Reliability, storage, and the demand curve.
energy teams feel it every week: the status quo scales cost, not outcomes. There is no clean upgrade path — only rip-and-replace.
Bottom-up, the reachable market clears a nine-figure ceiling before expansion.
energy budgets are shifting from headcount to platform.
The primitives finally exist to do this at the edge.
A bottom-up motion the incumbents can’t run.
Storage capex, reliability, and ROI.
“The storage build changed our whole peak strategy.”
grid uptime through the highest-demand summer on record.