Dr Jemma Green

Co-Founder @powerledger_io #blockchain #energy #POWR token. Contributor @forbescrypto, Unblock'd Podcast Host, Best Selling Author with Chris Voss.

[Dr Jemma Green @msjemmagreen]

The market isn't pricing AI results. It's pricing AI narrative, and the narrative changes daily.

Spend too much, get punished. Don't disrupt fast enough, get punished. Actually turn a profit off the tech? Nobody's rewarding that yet, because almost nobody's done it.

95% of enterprise AI pilots show zero measurable P&L impact. Companies scrapped nearly half their AI proofs of concept before they ever reached production.

And yet capex from the biggest spenders is up ~77% year over year, funded increasingly off-balance-sheet through joint ventures and private credit.

Nobody in the industry agrees on what the end goal even is. Every major lab defines the target differently, if it defines one at all.

Unpacked the full picture in my latest @Forbes article.

https://t.co/2dhkK6M2e6

[POWR @POWR_X]

$195B chasing tech. $25B chasing the energy that actually powers it.

Backwards

[Dr Jemma Green @msjemmagreen]

One story from my conversation with @ScottSigel from @HeliumFndn is one of the clearest case of decentralisation at the community level.

After hurricanes hit the US East Coast, entire communities lost power and cell service at the same time. The Helium team partnered with a local veterans group, put Helium hotspots in the back of a truck and had 20,000 phones back online in the blackout zone within hours.

That's what decentralisation makes it possible. The people closest to a crisis had what they needed to solve it themselves.

Watch the full conversation with Scott on Unblock'd.
https://t.co/iproRsMKMw

@helium @HeliumFndn

[POWR @POWR_X]

AI → more data centers → more electricity demand → more volatility → energy becomes a market, not just a utility.

It means,
power becomes more local
flexibility becomes tradable
consumers become market participants
the grid becomes more decentralised

Civilization is basically becoming a giant energy market.

[Dr Jemma Green @msjemmagreen]

Compute is revenue only after the power turns on. Energy has been the real asset all along.

[Jensen Huang @JensenHuang]

https://t.co/pppEbPVtfE

[POWR @POWR_X]

"fastest-growing power source" means nothing if the power gets curtailed before it reaches a meter.

https://t.co/94aNH3HQNU

[Powerledger @Powerledger_io]

Energy communities, not new transmission lines, are becoming the real resilience layer for the grid. The part that stalls most P2P energy trading pilots is proving the model without committing to infrastructure most teams can't justify yet.

Our Transactive Lite is the fast path to that resilience layer.
https://t.co/rUhDxxiXcA

[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.

[POWR @POWR_X]

If AI is the century's big story, energy is the ground it's standing on.

[POWR @POWR_X]

Power belongs to everyone.
Power belongs to everyone.
Power belongs to everyone.
Power belongs to everyone.
Power belongs to everyone.

[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. https://t.co/fLx9J962t4

[POWR @POWR_X]

Every energy thesis eventually becomes a market thesis.

[POWR @POWR_X]

Me when interconnection queues and grid infra get mentioned before GPUs.

[POWR @POWR_X]

"The whole concept of saying AI will need zero humans, I 100% disagree with that," said @AhmedZRashad founder and CEO of @Meet_Perle.

Catch the latest episode of Unblock'd with @msjemmagreen.

https://t.co/uWvDM1yN5l

[Dr Jemma Green @msjemmagreen]

The strange economics of the moment: companies are cutting labour to fund AI that currently costs more than the labour it replaces, chasing gains most studies cannot yet verify, on budgets that run out in weeks.

Nvidia's own VP said it: compute now costs more than the engineers using it.

I wrote the full math in my latest @Forbes article.
https://t.co/0prk2P5uMi

[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.

[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.

[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.

[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. https://t.co/GW1RtRxVfe