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Powerledger

@Powerledger_io

Track, Trace, Trade every kilowatt hour of energy. Web: https://t.co/pA7AmClHiq @POWR_X

Zug, Switzerland Katılım Haziran 2016
1.3K Takip Edilen92.5K Takipçiler
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Powerledger
Powerledger@Powerledger_io·
100M distributed utilities is a hardware problem that's already solved. Solar + storage got there. What's unsolved: market infra with pricing and settlement between 100M producers and consumers in real time, by time-of-use, by location. That's the layer we're building at Powerledger.
Chamath Palihapitiya@chamath

The marginal cost of energy is going to zero. This is bad for utilities and great for homeowners who have solar + storage. It’s also great for businesses who feed this entire supply chain. The amount of bottoms-up energy production from homeowners will shock people in its scale. America will have 100M utilities over the next 25 years.

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Dr Jemma Green
Dr Jemma Green@msjemmagreen·
Arbor Energy's CEO Brad Hartwig says by the time developers show a town a polished presentation, the decisions that matter are already made. Data centers used to compete on power access alone. Now they compete on whether a town says yes.
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Powerledger
Powerledger@Powerledger_io·
Solar owners overproduce constantly. That power goes exactly one place, back to the grid, at whatever price the utility sets. Not to the neighbour who actually needs it. That's the gap we built for. Local energy markets must win.
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POWR
POWR@POWR_X·
If AI is the century's big story, energy is the ground it's standing on.
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POWR
POWR@POWR_X·
Power belongs to everyone. Power belongs to everyone. Power belongs to everyone. Power belongs to everyone. Power belongs to everyone.
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POWR
POWR@POWR_X·
You can solve grid congestion two ways. Coordinate better or build more. One ships in months. The other costs billions and ships in years. 'Build more' is just CapEx theater.
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POWR
POWR@POWR_X·
"To make AI user-friendly, it has to be agreeable. And in the process of being agreeable, it becomes easier to gaslight. Unless you're an expert, it's hard to see how deep the problem goes." - @AhmedZRashad Watch the full conversation with @msjemmagreen. youtu.be/0iKunYrlnDc?si…
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POWR
POWR@POWR_X·
Every energy thesis eventually becomes a market thesis.
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Powerledger
Powerledger@Powerledger_io·
@world_xyz Every electricity price spike is a potential market
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POWR
POWR@POWR_X·
More than 20 events since 2023. 100MW to 400MW+ of load, gone in seconds, every time voltage dipped. AI clusters are the same category of voltage-sensitive load, just bigger. The grid has never carried a load class that behaves like this at gigawatt size. Grid stability in the AI era comes down to one question: how do gigawatt loads behave in the first few cycles of a fault?
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POWR
POWR@POWR_X·
Me when interconnection queues and grid infra get mentioned before GPUs.
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POWR
POWR@POWR_X·
And yet, Germany, France, and the Netherlands all set new records for renewable curtailment. The 'fastest-growing power source' means nothing if the electricity never reaches a meter. @Powerledger_io's local energy markets were designed to solve exactly this: keep locally generated electricity local, where it can actually be consumed or stored instead of leading to curtailment.
Earth@earthcurated

Wind and solar combined generated 22% of global electricity, overtaking gas for the first time ever. Clean energy has officially become the world’s fastest-growing power source

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POWR
POWR@POWR_X·
First-order thinking: Build more renewables. Second-order thinking: Figure out what happens when everyone starts generating power. That's the question @Powerledger_io started asking in 2016. 2026 is mostly the world catching up to that question.
Bloomberg@business

After $80 billion in renewables investment, solar is the top power source in Spain. But these days, the grid can’t handle the glut on sunny days, and investors are bailing out bloomberg.com/news/articles/…

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POWR
POWR@POWR_X·
@JessePeltan Assuming the grid, storage and markets are ready for it. They're not.
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Dr Jemma Green
Dr Jemma Green@msjemmagreen·
AI is disinflationary by definition. More output, lower cost, textbook economics. The households paying higher electricity bills for AI infrastructure in 2026 may not be the ones who'll see AI's productivity gains in 2040.
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POWR
POWR@POWR_X·
The cost of trust in supply chains is invisible until it isn't. Audits. Intermediaries. Reconciliation. All of it priced into the margins silently. Blockchain doesn't reduce this overhead. It removes the reason it exists. @msjemmagreen unpacks why it matters with @neilc_dawn from @dawninternet. Check out the full episode. youtu.be/cBxrCu9mIuo?si…
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POWR
POWR@POWR_X·
Infrastructure runs on a decade-long clock. Crypto runs on a much shorter one. Most of the pain in DePIN came from applying the wrong clock to the right asset class.
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