POWR

P2P energy trading has an infrastructure gap. Not a technology gap. An infrastructure gap. Let's unpack what that means and why it matters. 🧵

More power = more workers More charts: a16z.news/p/charts-of-th…

Between 2005 and 2019, U.S. electricity demand grew at 0.1% per year. Utilities planned around it. Regulators priced it. The whole system optimised for predictability. That assumption is no longer valid. @ERCOT is now forecast to grow at 10% annually through 2027. Potentially 15% if data center demand runs hot. For context: Large load interconnection requests in Texas jumped 270% in 2025 alone. The @EIAgov's numbers show a 79% wholesale price spike at ERCOT if demand runs ahead of forecast by 2027. This what we get when the infrastructure layer doesn't keep pace with the demand layer. The answer lies in the flexibility stack. > Batteries > Peer-to-Peer trading > Demand response. Energy will be the most defining infrastructure opportunity of this decade.

The reason electricity bill keeps going up even as solar gets cheaper is ___________. Drop your takes👇

Cuba’s power grid has collapsed 3 times this month. What’s the real root cause?

There's a pattern in what's moving right now. Crude oil up nearly 70% in days. Aluminium near record highs. The physical commodities that cannot be downloaded, replicated, or replaced by a language model are repricing sharply upward. Gold has been quiet. The assets that store perceived value are behaving differently to the assets that produce it. That distinction matters more than most people realise. Models can write, reason, analyse, and decide at scale, almost instantly, nearly for free. But that surfaces something that was always true and easy to ignore: the physical systems beneath the digital economy are irreplaceable. Energy is the clearest example. Big Tech committed $630 billion to AI infrastructure this year. Data centre projects are being cancelled, not for lack of capital, but for lack of power. The constraint is in the grid. Heavy assets with low obsolescence don't compress when intelligence becomes abundant. They become more valuable precisely because they cannot be abstracted away. @OpenAI's @sama recently said AI will eventually be sold like a utility, similar to electricity. When the leading AI lab is already thinking in energy terms, that tells you where the real value in this economy actually sits. Where do you think the AI economy hits its hardest physical limits first?

Spain built one of the cheapest solar markets in Europe. Then the grid said NO. 693 hours of negative prices in 2025. Curtailment tripled after the blackout. Gas paid to stabilise what solar broke. Grid services went from 14% to 57% of the household energy bill. The problem was never generation. Spain doubled solar and wind since 2019. But generation outran the three things that must come with it. - Storage - Grid infrastructure - Markets. Coordination is everything. Move it. Store it. Price it. Miss one → system breaks. Abundant clean power doesn’t matter if it shows up at the wrong time. Renewable without market design = Expensive gas with extra steps.

AI runs on electricity. Electricity comes from energy infrastructure. Position accordingly.

Happy Birthday @solana 🎂☕️🍻

@solana Happy birthday Solana. ⚡

Happy 6th birthday Solana fam. They said quit. The builders stayed. They said it's dead. The code persisted. They said move on. The network's never been stronger. Just one more hard quarter.

7. Transactive Lite is out now. For pilot programs, regulatory sandboxes, and early-stage commercial deployments. Let's talk. powerledger.io/company/contac…

6. Who can benefit from it? • Energy communities & microgrids Coordinate local solar and battery generation without heavy infrastructure. • Campuses & embedded networks Universities, hospitals, commercial precincts optimising on-site generation and reducing grid dependency. • EV charging networks Match EV charging demand with local renewable supply. • Regulatory sandboxes Run credible pilots and generate the evidence regulators need. Deployed in days, not months

P2P energy trading has an infrastructure gap. Not a technology gap. An infrastructure gap. Let's unpack what that means and why it matters. 🧵

A useful reminder from this piece: The tech economy ultimately rests on energy.

Utilities know the future is distributed. Solar. Batteries. EVs. Prosumers. But building energy markets around them is complex. @Powerledger_io's Transactive Lite simplifies deployment of peer-to-peer energy trading so communities can start trading energy faster. The grid is changing. Markets need to change too. powerledger.io/media/introduc…