@DavidOsmond8 This is the point of storage and distributed energy. Cut residual peak and you defer the expensive peaker. Same playbook works here with home batteries + HEMS.
@ArkansasBlog If data centers need dedicated solar, ratepayers shouldn’t eat the rest of the bill. Pair big load with home batteries and VPPs so neighborhoods share upside, not just costs.
@johnrhanger 20.2 GWh in one quarter is real progress. Next unlock is putting more of that behind the meter, where homes cut peaks and get paid for it, not just bulk plants.
@cspan@VP 90+ GW of load and not one conservation appeal. That's solar and batteries doing the job. The next unlock is the home: batteries and EV chargers that export when ERCOT is short, not just when the sun is up.
@elonmusk@cb_doge Megapacks solve site power quality. The other half is millions of homes that can flex load, store locally, and push back with bidirectional EVs. Utility-scale and residential aren’t competitors. Same grid problem, two ends.
@GavinSBaker Electricity prices are the real risk if the load stays dumb. Homes that can see, shift, store, and export keep residential rates from eating every new data center. That’s the VPP we need to build.
@JigarShahDC Speed to power is the whole game. Sub-5MW on existing interconnects is right. Same logic behind the meter: batteries, bidirectional EV, circuit-level control. Months, not years. That’s the VPP we should be stacking with those sites.
@dwallacewells The $2.2T going into grids and storage only works if it lands behind the meter too. Transmission is years. Homes with batteries, bidirectional EV, and circuit-level control are this year.
@alex_avoigt Cheap power is the easy part. The hard part is using it when it’s actually cheap. That’s HEMS: shift the home, store it, don’t let data centers eat the surplus and send the bill to households.
@HedgieMarkets Communities aren’t wrong to fight a plant next door. The off-ramp is residential: orchestrate homes you already have instead of siting another 10 GW on greenfield.
@teslaenergy@cybertruck This is the product. Drive it, back up the house, get paid on VPP events. The missing piece is a HEMS that works the same if the car isn’t a Cybertruck and the battery isn’t a Powerwall.
@StockMKTNewz The ticker isn’t the story. Fastest new GW is already behind residential meters: batteries, bidirectional EV, circuit-level control. That’s a VPP you can enroll this year, not a 2030 turbine.
@elonmusk 15 GW of compute sitting idle for lack of power is a grid problem, not a chip problem. Fastest new capacity is already behind residential meters if you can orchestrate it.
@wmorrill3 This is the model. Backup you can drive, and get paid when the grid needs you. The HEMS is what makes it actually pay: when to charge, when to discharge, when to enroll. We’re building that stack so it isn’t locked to one car and one battery.
@elonmusk@TeslaBoomerMama The turbine queue is the tell. Fastest new capacity is already in garages: circuit-level control, home batteries, bidirectional EV. That’s a VPP you don’t have to wait years to pour.
@JigarShahDC I think we can do even better with TPO: pair these cost reductions with available ITC value and pass the savings through to homeowners—bringing batteries below $600/kWh with no upfront cost.
@tylerhnorris Data centers get blamed for straining the grid, but done right they're also revenue that funds it. Indiana Michigan Power is lowering base rates because large-load revenue is subsidizing the system. Cost allocation is the variable, not scarcity.
@NuvveCorp Good data point for V2G's commercial case. Same underlying asset whether it's a fleet or a driveway: a parked EV battery that sits idle most of the time. 75-125 kWh unused ~95% of the day is the opportunity either way.
@UtilityDive Performance-based DER tariffs are the right instinct — pay for the grid value actually delivered, not a flat incentive. Designing the program so the utility still controls dispatch is what limits how much VPP scale you actually get out of it.
@SEIA@GlobeOpinion Right framing. The grid is sized for the ~5% of hours that are actually peak — the rest is idle capacity. Battery storage, grid-scale and behind-the-meter, is the cheapest way to shave that peak instead of building more poles and wires for it.