costs”
Topic2 mentions across episodes
switching costs
Concept2 mentions across episodes
switching costs
...the costs that are caused on the grid back to the data centers. But those are pretty nascent approaches, and some of the ones that have been tried are kinda aiming at the wrong thing. So a lot of policy work remains to be done here. And all of this i
38:15 / 39:31
from transcript38:15 – 39:31
...of costs that attach to the transmission and distribution systems, you know, those are still cost plus regulated industries, and they have a funny way of working monodirectionally up over the course of time. But these two things trade up trade off ag
8:58 / 10:04
from transcript8:58 – 10:04
...costs stay flat to down. The data center costs are higher, and it's the Metas, the Googles, the Apples, the Amazons who have hundreds of billions of free cash,
53:14 / 54:15
from transcript53:14 – 54:15
“The death of proprietary data moats is coming next”
...switching cost of data. Because so far, what you're seeing is you have proprietary data stuck in, for example, the CRM vendor
4:58 / 5:36
prediction4:58 – 5:36
...costs. And so it becomes very intuitive that you can add a bunch of solar panels either on individual households or across the grid in general and see why. Not only does it not, like, move the dial down, I don't know if it moves the dial at at all.
43:30 / 44:33
from transcript43:30 – 44:33
but focused on the the flow of dollars and returns, I guess, or ownership. We'll start with the power bill. So your power bill, and this obviously varies by geography, and I'm gonna oversimplify here, but is roughly half the cost to generate the powe
8:50 / 10:01
from transcript8:50 – 10:01
...if you're switching from a gas stove to an induction stove. Great. You can get that. It has an income limit. And then a lot of local utilities plus, like, various juror local jurisdictions have, like, a gas to electric incentive program, and those ki
28:30 / 29:31
from transcript28:30 – 29:31
...the fuel costs are not the big thing here. But it was also very interesting to just hear how a utility kind of thinks about designing those rates and all the different, like, considerations that go into spinning those final numbers out. I guess I had
44:10 / 45:13
from transcript44:10 – 45:13
That's effectively your budget that says, here are the lines I'm going to upgrade. Here are the generators I'm going to upgrade. Independent of data centers, the reality is the draw. The electricity consumption of individual Americans is going up bec
47:11 / 48:16
from transcript47:11 – 48:16
with data centers and all new types of power. And is it more gas plants, or is it more solar or nuclear and pulling generation closer to the actual usage? But maybe talk to us about why energy storage is such an important part of the puzzle in keepin
2:43 / 4:06
from transcript2:43 – 4:06
...costs get amortized over a greater amount of supply, and that brings down the variable rate, basically, the the metered rate for everybody. So scale is good. And I think the deceptive nature of the criticism here by, like, Bernie Sanders and people l
20:15 / 21:20
from transcript20:15 – 21:20
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