{"version":"1.0.0","segments":[{"speaker":"Mike Hall","startTime":50.78,"endTime":53.9,"body":"We looked at the PV"},{"speaker":"Mike Hall","startTime":50.78,"endTime":53.9,"body":"industry, we started with PV and"},{"speaker":"Mike Hall","startTime":53.9,"endTime":55.94,"body":"now we're also doing storage."},{"speaker":"Mike Hall","startTime":53.9,"endTime":55.94,"body":"And we're like, Okay, this is"},{"speaker":"Mike Hall","startTime":55.94,"endTime":59.27,"body":"poised to be a $300 billion"},{"speaker":"Mike Hall","startTime":55.94,"endTime":59.27,"body":"global industry, which it is."},{"speaker":"Mike Hall","startTime":59.660000000000004,"endTime":63.29,"body":"But the way procurement is done"},{"speaker":"Mike Hall","startTime":59.660000000000004,"endTime":63.29,"body":"is it's like it's back in the"},{"speaker":"Mike Hall","startTime":63.29,"endTime":66.08,"body":"dark ages, or at least like back"},{"speaker":"Mike Hall","startTime":63.29,"endTime":66.08,"body":"in the 80s. Right? Like, I think"},{"speaker":"Mike Hall","startTime":66.11,"endTime":69.5,"body":"early 80s. My parents, they"},{"speaker":"Mike Hall","startTime":66.11,"endTime":69.5,"body":"wanted to buy a plane ticket"},{"speaker":"Mike Hall","startTime":69.5,"endTime":72.74000000000001,"body":"from San Diego to New York, what"},{"speaker":"Mike Hall","startTime":69.5,"endTime":72.74000000000001,"body":"they do, they got on the phone,"},{"speaker":"Mike Hall","startTime":72.74000000000001,"endTime":75.71000000000001,"body":"and they called each airline one"},{"speaker":"Mike Hall","startTime":72.74000000000001,"endTime":75.71000000000001,"body":"at a time how to pencil and"},{"speaker":"Mike Hall","startTime":75.71000000000001,"endTime":79.28,"body":"paper, ask them, What flights Do"},{"speaker":"Mike Hall","startTime":75.71000000000001,"endTime":79.28,"body":"you have? How much do they cost,"},{"speaker":"Mike Hall","startTime":79.4,"endTime":81.68,"body":"which ones are direct"},{"speaker":"Mike Hall","startTime":79.4,"endTime":81.68,"body":"windshields, or indirect, and"},{"speaker":"Mike Hall","startTime":81.68,"endTime":84.28999999999999,"body":"they went through that list. And"},{"speaker":"Mike Hall","startTime":81.68,"endTime":84.28999999999999,"body":"eventually they'd be like,"},{"speaker":"Mike Hall","startTime":84.28999999999999,"endTime":86.53999999999999,"body":"Alright, I need to buy"},{"speaker":"Mike Hall","startTime":84.28999999999999,"endTime":86.53999999999999,"body":"something. By the time they went"},{"speaker":"Mike Hall","startTime":86.53999999999999,"endTime":89.12,"body":"back to buy that airline ticket"},{"speaker":"Mike Hall","startTime":86.53999999999999,"endTime":89.12,"body":"may or may not be there. And"},{"speaker":"Mike Hall","startTime":89.12,"endTime":91.88,"body":"that's how procurements being"},{"speaker":"Mike Hall","startTime":89.12,"endTime":91.88,"body":"done today. There are 40"},{"speaker":"Mike Hall","startTime":91.88,"endTime":96.05000000000001,"body":"companies on the Bloomberg tier"},{"speaker":"Mike Hall","startTime":91.88,"endTime":96.05000000000001,"body":"one list for solar modules, and"},{"speaker":"Mike Hall","startTime":96.08,"endTime":98.87,"body":"transactions and information is"},{"speaker":"Mike Hall","startTime":96.08,"endTime":98.87,"body":"being exchanged through phone"},{"speaker":"Mike Hall","startTime":98.87,"endTime":102.23,"body":"calls and emails. And it's"},{"speaker":"Mike Hall","startTime":98.87,"endTime":102.23,"body":"incredibly inefficient. So what"},{"speaker":"Mike Hall","startTime":102.23,"endTime":105.89,"body":"Anza does is it's it's not like"},{"speaker":"Mike Hall","startTime":102.23,"endTime":105.89,"body":"Kayak does not a consumer"},{"speaker":"Mike Hall","startTime":105.89,"endTime":108.56,"body":"product. But it's that type of"},{"speaker":"Mike Hall","startTime":105.89,"endTime":108.56,"body":"experience where you can come in"},{"speaker":"Mike Hall","startTime":108.56,"endTime":112.64,"body":"to the platform, you can see"},{"speaker":"Mike Hall","startTime":108.56,"endTime":112.64,"body":"over 90% of the US supply, and"},{"speaker":"Mike Hall","startTime":112.64,"endTime":115.76,"body":"compare the products based on"},{"speaker":"Mike Hall","startTime":112.64,"endTime":115.76,"body":"price. But also we have"},{"speaker":"Mike Hall","startTime":115.76,"endTime":118.13,"body":"technology that allows you to"},{"speaker":"Mike Hall","startTime":115.76,"endTime":118.13,"body":"compare the products on total"},{"speaker":"Mike Hall","startTime":118.13,"endTime":118.73,"body":"value,"},{"speaker":"intro","startTime":119.03,"endTime":122.093,"body":"Are you speeding the"},{"speaker":"intro","startTime":119.03,"endTime":122.093,"body":"energy transition? Here at the"},{"speaker":"intro","startTime":122.153,"endTime":125.938,"body":"Clean Power Hour, our hosts, Tim"},{"speaker":"intro","startTime":122.153,"endTime":125.938,"body":"Montague and John Weaver bring"},{"speaker":"intro","startTime":125.998,"endTime":129.602,"body":"you the best in solar batteries"},{"speaker":"intro","startTime":125.998,"endTime":129.602,"body":"and clean technologies every"},{"speaker":"intro","startTime":129.662,"endTime":133.14600000000002,"body":"week, I want to go deeper into"},{"speaker":"intro","startTime":129.662,"endTime":133.14600000000002,"body":"decarbonisation. We do two,"},{"speaker":"intro","startTime":133.20600000000002,"endTime":136.15,"body":"we're here to help you"},{"speaker":"intro","startTime":133.20600000000002,"endTime":136.15,"body":"understand and command the"},{"speaker":"intro","startTime":136.21,"endTime":139.81400000000002,"body":"commercial, residential and"},{"speaker":"intro","startTime":136.21,"endTime":139.81400000000002,"body":"utility, solar, wind and storage"},{"speaker":"intro","startTime":139.874,"endTime":143.358,"body":"industries. So let's get to it."},{"speaker":"intro","startTime":139.874,"endTime":143.358,"body":"Together, we can speed the"},{"speaker":"intro","startTime":143.418,"endTime":144.5,"body":"energy transition."},{"speaker":"Tim Montague","startTime":146.81,"endTime":150.24,"body":"We're here at RE"},{"speaker":"Tim Montague","startTime":146.81,"endTime":150.24,"body":"plus, with a new friend, my call"},{"speaker":"Tim Montague","startTime":150.31,"endTime":154.23000000000002,"body":"the CEO of Anza. I will say"},{"speaker":"Tim Montague","startTime":150.31,"endTime":154.23000000000002,"body":"formerly known as prego, but"},{"speaker":"Tim Montague","startTime":154.3,"endTime":158.5,"body":"they're separate companies."},{"speaker":"Tim Montague","startTime":154.3,"endTime":158.5,"body":"Yeah, so we're gonna get to know"},{"speaker":"Tim Montague","startTime":158.57,"endTime":162.63,"body":"Mike a little bit, get a little"},{"speaker":"Tim Montague","startTime":158.57,"endTime":162.63,"body":"bit of your backstory, you"},{"speaker":"Tim Montague","startTime":162.7,"endTime":166.55,"body":"became quite well known in the"},{"speaker":"Tim Montague","startTime":162.7,"endTime":166.55,"body":"Solar World as the owner"},{"speaker":"Tim Montague","startTime":166.62,"endTime":171.1,"body":"operator of Borrego a large EPC."},{"speaker":"Tim Montague","startTime":166.62,"endTime":171.1,"body":"And in the end, I would love to"},{"speaker":"Tim Montague","startTime":171.17000000000002,"endTime":174.88,"body":"give our listeners a little"},{"speaker":"Tim Montague","startTime":171.17000000000002,"endTime":174.88,"body":"background on the company"},{"speaker":"Tim Montague","startTime":174.95,"endTime":179.15,"body":"because you have a long history."},{"speaker":"Tim Montague","startTime":174.95,"endTime":179.15,"body":"And but things have changed"},{"speaker":"Tim Montague","startTime":179.22,"endTime":183.7,"body":"dramatically in the recent past."},{"speaker":"Tim Montague","startTime":179.22,"endTime":183.7,"body":"So we're also going to get into"},{"speaker":"Tim Montague","startTime":183.77,"endTime":187.97,"body":"that. So for our listeners,"},{"speaker":"Tim Montague","startTime":183.77,"endTime":187.97,"body":"Mike, tell us a little bit about"},{"speaker":"Tim Montague","startTime":188.04,"endTime":192.38,"body":"yourself and how you got into"},{"speaker":"Tim Montague","startTime":188.04,"endTime":192.38,"body":"clean energy. And then we'll got"},{"speaker":"Tim Montague","startTime":192.45,"endTime":195.53,"body":"dive into your story at Borrego"},{"speaker":"Tim Montague","startTime":192.45,"endTime":195.53,"body":"and now Anza"},{"speaker":"Mike Hall","startTime":195.59,"endTime":198.41,"body":"Yeah, happy to yeah,"},{"speaker":"Mike Hall","startTime":195.59,"endTime":198.41,"body":"thanks for having me. So I"},{"speaker":"Mike Hall","startTime":198.41,"endTime":204.8,"body":"started in solar in 2002 When my"},{"speaker":"Mike Hall","startTime":198.41,"endTime":204.8,"body":"brother I and another co founder"},{"speaker":"Mike Hall","startTime":204.8,"endTime":208.28,"body":"named Chris Anderson started"},{"speaker":"Mike Hall","startTime":204.8,"endTime":208.28,"body":"Borrego solar. So back then us"},{"speaker":"Mike Hall","startTime":208.28,"endTime":212.12,"body":"solar industry was one megawatt"},{"speaker":"Mike Hall","startTime":208.28,"endTime":212.12,"body":"per year in annual install. So"},{"speaker":"Mike Hall","startTime":212.3,"endTime":215.84,"body":"we're over 30 gigawatts now."},{"speaker":"Mike Hall","startTime":212.3,"endTime":215.84,"body":"Yeah, my first, we're here at"},{"speaker":"Mike Hall","startTime":215.84,"endTime":219.26,"body":"already plus my first solar"},{"speaker":"Mike Hall","startTime":215.84,"endTime":219.26,"body":"conference, it wasn't called"},{"speaker":"Mike Hall","startTime":219.26,"endTime":222.8,"body":"already. Plus, back then. It was"},{"speaker":"Mike Hall","startTime":219.26,"endTime":222.8,"body":"about 250 people was the"},{"speaker":"Mike Hall","startTime":222.8,"endTime":223.46,"body":"conference size."},{"speaker":"Tim Montague","startTime":223.55,"endTime":225.29,"body":"The Clean Power"},{"speaker":"Tim Montague","startTime":223.55,"endTime":225.29,"body":"Hour is brought to you by"},{"speaker":"Tim Montague","startTime":225.32,"endTime":228.98,"body":"Denowatts. If you're a solar PV"},{"speaker":"Tim Montague","startTime":225.32,"endTime":228.98,"body":"asset manager or performance"},{"speaker":"Tim Montague","startTime":228.98,"endTime":232.01,"body":"engineer, you need better data"},{"speaker":"Tim Montague","startTime":228.98,"endTime":232.01,"body":"and better business"},{"speaker":"Tim Montague","startTime":232.01,"endTime":235.43,"body":"intelligence. With Dina wants"},{"speaker":"Tim Montague","startTime":232.01,"endTime":235.43,"body":"digital twin benchmarking"},{"speaker":"Tim Montague","startTime":235.43,"endTime":239.33,"body":"technology you get more"},{"speaker":"Tim Montague","startTime":235.43,"endTime":239.33,"body":"accurate, efficient, and faster"},{"speaker":"Tim Montague","startTime":239.33,"endTime":242.84,"body":"performance measurement results."},{"speaker":"Tim Montague","startTime":239.33,"endTime":242.84,"body":"The fourth generation Deno"},{"speaker":"Tim Montague","startTime":242.84,"endTime":246.8,"body":"recently completed a technical"},{"speaker":"Tim Montague","startTime":242.84,"endTime":246.8,"body":"review by DNV. You can download"},{"speaker":"Tim Montague","startTime":246.8,"endTime":253.31,"body":"the report at Denowatts.com."},{"speaker":"Tim Montague","startTime":246.8,"endTime":253.31,"body":"That's D E N O W A T T S.com."},{"speaker":"Tim Montague","startTime":253.73,"endTime":254.81,"body":"Now back to the show."},{"speaker":"Tim Montague","startTime":255.23,"endTime":258.95,"body":"You heard that right. one"},{"speaker":"Tim Montague","startTime":255.23,"endTime":258.95,"body":"megawatt a year the market 20"},{"speaker":"Tim Montague","startTime":258.98,"endTime":263.69,"body":"years ago, right? Yeah, tiny"},{"speaker":"Tim Montague","startTime":258.98,"endTime":263.69,"body":"market. That's right. And now of"},{"speaker":"Tim Montague","startTime":263.69,"endTime":267.02,"body":"course, we're still at the"},{"speaker":"Tim Montague","startTime":263.69,"endTime":267.02,"body":"bottom of the S curve. But we're"},{"speaker":"Tim Montague","startTime":267.02,"endTime":270.26,"body":"starting to go vertical we're"},{"speaker":"Tim Montague","startTime":267.02,"endTime":270.26,"body":"going to do maybe 30 gigawatts"},{"speaker":"Tim Montague","startTime":270.40999999999997,"endTime":274.25,"body":"year in the United States. And"},{"speaker":"Tim Montague","startTime":270.40999999999997,"endTime":274.25,"body":"in some places, they're doing"},{"speaker":"Tim Montague","startTime":274.25,"endTime":279.05,"body":"many more. China's doing, I"},{"speaker":"Tim Montague","startTime":274.25,"endTime":279.05,"body":"think, over 100 gigawatts, which"},{"speaker":"Tim Montague","startTime":279.05,"endTime":282.8,"body":"is insane. But so things have"},{"speaker":"Tim Montague","startTime":279.05,"endTime":282.8,"body":"changed."},{"speaker":"Mike Hall","startTime":282.83000000000004,"endTime":285.40999999999997,"body":"Things have changed a"},{"speaker":"Mike Hall","startTime":282.83000000000004,"endTime":285.40999999999997,"body":"lot. Yeah. The conference, this"},{"speaker":"Mike Hall","startTime":285.40999999999997,"endTime":289.28,"body":"conference we're at as 20,000"},{"speaker":"Mike Hall","startTime":285.40999999999997,"endTime":289.28,"body":"plus people. Yeah, when we when"},{"speaker":"Mike Hall","startTime":289.28,"endTime":293.03,"body":"I went to my first one is more"},{"speaker":"Mike Hall","startTime":289.28,"endTime":293.03,"body":"like 250 300. So it's been a lot"},{"speaker":"Mike Hall","startTime":293.03,"endTime":297.16999999999996,"body":"of fun to be on this industry"},{"speaker":"Mike Hall","startTime":293.03,"endTime":297.16999999999996,"body":"rollercoaster ride, but it's a"},{"speaker":"Mike Hall","startTime":297.16999999999996,"endTime":299.57,"body":"roller coaster. That's just, you"},{"speaker":"Mike Hall","startTime":297.16999999999996,"endTime":299.57,"body":"know, kept going up into the"},{"speaker":"Mike Hall","startTime":299.57,"endTime":300.23,"body":"right, yeah."},{"speaker":"Tim Montague","startTime":300.68,"endTime":304.25,"body":"2002 though, how"},{"speaker":"Tim Montague","startTime":300.68,"endTime":304.25,"body":"on earth did you decide to get"},{"speaker":"Tim Montague","startTime":304.25,"endTime":305.63,"body":"into the solar industry?"},{"speaker":"Mike Hall","startTime":306.23,"endTime":308.99,"body":"Yeah, it's a funny"},{"speaker":"Mike Hall","startTime":306.23,"endTime":308.99,"body":"story. So I'm a chemical"},{"speaker":"Mike Hall","startTime":308.99,"endTime":312.91999999999996,"body":"engineer by training. And I"},{"speaker":"Mike Hall","startTime":308.99,"endTime":312.91999999999996,"body":"worked for two years in the"},{"speaker":"Mike Hall","startTime":312.91999999999996,"endTime":317.87,"body":"semiconductor industry, and lost"},{"speaker":"Mike Hall","startTime":312.91999999999996,"endTime":317.87,"body":"my job during the downturn. And"},{"speaker":"Mike Hall","startTime":317.87,"endTime":320.45000000000005,"body":"meanwhile, my brother who had"},{"speaker":"Mike Hall","startTime":317.87,"endTime":320.45000000000005,"body":"actually just graduated from"},{"speaker":"Mike Hall","startTime":320.45000000000005,"endTime":323.99,"body":"college, he's my family. We're"},{"speaker":"Mike Hall","startTime":320.45000000000005,"endTime":323.99,"body":"all entrepreneurs. He had"},{"speaker":"Mike Hall","startTime":323.99,"endTime":328.49,"body":"written this business plan for a"},{"speaker":"Mike Hall","startTime":323.99,"endTime":328.49,"body":"class in college to do back then"},{"speaker":"Mike Hall","startTime":328.49,"endTime":333.04999999999995,"body":"it was actually commercial solar"},{"speaker":"Mike Hall","startTime":328.49,"endTime":333.04999999999995,"body":"PPAs because the county the"},{"speaker":"Mike Hall","startTime":333.04999999999995,"endTime":335.75,"body":"state of California was just"},{"speaker":"Mike Hall","startTime":333.04999999999995,"endTime":335.75,"body":"starting to create incentives to"},{"speaker":"Mike Hall","startTime":336.11,"endTime":338.21000000000004,"body":"encourage people to do grid"},{"speaker":"Mike Hall","startTime":336.11,"endTime":338.21000000000004,"body":"connected solar. There was no"},{"speaker":"Mike Hall","startTime":338.21000000000004,"endTime":341.99,"body":"grid connected solar until it"},{"speaker":"Mike Hall","startTime":338.21000000000004,"endTime":341.99,"body":"just started to pop up back in"},{"speaker":"Mike Hall","startTime":341.99,"endTime":346.58000000000004,"body":"2002. And so I had this time, my"},{"speaker":"Mike Hall","startTime":341.99,"endTime":346.58000000000004,"body":"brother had soft started this"},{"speaker":"Mike Hall","startTime":346.58000000000004,"endTime":349.70000000000005,"body":"company by doing like my dad's"},{"speaker":"Mike Hall","startTime":346.58000000000004,"endTime":349.70000000000005,"body":"house and my uncle's house and a"},{"speaker":"Mike Hall","startTime":349.70000000000005,"endTime":352.94000000000005,"body":"cousin's house tonight. Have"},{"speaker":"Mike Hall","startTime":349.70000000000005,"endTime":352.94000000000005,"body":"kilowatts at a time. And I just"},{"speaker":"Mike Hall","startTime":352.94000000000005,"endTime":356.05999999999995,"body":"got hooked. And so we launched"},{"speaker":"Mike Hall","startTime":352.94000000000005,"endTime":356.05999999999995,"body":"this business as a garage"},{"speaker":"Mike Hall","startTime":356.05999999999995,"endTime":359.39,"body":"business. We got $40,000 for my"},{"speaker":"Mike Hall","startTime":356.05999999999995,"endTime":359.39,"body":"parents, and that was the"},{"speaker":"Mike Hall","startTime":359.39,"endTime":363.55999999999995,"body":"Borrego origin story. And then"},{"speaker":"Mike Hall","startTime":359.39,"endTime":363.55999999999995,"body":"over 20 years, we really did"},{"speaker":"Mike Hall","startTime":363.62,"endTime":366.08000000000004,"body":"almost everything there is to do"},{"speaker":"Mike Hall","startTime":363.62,"endTime":366.08000000000004,"body":"and downstream solar and"},{"speaker":"Mike Hall","startTime":366.08000000000004,"endTime":369.86,"body":"storage. We did build an EPC, as"},{"speaker":"Mike Hall","startTime":366.08000000000004,"endTime":369.86,"body":"you said, but we also were one"},{"speaker":"Mike Hall","startTime":369.86,"endTime":373.30999999999995,"body":"of the early developers in what"},{"speaker":"Mike Hall","startTime":369.86,"endTime":373.30999999999995,"body":"became the community, slower"},{"speaker":"Mike Hall","startTime":373.30999999999995,"endTime":375.89,"body":"market. We built a very"},{"speaker":"Mike Hall","startTime":373.30999999999995,"endTime":375.89,"body":"successful development business,"},{"speaker":"Mike Hall","startTime":376.25,"endTime":378.95000000000005,"body":"which we sold last year, your"},{"speaker":"Mike Hall","startTime":376.25,"endTime":378.95000000000005,"body":"time at these changes we sold"},{"speaker":"Mike Hall","startTime":378.95000000000005,"endTime":383.03,"body":"that we spun off and sold that."},{"speaker":"Mike Hall","startTime":378.95000000000005,"endTime":383.03,"body":"That's New Leaf. That's now New"},{"speaker":"Mike Hall","startTime":383.03,"endTime":386.33000000000004,"body":"Leaf energy. Yeah, we've energy"},{"speaker":"Mike Hall","startTime":383.03,"endTime":386.33000000000004,"body":"came out of Borrego an outbreak"},{"speaker":"Mike Hall","startTime":386.33000000000004,"endTime":389.99,"body":"of development business, right."},{"speaker":"Mike Hall","startTime":386.33000000000004,"endTime":389.99,"body":"And then this new business Anza,"},{"speaker":"Mike Hall","startTime":390.02,"endTime":393.38,"body":"which we launched and just spun"},{"speaker":"Mike Hall","startTime":390.02,"endTime":393.38,"body":"out in May, that now I'm working"},{"speaker":"Mike Hall","startTime":393.38,"endTime":395.96000000000004,"body":"on full time and really excited"},{"speaker":"Mike Hall","startTime":393.38,"endTime":395.96000000000004,"body":"about Yeah, yeah."},{"speaker":"Tim Montague","startTime":396.55999999999995,"endTime":400.90999999999997,"body":"Yeah, that's a so"},{"speaker":"Tim Montague","startTime":396.55999999999995,"endTime":400.90999999999997,"body":"you were a resi solar installer,"},{"speaker":"Tim Montague","startTime":401.33000000000004,"endTime":404.53999999999996,"body":"then you grew into commercial?"},{"speaker":"Tim Montague","startTime":401.33000000000004,"endTime":404.53999999999996,"body":"That's right. That's right. Then"},{"speaker":"Tim Montague","startTime":404.53999999999996,"endTime":409.88,"body":"you became a developer. And so"},{"speaker":"Tim Montague","startTime":404.53999999999996,"endTime":409.88,"body":"you then you, then you had a"},{"speaker":"Tim Montague","startTime":410.05999999999995,"endTime":412.15999999999997,"body":"kind of you were vertically"},{"speaker":"Tim Montague","startTime":410.05999999999995,"endTime":412.15999999999997,"body":"integrated for a little while"},{"speaker":"Tim Montague","startTime":412.15999999999997,"endTime":415.76,"body":"right development and exactly"},{"speaker":"Tim Montague","startTime":412.15999999999997,"endTime":415.76,"body":"right. That's exactly right."},{"speaker":"Tim Montague","startTime":415.76,"endTime":418.49,"body":"Then you spun off the EPC. We"},{"speaker":"Tim Montague","startTime":415.76,"endTime":418.49,"body":"didn't spin"},{"speaker":"Mike Hall","startTime":418.49,"endTime":420.91999999999996,"body":"off the boilers, just"},{"speaker":"Mike Hall","startTime":418.49,"endTime":420.91999999999996,"body":"a division. Yeah, we what we"},{"speaker":"Mike Hall","startTime":420.91999999999996,"endTime":425.33000000000004,"body":"did, and this is this gets into,"},{"speaker":"Mike Hall","startTime":420.91999999999996,"endTime":425.33000000000004,"body":"you know, the management"},{"speaker":"Mike Hall","startTime":425.33000000000004,"endTime":430.30999999999995,"body":"leadership history of that"},{"speaker":"Mike Hall","startTime":425.33000000000004,"endTime":430.30999999999995,"body":"company. But in 2020, we, we had"},{"speaker":"Mike Hall","startTime":430.30999999999995,"endTime":432.86,"body":"this transformation that we"},{"speaker":"Mike Hall","startTime":430.30999999999995,"endTime":432.86,"body":"called the gigawatt revolution,"},{"speaker":"Mike Hall","startTime":432.86,"endTime":435.95000000000005,"body":"which was, we wanted to be out"},{"speaker":"Mike Hall","startTime":432.86,"endTime":435.95000000000005,"body":"that gigawatt impact and"},{"speaker":"Mike Hall","startTime":435.95000000000005,"endTime":438.95000000000005,"body":"everything we're doing. And so"},{"speaker":"Mike Hall","startTime":435.95000000000005,"endTime":438.95000000000005,"body":"one of the things that we did to"},{"speaker":"Mike Hall","startTime":438.95000000000005,"endTime":442.78999999999996,"body":"enable that was we split this"},{"speaker":"Mike Hall","startTime":438.95000000000005,"endTime":442.78999999999996,"body":"kind of big, vertically"},{"speaker":"Mike Hall","startTime":442.78999999999996,"endTime":445.70000000000005,"body":"integrated business into three"},{"speaker":"Mike Hall","startTime":442.78999999999996,"endTime":445.70000000000005,"body":"different business lines, each"},{"speaker":"Mike Hall","startTime":445.70000000000005,"endTime":448.70000000000005,"body":"with their own business leader,"},{"speaker":"Mike Hall","startTime":445.70000000000005,"endTime":448.70000000000005,"body":"each with their own team, each"},{"speaker":"Mike Hall","startTime":448.70000000000005,"endTime":450.83000000000004,"body":"with their own profit and loss"},{"speaker":"Mike Hall","startTime":448.70000000000005,"endTime":450.83000000000004,"body":"statement, each with their own"},{"speaker":"Mike Hall","startTime":450.83000000000004,"endTime":453.79999999999995,"body":"sets of goals. And so that"},{"speaker":"Mike Hall","startTime":450.83000000000004,"endTime":453.79999999999995,"body":"created like a mini"},{"speaker":"Mike Hall","startTime":453.79999999999995,"endTime":457.25,"body":"conglomerate, which had"},{"speaker":"Mike Hall","startTime":453.79999999999995,"endTime":457.25,"body":"positives and negatives to it,"},{"speaker":"Mike Hall","startTime":457.25,"endTime":461.09000000000003,"body":"if I'm being real, but one of"},{"speaker":"Mike Hall","startTime":457.25,"endTime":461.09000000000003,"body":"the positives it did allow the"},{"speaker":"Mike Hall","startTime":461.09000000000003,"endTime":464.05999999999995,"body":"development business to really"},{"speaker":"Mike Hall","startTime":461.09000000000003,"endTime":464.05999999999995,"body":"grow and flourish. And I think"},{"speaker":"Mike Hall","startTime":464.05999999999995,"endTime":468.38,"body":"that's, that's really why nuleaf"},{"speaker":"Mike Hall","startTime":464.05999999999995,"endTime":468.38,"body":"is so successful today. It also"},{"speaker":"Mike Hall","startTime":468.38,"endTime":472.49,"body":"allowed us to do creative things"},{"speaker":"Mike Hall","startTime":468.38,"endTime":472.49,"body":"like launch this as a business,"},{"speaker":"Mike Hall","startTime":472.49,"endTime":475.1,"body":"which is really about bringing"},{"speaker":"Mike Hall","startTime":472.49,"endTime":475.1,"body":"data and technology to"},{"speaker":"Mike Hall","startTime":475.1,"endTime":480.14,"body":"procurement. And so yeah, things"},{"speaker":"Mike Hall","startTime":475.1,"endTime":480.14,"body":"things change a lot in 2020,"},{"speaker":"Mike Hall","startTime":480.16999999999996,"endTime":483.65,"body":"when we kind of disaggregated"},{"speaker":"Mike Hall","startTime":480.16999999999996,"endTime":483.65,"body":"the company, and said, You know"},{"speaker":"Mike Hall","startTime":483.65,"endTime":486.95000000000005,"body":"what we're actually doing, we're"},{"speaker":"Mike Hall","startTime":483.65,"endTime":486.95000000000005,"body":"not just one business. We are a"},{"speaker":"Mike Hall","startTime":486.95000000000005,"endTime":490.15999999999997,"body":"greenfield developer. We are an"},{"speaker":"Mike Hall","startTime":486.95000000000005,"endTime":490.15999999999997,"body":"EPC. And then I don't want to"},{"speaker":"Mike Hall","startTime":490.15999999999997,"endTime":493.66999999999996,"body":"forget to talk about oh, NM, we"},{"speaker":"Mike Hall","startTime":490.15999999999997,"endTime":493.66999999999996,"body":"Borrego has an operation and"},{"speaker":"Mike Hall","startTime":493.66999999999996,"endTime":497.0,"body":"maintenance business is 10 years"},{"speaker":"Mike Hall","startTime":493.66999999999996,"endTime":497.0,"body":"old, that is still thriving, and"},{"speaker":"Mike Hall","startTime":497.0,"endTime":502.78999999999996,"body":"growing, servicing, both utility"},{"speaker":"Mike Hall","startTime":497.0,"endTime":502.78999999999996,"body":"scale and large DG projects."},{"speaker":"Mike Hall","startTime":503.0,"endTime":506.57000000000005,"body":"They service over 1000 systems"},{"speaker":"Mike Hall","startTime":503.0,"endTime":506.57000000000005,"body":"and operate a little over one"},{"speaker":"Mike Hall","startTime":506.57000000000005,"endTime":508.22,"body":"app gigawatt of plants."},{"speaker":"Tim Montague","startTime":508.49,"endTime":510.95000000000005,"body":"And so now there's"},{"speaker":"Tim Montague","startTime":508.49,"endTime":510.95000000000005,"body":"really well there's three"},{"speaker":"Tim Montague","startTime":510.95000000000005,"endTime":513.98,"body":"companies still there's Anza,"},{"speaker":"Tim Montague","startTime":510.95000000000005,"endTime":513.98,"body":"which we're going to talk more"},{"speaker":"Tim Montague","startTime":513.98,"endTime":519.11,"body":"about, there's Borrego or"},{"speaker":"Tim Montague","startTime":513.98,"endTime":519.11,"body":"Briggle nm, because the EPC side"},{"speaker":"Tim Montague","startTime":519.11,"endTime":521.15,"body":"of radio is now scaling down"},{"speaker":"Mike Hall","startTime":521.18,"endTime":523.46,"body":"there yet they're not"},{"speaker":"Mike Hall","startTime":521.18,"endTime":523.46,"body":"taking any new contracts. We're"},{"speaker":"Mike Hall","startTime":523.46,"endTime":526.31,"body":"just finishing the contracts we"},{"speaker":"Mike Hall","startTime":523.46,"endTime":526.31,"body":"have. But though the O nm"},{"speaker":"Mike Hall","startTime":526.31,"endTime":528.95,"body":"company is going to continue yo"},{"speaker":"Mike Hall","startTime":526.31,"endTime":528.95,"body":"nm company to continue its"},{"speaker":"Mike Hall","startTime":528.95,"endTime":532.37,"body":"growing, they're taking new"},{"speaker":"Mike Hall","startTime":528.95,"endTime":532.37,"body":"contracts signing new customers"},{"speaker":"Mike Hall","startTime":532.37,"endTime":534.83,"body":"are scaling. They're investing"},{"speaker":"Mike Hall","startTime":532.37,"endTime":534.83,"body":"in their own technology. They're"},{"speaker":"Mike Hall","startTime":534.83,"endTime":536.33,"body":"doing a lot of exciting things."},{"speaker":"Mike Hall","startTime":534.83,"endTime":536.33,"body":"Yeah."},{"speaker":"Tim Montague","startTime":536.72,"endTime":539.45,"body":"And then there's"},{"speaker":"Tim Montague","startTime":536.72,"endTime":539.45,"body":"new leaf. And do you have a role"},{"speaker":"Tim Montague","startTime":539.45,"endTime":542.0,"body":"in all three companies still? Or"},{"speaker":"Tim Montague","startTime":539.45,"endTime":542.0,"body":"what is your role? Yeah, it's"},{"speaker":"Mike Hall","startTime":542.0,"endTime":545.03,"body":"an interesting"},{"speaker":"Mike Hall","startTime":542.0,"endTime":545.03,"body":"question. So I am the CEO of"},{"speaker":"Mike Hall","startTime":545.03,"endTime":549.98,"body":"Anza. So that is my day job and"},{"speaker":"Mike Hall","startTime":545.03,"endTime":549.98,"body":"my more than full time job, and"},{"speaker":"Mike Hall","startTime":549.98,"endTime":555.11,"body":"then I am still a board member"},{"speaker":"Mike Hall","startTime":549.98,"endTime":555.11,"body":"of vertigo, and still give"},{"speaker":"Mike Hall","startTime":555.11,"endTime":559.1,"body":"advice and meet with the CEO of"},{"speaker":"Mike Hall","startTime":555.11,"endTime":559.1,"body":"vertigo, and the gentleman,"},{"speaker":"Mike Hall","startTime":559.1,"endTime":563.03,"body":"Miquel Bachman, who runs no nm"},{"speaker":"Mike Hall","startTime":559.1,"endTime":563.03,"body":"business, I have no formal role"},{"speaker":"Mike Hall","startTime":563.03,"endTime":566.03,"body":"with nuleaf, other than they're"},{"speaker":"Mike Hall","startTime":563.03,"endTime":566.03,"body":"very good friends. And I talk to"},{"speaker":"Mike Hall","startTime":566.03,"endTime":569.12,"body":"them often. But I have no formal"},{"speaker":"Mike Hall","startTime":566.03,"endTime":569.12,"body":"role. So yeah, I mean, I'm,"},{"speaker":"Mike Hall","startTime":569.51,"endTime":572.87,"body":"that's kind of a lay of the land"},{"speaker":"Mike Hall","startTime":569.51,"endTime":572.87,"body":"for me. But I'm spending my days"},{"speaker":"Mike Hall","startTime":572.87,"endTime":576.35,"body":"being about Anza, and how we can"},{"speaker":"Mike Hall","startTime":572.87,"endTime":576.35,"body":"revolutionize procurement for"},{"speaker":"Mike Hall","startTime":576.35,"endTime":577.79,"body":"the storage industry."},{"speaker":"Tim Montague","startTime":577.88,"endTime":580.49,"body":"And that seems"},{"speaker":"Tim Montague","startTime":577.88,"endTime":580.49,"body":"like a big shift to me. But"},{"speaker":"Tim Montague","startTime":580.52,"endTime":585.26,"body":"let's set the table a little bit"},{"speaker":"Tim Montague","startTime":580.52,"endTime":585.26,"body":"with Anza. Are you taking on the"},{"speaker":"Tim Montague","startTime":585.26,"endTime":589.3399999999999,"body":"green text and Bay walls of the"},{"speaker":"Tim Montague","startTime":585.26,"endTime":589.3399999999999,"body":"world? What exactly what"},{"speaker":"Mike Hall","startTime":589.3399999999999,"endTime":591.9499999999999,"body":"we're doing now. So"},{"speaker":"Mike Hall","startTime":589.3399999999999,"endTime":591.9499999999999,"body":"what Anza is, is it's it's a"},{"speaker":"Mike Hall","startTime":591.9499999999999,"endTime":596.72,"body":"platform to allow large scale"},{"speaker":"Mike Hall","startTime":591.9499999999999,"endTime":596.72,"body":"buyers of solar and storage to"},{"speaker":"Mike Hall","startTime":596.75,"endTime":601.22,"body":"increase their project profits"},{"speaker":"Mike Hall","startTime":596.75,"endTime":601.22,"body":"by optimizing procurement. And"},{"speaker":"Mike Hall","startTime":601.22,"endTime":604.85,"body":"so we're not a distributor,"},{"speaker":"Mike Hall","startTime":601.22,"endTime":604.85,"body":"we're not a middleman. We've"},{"speaker":"Mike Hall","startTime":604.85,"endTime":606.9499999999999,"body":"done some brokerage, but we're"},{"speaker":"Mike Hall","startTime":604.85,"endTime":606.9499999999999,"body":"actually moving out of"},{"speaker":"Mike Hall","startTime":606.9499999999999,"endTime":610.52,"body":"brokerage. Really what we are is"},{"speaker":"Mike Hall","startTime":606.9499999999999,"endTime":610.52,"body":"we are a provider of data"},{"speaker":"Mike Hall","startTime":610.55,"endTime":616.49,"body":"technology and services to help"},{"speaker":"Mike Hall","startTime":610.55,"endTime":616.49,"body":"buyers get to better procurement"},{"speaker":"Mike Hall","startTime":616.49,"endTime":619.01,"body":"outcomes. Like I think a"},{"speaker":"Mike Hall","startTime":616.49,"endTime":619.01,"body":"metaphor is kind of the easiest"},{"speaker":"Mike Hall","startTime":619.01,"endTime":623.48,"body":"way to think about what we do."},{"speaker":"Mike Hall","startTime":619.01,"endTime":623.48,"body":"So we looked at this was back in"},{"speaker":"Mike Hall","startTime":623.48,"endTime":627.29,"body":"2020 2021, we were thinking"},{"speaker":"Mike Hall","startTime":623.48,"endTime":627.29,"body":"about Anza. We looked at the PV"},{"speaker":"Mike Hall","startTime":627.29,"endTime":630.02,"body":"industry, started PV now we're"},{"speaker":"Mike Hall","startTime":627.29,"endTime":630.02,"body":"also doing storage and we're"},{"speaker":"Mike Hall","startTime":630.02,"endTime":633.38,"body":"like, Okay, this is poised to be"},{"speaker":"Mike Hall","startTime":630.02,"endTime":633.38,"body":"a $300 billion global industry,"},{"speaker":"Mike Hall","startTime":633.38,"endTime":637.76,"body":"which it is, but the way"},{"speaker":"Mike Hall","startTime":633.38,"endTime":637.76,"body":"procurement is done is it's it's"},{"speaker":"Mike Hall","startTime":637.76,"endTime":639.68,"body":"like it's back in the dark ages,"},{"speaker":"Mike Hall","startTime":637.76,"endTime":639.68,"body":"or at least like back in the"},{"speaker":"Mike Hall","startTime":639.7099999999999,"endTime":643.52,"body":"80s. Right, like I think early"},{"speaker":"Mike Hall","startTime":639.7099999999999,"endTime":643.52,"body":"80s. My parents they wanted to"},{"speaker":"Mike Hall","startTime":643.52,"endTime":646.8199999999999,"body":"buy a plane ticket from San"},{"speaker":"Mike Hall","startTime":643.52,"endTime":646.8199999999999,"body":"Diego to New York, where they do"},{"speaker":"Mike Hall","startTime":646.8199999999999,"endTime":649.55,"body":"they got on the phone and they"},{"speaker":"Mike Hall","startTime":646.8199999999999,"endTime":649.55,"body":"called each airline one at a"},{"speaker":"Mike Hall","startTime":649.55,"endTime":653.3,"body":"time had a pencil Paper, asked"},{"speaker":"Mike Hall","startTime":649.55,"endTime":653.3,"body":"them what flights you have, how"},{"speaker":"Mike Hall","startTime":653.3,"endTime":655.9399999999999,"body":"much do they cost, which ones"},{"speaker":"Mike Hall","startTime":653.3,"endTime":655.9399999999999,"body":"are direct, which ones are a"},{"speaker":"Mike Hall","startTime":655.9399999999999,"endTime":659.06,"body":"direct, and they went through"},{"speaker":"Mike Hall","startTime":655.9399999999999,"endTime":659.06,"body":"that list. And eventually they'd"},{"speaker":"Mike Hall","startTime":659.06,"endTime":661.5799999999999,"body":"be like, Alright, I need to buy"},{"speaker":"Mike Hall","startTime":659.06,"endTime":661.5799999999999,"body":"something, by the time they went"},{"speaker":"Mike Hall","startTime":661.5799999999999,"endTime":664.16,"body":"back to buy that airline ticket"},{"speaker":"Mike Hall","startTime":661.5799999999999,"endTime":664.16,"body":"may or may not be there. And"},{"speaker":"Mike Hall","startTime":664.16,"endTime":666.92,"body":"that's how procurements being"},{"speaker":"Mike Hall","startTime":664.16,"endTime":666.92,"body":"done today, there are 40"},{"speaker":"Mike Hall","startTime":666.92,"endTime":671.0899999999999,"body":"companies on the Bloomberg tier"},{"speaker":"Mike Hall","startTime":666.92,"endTime":671.0899999999999,"body":"one list for solar modules, and"},{"speaker":"Mike Hall","startTime":671.12,"endTime":673.91,"body":"transactions and information is"},{"speaker":"Mike Hall","startTime":671.12,"endTime":673.91,"body":"being exchanged through phone"},{"speaker":"Mike Hall","startTime":673.91,"endTime":676.97,"body":"calls and emails. And it's"},{"speaker":"Mike Hall","startTime":673.91,"endTime":676.97,"body":"incredibly inefficient. And so"},{"speaker":"Mike Hall","startTime":676.97,"endTime":680.42,"body":"what ends it does is it's, it's"},{"speaker":"Mike Hall","startTime":676.97,"endTime":680.42,"body":"not like Kayak, because it's not"},{"speaker":"Mike Hall","startTime":680.42,"endTime":683.0,"body":"a consumer product. But it's"},{"speaker":"Mike Hall","startTime":680.42,"endTime":683.0,"body":"that type of experience where"},{"speaker":"Mike Hall","startTime":683.0,"endTime":686.6,"body":"you can come in to the platform,"},{"speaker":"Mike Hall","startTime":683.0,"endTime":686.6,"body":"you can see over 90% of the US"},{"speaker":"Mike Hall","startTime":686.6,"endTime":690.8,"body":"supply, and compare the products"},{"speaker":"Mike Hall","startTime":686.6,"endTime":690.8,"body":"based on price. But also we have"},{"speaker":"Mike Hall","startTime":690.8,"endTime":693.17,"body":"technology that allows you to"},{"speaker":"Mike Hall","startTime":690.8,"endTime":693.17,"body":"compare the products on total"},{"speaker":"Mike Hall","startTime":693.17,"endTime":696.5,"body":"value. So we have this metric"},{"speaker":"Mike Hall","startTime":693.17,"endTime":696.5,"body":"called effective dollar per"},{"speaker":"Mike Hall","startTime":696.5,"endTime":700.0699999999999,"body":"watt, that allows buyers to"},{"speaker":"Mike Hall","startTime":696.5,"endTime":700.0699999999999,"body":"compare the products not just"},{"speaker":"Mike Hall","startTime":700.0699999999999,"endTime":703.31,"body":"based on how much they cost, but"},{"speaker":"Mike Hall","startTime":700.0699999999999,"endTime":703.31,"body":"also how much energy they"},{"speaker":"Mike Hall","startTime":703.31,"endTime":706.1,"body":"produce and the value of that"},{"speaker":"Mike Hall","startTime":703.31,"endTime":706.1,"body":"energy. And also differences in"},{"speaker":"Mike Hall","startTime":706.1,"endTime":709.4,"body":"installation costs because we"},{"speaker":"Mike Hall","startTime":706.1,"endTime":709.4,"body":"come from being an EPC. So we"},{"speaker":"Mike Hall","startTime":709.4,"endTime":714.62,"body":"can give you as a buyer like,"},{"speaker":"Mike Hall","startTime":709.4,"endTime":714.62,"body":"Okay, this module is of a larger"},{"speaker":"Mike Hall","startTime":714.62,"endTime":717.56,"body":"form factor, there are fewer"},{"speaker":"Mike Hall","startTime":714.62,"endTime":717.56,"body":"pieces. So it's gonna be"},{"speaker":"Mike Hall","startTime":717.56,"endTime":720.9499999999999,"body":"materially cheaper to install,"},{"speaker":"Mike Hall","startTime":717.56,"endTime":720.9499999999999,"body":"this module sits on the next"},{"speaker":"Mike Hall","startTime":720.9499999999999,"endTime":724.01,"body":"track or differently, it's"},{"speaker":"Mike Hall","startTime":720.9499999999999,"endTime":724.01,"body":"cheaper to install. And"},{"speaker":"Mike Hall","startTime":724.01,"endTime":726.1999999999999,"body":"sometimes on these big projects,"},{"speaker":"Mike Hall","startTime":724.01,"endTime":726.1999999999999,"body":"there's millions of dollars in"},{"speaker":"Mike Hall","startTime":726.1999999999999,"endTime":730.04,"body":"installation cost difference is"},{"speaker":"Mike Hall","startTime":726.1999999999999,"endTime":730.04,"body":"that the procurement people"},{"speaker":"Mike Hall","startTime":730.0699999999999,"endTime":733.25,"body":"doing hard work to run these"},{"speaker":"Mike Hall","startTime":730.0699999999999,"endTime":733.25,"body":"processes, they can't see that."},{"speaker":"Mike Hall","startTime":733.28,"endTime":735.5,"body":"And so we enable them to see"},{"speaker":"Mike Hall","startTime":733.28,"endTime":735.5,"body":"that so that they can ultimately"},{"speaker":"Mike Hall","startTime":735.5,"endTime":738.5,"body":"make optimal decisions and"},{"speaker":"Mike Hall","startTime":735.5,"endTime":738.5,"body":"increase project profits."},{"speaker":"Tim Montague","startTime":739.37,"endTime":742.0699999999999,"body":"So you're you're"},{"speaker":"Tim Montague","startTime":739.37,"endTime":742.0699999999999,"body":"making the buying process much"},{"speaker":"Tim Montague","startTime":742.0699999999999,"endTime":744.98,"body":"more sophisticated. It sounds"},{"speaker":"Tim Montague","startTime":742.0699999999999,"endTime":744.98,"body":"like exactly, and that's exactly"},{"speaker":"Tim Montague","startTime":744.98,"endTime":749.15,"body":"what we're doing. And so it's a"},{"speaker":"Tim Montague","startTime":744.98,"endTime":749.15,"body":"software as a service platform"},{"speaker":"Tim Montague","startTime":749.39,"endTime":750.86,"body":"that you subscribe to."},{"speaker":"Mike Hall","startTime":751.13,"endTime":753.56,"body":"They Yeah, so"},{"speaker":"Mike Hall","startTime":751.13,"endTime":753.56,"body":"typically, right now customers"},{"speaker":"Mike Hall","startTime":753.56,"endTime":757.28,"body":"are working with us where they"},{"speaker":"Mike Hall","startTime":753.56,"endTime":757.28,"body":"effectively subscribe or engage"},{"speaker":"Mike Hall","startTime":757.28,"endTime":760.61,"body":"with us on a per project basis."},{"speaker":"Mike Hall","startTime":757.28,"endTime":760.61,"body":"We're also we're also willing to"},{"speaker":"Mike Hall","startTime":760.61,"endTime":765.3199999999999,"body":"talk about, you know, whole"},{"speaker":"Mike Hall","startTime":760.61,"endTime":765.3199999999999,"body":"corporate wide engagements. But"},{"speaker":"Mike Hall","startTime":765.3199999999999,"endTime":768.26,"body":"generally, yeah, customer will"},{"speaker":"Mike Hall","startTime":765.3199999999999,"endTime":768.26,"body":"be in the early stages of their"},{"speaker":"Mike Hall","startTime":768.26,"endTime":771.11,"body":"procurement, we'll show them"},{"speaker":"Mike Hall","startTime":768.26,"endTime":771.11,"body":"what we can do, they'll get"},{"speaker":"Mike Hall","startTime":771.14,"endTime":774.11,"body":"really interested understand"},{"speaker":"Mike Hall","startTime":771.14,"endTime":774.11,"body":"that we can save them, depending"},{"speaker":"Mike Hall","startTime":774.11,"endTime":777.5,"body":"on scale hundreds of 1000s, or"},{"speaker":"Mike Hall","startTime":774.11,"endTime":777.5,"body":"millions, or for utility scale,"},{"speaker":"Mike Hall","startTime":777.5,"endTime":780.41,"body":"sometimes it's 10s of millions,"},{"speaker":"Mike Hall","startTime":777.5,"endTime":780.41,"body":"they'll contract with us. And"},{"speaker":"Mike Hall","startTime":780.41,"endTime":783.86,"body":"we'll use our tech data and"},{"speaker":"Mike Hall","startTime":780.41,"endTime":783.86,"body":"technology. But also people were"},{"speaker":"Mike Hall","startTime":783.89,"endTime":787.4,"body":"35 people working full time on"},{"speaker":"Mike Hall","startTime":783.89,"endTime":787.4,"body":"procurement to optimize that"},{"speaker":"Mike Hall","startTime":787.4,"endTime":788.0899999999999,"body":"process."},{"speaker":"Tim Montague","startTime":788.4499999999999,"endTime":790.88,"body":"And then are you"},{"speaker":"Tim Montague","startTime":788.4499999999999,"endTime":790.88,"body":"at all integrating information"},{"speaker":"Tim Montague","startTime":790.88,"endTime":795.3199999999999,"body":"from companies like clean energy"},{"speaker":"Tim Montague","startTime":790.88,"endTime":795.3199999999999,"body":"associates or assignable techs."},{"speaker":"Mike Hall","startTime":795.5,"endTime":797.93,"body":"So we're not the"},{"speaker":"Mike Hall","startTime":795.5,"endTime":797.93,"body":"platform itself doesn't"},{"speaker":"Mike Hall","startTime":797.9599999999999,"endTime":801.56,"body":"integrate. But it's very often"},{"speaker":"Mike Hall","startTime":797.9599999999999,"endTime":801.56,"body":"that our customers do work with"},{"speaker":"Mike Hall","startTime":801.56,"endTime":807.68,"body":"companies like ca or STS or P"},{"speaker":"Mike Hall","startTime":801.56,"endTime":807.68,"body":"Val and will facilitate that."},{"speaker":"Mike Hall","startTime":807.7099999999999,"endTime":810.86,"body":"But we are not competing with"},{"speaker":"Mike Hall","startTime":807.7099999999999,"endTime":810.86,"body":"those companies. We are not an"},{"speaker":"Mike Hall","startTime":810.86,"endTime":815.99,"body":"in factory QA QC service"},{"speaker":"Mike Hall","startTime":810.86,"endTime":815.99,"body":"provider, we don't have a lab"},{"speaker":"Mike Hall","startTime":815.99,"endTime":820.3399999999999,"body":"like Pete l does. So those"},{"speaker":"Mike Hall","startTime":815.99,"endTime":820.3399999999999,"body":"companies are really important."},{"speaker":"Mike Hall","startTime":820.37,"endTime":824.12,"body":"And we will we have like best"},{"speaker":"Mike Hall","startTime":820.37,"endTime":824.12,"body":"practices that will encourage"},{"speaker":"Mike Hall","startTime":824.12,"endTime":827.5699999999999,"body":"our customers to put into their"},{"speaker":"Mike Hall","startTime":824.12,"endTime":827.5699999999999,"body":"contracts, and potentially"},{"speaker":"Mike Hall","startTime":827.5699999999999,"endTime":830.75,"body":"scopes the services to us from"},{"speaker":"Mike Hall","startTime":827.5699999999999,"endTime":830.75,"body":"those companies. But that's"},{"speaker":"Mike Hall","startTime":830.78,"endTime":832.91,"body":"that's not really our domain,"},{"speaker":"Mike Hall","startTime":830.78,"endTime":832.91,"body":"what we're trying to do is"},{"speaker":"Mike Hall","startTime":832.91,"endTime":838.04,"body":"aggregate all the data around"},{"speaker":"Mike Hall","startTime":832.91,"endTime":838.04,"body":"who has what products available"},{"speaker":"Mike Hall","startTime":838.04,"endTime":841.5799999999999,"body":"at what price? And what are all"},{"speaker":"Mike Hall","startTime":838.04,"endTime":841.5799999999999,"body":"the technical, non technical and"},{"speaker":"Mike Hall","startTime":841.5799999999999,"endTime":844.6999999999999,"body":"commercial data about those"},{"speaker":"Mike Hall","startTime":841.5799999999999,"endTime":844.6999999999999,"body":"products, counterparties and"},{"speaker":"Mike Hall","startTime":844.6999999999999,"endTime":847.88,"body":"contracts, so that the customer"},{"speaker":"Mike Hall","startTime":844.6999999999999,"endTime":847.88,"body":"can make the most informed"},{"speaker":"Mike Hall","startTime":847.88,"endTime":848.48,"body":"decision."},{"speaker":"Tim Montague","startTime":849.14,"endTime":851.72,"body":"But so how are you"},{"speaker":"Tim Montague","startTime":849.14,"endTime":851.72,"body":"acquiring that data?"},{"speaker":"Mike Hall","startTime":851.8399999999999,"endTime":855.26,"body":"So we work with the"},{"speaker":"Mike Hall","startTime":851.8399999999999,"endTime":855.26,"body":"suppliers. So we have over 30"},{"speaker":"Mike Hall","startTime":855.77,"endTime":858.8,"body":"template contracts available and"},{"speaker":"Mike Hall","startTime":855.77,"endTime":858.8,"body":"over 30, suppliers representing"},{"speaker":"Mike Hall","startTime":858.8,"endTime":864.53,"body":"90% of the US source supply that"},{"speaker":"Mike Hall","startTime":858.8,"endTime":864.53,"body":"are working with us. And so we"},{"speaker":"Mike Hall","startTime":864.53,"endTime":868.43,"body":"try and get data from them on at"},{"speaker":"Mike Hall","startTime":864.53,"endTime":868.43,"body":"least twice a month basis. And"},{"speaker":"Mike Hall","startTime":868.43,"endTime":871.67,"body":"the technology actually enables"},{"speaker":"Mike Hall","startTime":868.43,"endTime":871.67,"body":"them to self update, and then"},{"speaker":"Mike Hall","startTime":871.67,"endTime":874.04,"body":"allows us to see what's what's"},{"speaker":"Mike Hall","startTime":871.67,"endTime":874.04,"body":"up to date and what's out of"},{"speaker":"Mike Hall","startTime":874.04,"endTime":877.1899999999999,"body":"date. And then we have a big"},{"speaker":"Mike Hall","startTime":874.04,"endTime":877.1899999999999,"body":"team that's aggregating that"},{"speaker":"Mike Hall","startTime":877.1899999999999,"endTime":880.04,"body":"data. I mean, that's what we're"},{"speaker":"Mike Hall","startTime":877.1899999999999,"endTime":880.04,"body":"trying to do. We think it"},{"speaker":"Mike Hall","startTime":880.04,"endTime":883.91,"body":"doesn't make there's 300 IPPs."},{"speaker":"Mike Hall","startTime":880.04,"endTime":883.91,"body":"By module that scale in the US."},{"speaker":"Mike Hall","startTime":936.0799999999999,"endTime":938.45,"body":"It doesn't make sense for every"},{"speaker":"Mike Hall","startTime":936.0799999999999,"endTime":938.45,"body":"one of them to aggregate data"},{"speaker":"Mike Hall","startTime":938.45,"endTime":941.0899999999999,"body":"from 30 Plus suppliers. So we're"},{"speaker":"Mike Hall","startTime":938.45,"endTime":941.0899999999999,"body":"like, let's do that for the"},{"speaker":"Mike Hall","startTime":941.0899999999999,"endTime":944.1199999999999,"body":"whole industry. So there's some"},{"speaker":"Mike Hall","startTime":941.0899999999999,"endTime":944.1199999999999,"body":"people power but we also use"},{"speaker":"Mike Hall","startTime":944.1199999999999,"endTime":947.5999999999999,"body":"technology. And we do rely on"},{"speaker":"Mike Hall","startTime":944.1199999999999,"endTime":947.5999999999999,"body":"the suppliers cooperation. But"},{"speaker":"Mike Hall","startTime":947.5999999999999,"endTime":949.8499999999999,"body":"in exchange for that we give a"},{"speaker":"Mike Hall","startTime":947.5999999999999,"endTime":949.8499999999999,"body":"lot of value to suppliers."},{"speaker":"Mike Hall","startTime":949.8499999999999,"endTime":953.81,"body":"Because through the supplier"},{"speaker":"Mike Hall","startTime":949.8499999999999,"endTime":953.81,"body":"side of the app, they get like"},{"speaker":"Mike Hall","startTime":953.81,"endTime":956.4200000000001,"body":"market intelligence, they can"},{"speaker":"Mike Hall","startTime":953.81,"endTime":956.4200000000001,"body":"see hey, where they can't see"},{"speaker":"Mike Hall","startTime":956.4200000000001,"endTime":958.97,"body":"anybody else's price."},{"speaker":"Mike Hall","startTime":956.4200000000001,"endTime":958.97,"body":"Everything's confidential, but"},{"speaker":"Mike Hall","startTime":958.97,"endTime":962.06,"body":"they can see hey, where do I"},{"speaker":"Mike Hall","startTime":958.97,"endTime":962.06,"body":"stack up? Why am I winning or"},{"speaker":"Mike Hall","startTime":962.06,"endTime":965.5699999999999,"body":"losing? How does my product"},{"speaker":"Mike Hall","startTime":962.06,"endTime":965.5699999999999,"body":"compare to others based on"},{"speaker":"Mike Hall","startTime":965.6600000000001,"endTime":968.99,"body":"efficiency? How am I How does my"},{"speaker":"Mike Hall","startTime":965.6600000000001,"endTime":968.99,"body":"warranty terms compared to"},{"speaker":"Mike Hall","startTime":968.99,"endTime":971.5699999999999,"body":"others? How do my payment terms"},{"speaker":"Mike Hall","startTime":968.99,"endTime":971.5699999999999,"body":"compared to others, they can't"},{"speaker":"Mike Hall","startTime":971.5699999999999,"endTime":974.1199999999999,"body":"see exactly how they line up"},{"speaker":"Mike Hall","startTime":971.5699999999999,"endTime":974.1199999999999,"body":"against any individual but in"},{"speaker":"Mike Hall","startTime":974.1199999999999,"endTime":977.21,"body":"aggregate, they can understand"},{"speaker":"Mike Hall","startTime":974.1199999999999,"endTime":977.21,"body":"both technically and"},{"speaker":"Mike Hall","startTime":977.21,"endTime":980.4200000000001,"body":"commercially, where do they line"},{"speaker":"Mike Hall","startTime":977.21,"endTime":980.4200000000001,"body":"up in the market and the"},{"speaker":"Mike Hall","startTime":980.4200000000001,"endTime":983.03,"body":"suppliers need that data and"},{"speaker":"Mike Hall","startTime":980.4200000000001,"endTime":983.03,"body":"it's really hard for them to get"},{"speaker":"Tim Montague","startTime":982.47,"endTime":986.8199999999999,"body":"The Clean Power"},{"speaker":"Tim Montague","startTime":982.47,"endTime":986.8199999999999,"body":"Hour is brought to you by CPS"},{"speaker":"Tim Montague","startTime":983.03,"endTime":983.24,"body":"it."},{"speaker":"Tim Montague","startTime":986.8199999999999,"endTime":990.0,"body":"America. The maker of North"},{"speaker":"Tim Montague","startTime":986.8199999999999,"endTime":990.0,"body":"America's number one three phase"},{"speaker":"Tim Montague","startTime":990.0,"endTime":993.27,"body":"string inverter with over six"},{"speaker":"Tim Montague","startTime":990.0,"endTime":993.27,"body":"gigawatts shipped in the US the"},{"speaker":"Tim Montague","startTime":993.27,"endTime":996.24,"body":"CPS America product lineup"},{"speaker":"Tim Montague","startTime":993.27,"endTime":996.24,"body":"includes three phase string"},{"speaker":"Tim Montague","startTime":996.24,"endTime":1001.5799999999999,"body":"inverters ranging from 25 to 275"},{"speaker":"Tim Montague","startTime":996.24,"endTime":1001.5799999999999,"body":"kW, their flagship inverter, the"},{"speaker":"Tim Montague","startTime":1001.5799999999999,"endTime":1005.9300000000001,"body":"CPS two 50 to 75 is designed to"},{"speaker":"Tim Montague","startTime":1001.5799999999999,"endTime":1005.9300000000001,"body":"work with solar plants ranging"},{"speaker":"Tim Montague","startTime":1005.9300000000001,"endTime":1010.49,"body":"from two megawatts to two"},{"speaker":"Tim Montague","startTime":1005.9300000000001,"endTime":1010.49,"body":"gigawatts, the 250 to 75 pairs"},{"speaker":"Tim Montague","startTime":1010.49,"endTime":1014.1800000000001,"body":"well, with CPS America's"},{"speaker":"Tim Montague","startTime":1010.49,"endTime":1014.1800000000001,"body":"exceptional data communication"},{"speaker":"Tim Montague","startTime":1014.3299999999999,"endTime":1017.51,"body":"controls and energy storage"},{"speaker":"Tim Montague","startTime":1014.3299999999999,"endTime":1017.51,"body":"solutions, go to"},{"speaker":"Tim Montague","startTime":1017.54,"endTime":1020.3299999999999,"body":"chintpowersystems.com To find"},{"speaker":"Tim Montague","startTime":1017.54,"endTime":1020.3299999999999,"body":"out more."},{"speaker":"Tim Montague","startTime":1021.3199999999999,"endTime":1026.51,"body":"So how did you think of this"},{"speaker":"Tim Montague","startTime":1021.3199999999999,"endTime":1026.51,"body":"idea? What what what was the the"},{"speaker":"Tim Montague","startTime":1026.51,"endTime":1027.41,"body":"aha moment?"},{"speaker":"Mike Hall","startTime":1028.01,"endTime":1030.68,"body":"Well, yeah, it came."},{"speaker":"Mike Hall","startTime":1028.01,"endTime":1030.68,"body":"We started thinking about this"},{"speaker":"Mike Hall","startTime":1030.68,"endTime":1034.49,"body":"back in 2020, when we were"},{"speaker":"Mike Hall","startTime":1030.68,"endTime":1034.49,"body":"actually doing some strategic"},{"speaker":"Mike Hall","startTime":1034.49,"endTime":1038.8999999999999,"body":"work on our EPC business. And"},{"speaker":"Mike Hall","startTime":1034.49,"endTime":1038.8999999999999,"body":"what we realized was that the"},{"speaker":"Mike Hall","startTime":1038.8999999999999,"endTime":1041.87,"body":"market had totally changed. So"},{"speaker":"Mike Hall","startTime":1038.8999999999999,"endTime":1041.87,"body":"when we started doing commercial"},{"speaker":"Mike Hall","startTime":1041.87,"endTime":1046.25,"body":"EPC, work IPPs bought their"},{"speaker":"Mike Hall","startTime":1041.87,"endTime":1046.25,"body":"modules from the EPCs. Right, it"},{"speaker":"Mike Hall","startTime":1046.25,"endTime":1049.58,"body":"was a turnkey contract that"},{"speaker":"Mike Hall","startTime":1046.25,"endTime":1049.58,"body":"included modules racking"},{"speaker":"Mike Hall","startTime":1049.58,"endTime":1053.48,"body":"inverters and all the services."},{"speaker":"Mike Hall","startTime":1049.58,"endTime":1053.48,"body":"But that market had flipped. And"},{"speaker":"Mike Hall","startTime":1053.48,"endTime":1057.02,"body":"by 2020, the IPPs are already"},{"speaker":"Mike Hall","startTime":1053.48,"endTime":1057.02,"body":"mostly starting to buy their own"},{"speaker":"Mike Hall","startTime":1057.02,"endTime":1060.83,"body":"modules. So that was interesting"},{"speaker":"Mike Hall","startTime":1057.02,"endTime":1060.83,"body":"to us. Because we had actually"},{"speaker":"Mike Hall","startTime":1060.83,"endTime":1066.35,"body":"at breakout had an IPP, we were"},{"speaker":"Mike Hall","startTime":1060.83,"endTime":1066.35,"body":"also developer, and what. And"},{"speaker":"Mike Hall","startTime":1066.35,"endTime":1071.09,"body":"what we realized was that an IPP"},{"speaker":"Mike Hall","startTime":1066.35,"endTime":1071.09,"body":"is a different buyer. And an IPP"},{"speaker":"Mike Hall","startTime":1071.09,"endTime":1074.06,"body":"doesn't just care about lowest"},{"speaker":"Mike Hall","startTime":1071.09,"endTime":1074.06,"body":"price, but they actually want"},{"speaker":"Mike Hall","startTime":1074.06,"endTime":1078.41,"body":"best value, they want the most"},{"speaker":"Mike Hall","startTime":1074.06,"endTime":1078.41,"body":"NPV or IRR. And so we realized"},{"speaker":"Mike Hall","startTime":1078.41,"endTime":1080.96,"body":"that what was formerly nuleaf,"},{"speaker":"Mike Hall","startTime":1078.41,"endTime":1080.96,"body":"we had developed these"},{"speaker":"Mike Hall","startTime":1080.96,"endTime":1084.2900000000002,"body":"algorithms and technology to be"},{"speaker":"Mike Hall","startTime":1080.96,"endTime":1084.2900000000002,"body":"able to evaluate large number of"},{"speaker":"Mike Hall","startTime":1084.2900000000002,"endTime":1087.53,"body":"modules based on Lifetime NPV."},{"speaker":"Mike Hall","startTime":1084.2900000000002,"endTime":1087.53,"body":"And so we're like, oh, we have"},{"speaker":"Mike Hall","startTime":1087.53,"endTime":1090.77,"body":"these algorithms. There's a"},{"speaker":"Mike Hall","startTime":1087.53,"endTime":1090.77,"body":"market demand. Let's put these"},{"speaker":"Mike Hall","startTime":1090.77,"endTime":1093.8600000000001,"body":"things together. And that became"},{"speaker":"Mike Hall","startTime":1090.77,"endTime":1093.8600000000001,"body":"the basis for answer using"},{"speaker":"Tim Montague","startTime":1093.8600000000001,"endTime":1096.26,"body":"some acronyms I'm"},{"speaker":"Tim Montague","startTime":1093.8600000000001,"endTime":1096.26,"body":"not familiar with. So well,"},{"speaker":"Tim Montague","startTime":1096.26,"endTime":1097.7,"body":"yeah, sure. It's break that"},{"speaker":"Tim Montague","startTime":1096.26,"endTime":1097.7,"body":"down."},{"speaker":"Mike Hall","startTime":1097.73,"endTime":1101.51,"body":"Yeah, sure. Yeah. So"},{"speaker":"Mike Hall","startTime":1097.73,"endTime":1101.51,"body":"net present value is a way of"},{"speaker":"Mike Hall","startTime":1101.51,"endTime":1102.23,"body":"measuring"},{"speaker":"Tim Montague","startTime":1102.38,"endTime":1106.43,"body":"locale. With that."},{"speaker":"Tim Montague","startTime":1102.38,"endTime":1106.43,"body":"Yeah. Yeah. But but there was a"},{"speaker":"Tim Montague","startTime":1106.43,"endTime":1109.0400000000002,"body":"couple other ones there. I'm not"},{"speaker":"Tim Montague","startTime":1106.43,"endTime":1109.0400000000002,"body":"sure. So"},{"speaker":"Mike Hall","startTime":1109.0400000000002,"endTime":1113.78,"body":"I talked fast. Yeah."},{"speaker":"Mike Hall","startTime":1109.0400000000002,"endTime":1113.78,"body":"Yeah. So IRR, internal rate of"},{"speaker":"Mike Hall","startTime":1113.78,"endTime":1115.8200000000002,"body":"returns, measurement of."},{"speaker":"Tim Montague","startTime":1116.5700000000002,"endTime":1118.8500000000001,"body":"And so you're"},{"speaker":"Tim Montague","startTime":1116.5700000000002,"endTime":1118.8500000000001,"body":"actually you're actually"},{"speaker":"Tim Montague","startTime":1118.8500000000001,"endTime":1124.3100000000002,"body":"providing those statistics, what"},{"speaker":"Tim Montague","startTime":1118.8500000000001,"endTime":1124.3100000000002,"body":"we do product by product basis,"},{"speaker":"Mike Hall","startTime":1124.3400000000001,"endTime":1128.9,"body":"we do but we focus"},{"speaker":"Mike Hall","startTime":1124.3400000000001,"endTime":1128.9,"body":"not on giving them an absolute"},{"speaker":"Mike Hall","startTime":1128.9,"endTime":1133.43,"body":"number, what we can show them is"},{"speaker":"Mike Hall","startTime":1128.9,"endTime":1133.43,"body":"for 30 Different plus products,"},{"speaker":"Mike Hall","startTime":1133.64,"endTime":1136.82,"body":"what are the differences are"},{"speaker":"Mike Hall","startTime":1133.64,"endTime":1136.82,"body":"expected differences and net"},{"speaker":"Mike Hall","startTime":1136.82,"endTime":1139.91,"body":"present value or internal rate"},{"speaker":"Mike Hall","startTime":1136.82,"endTime":1139.91,"body":"of return? So that's what we do."},{"speaker":"Mike Hall","startTime":1139.91,"endTime":1143.15,"body":"But we baked that all into our"},{"speaker":"Mike Hall","startTime":1139.91,"endTime":1143.15,"body":"number, which is we call it"},{"speaker":"Mike Hall","startTime":1143.15,"endTime":1146.33,"body":"effective dollar per watt. And"},{"speaker":"Mike Hall","startTime":1143.15,"endTime":1146.33,"body":"we're trying to get the industry"},{"speaker":"Mike Hall","startTime":1146.33,"endTime":1149.96,"body":"to say like, you know, what,"},{"speaker":"Mike Hall","startTime":1146.33,"endTime":1149.96,"body":"dollar per watt is not the most"},{"speaker":"Mike Hall","startTime":1149.96,"endTime":1152.45,"body":"meaningful number, because it"},{"speaker":"Mike Hall","startTime":1149.96,"endTime":1152.45,"body":"doesn't take into account"},{"speaker":"Mike Hall","startTime":1152.45,"endTime":1154.7,"body":"differences in performance. It"},{"speaker":"Mike Hall","startTime":1152.45,"endTime":1154.7,"body":"doesn't take into account"},{"speaker":"Mike Hall","startTime":1154.7,"endTime":1157.6100000000001,"body":"differences in installation"},{"speaker":"Mike Hall","startTime":1154.7,"endTime":1157.6100000000001,"body":"costs. So effective dollar per"},{"speaker":"Mike Hall","startTime":1157.6100000000001,"endTime":1160.58,"body":"watt is our way of like, let's"},{"speaker":"Mike Hall","startTime":1157.6100000000001,"endTime":1160.58,"body":"put everything into one number."},{"speaker":"Mike Hall","startTime":1160.67,"endTime":1163.82,"body":"And we can show you when you"},{"speaker":"Mike Hall","startTime":1160.67,"endTime":1163.82,"body":"consider everything and you look"},{"speaker":"Mike Hall","startTime":1163.82,"endTime":1166.55,"body":"at the lifetime value this"},{"speaker":"Mike Hall","startTime":1163.82,"endTime":1166.55,"body":"product. How do these products"},{"speaker":"Mike Hall","startTime":1166.55,"endTime":1167.06,"body":"differ?"},{"speaker":"Tim Montague","startTime":1167.66,"endTime":1172.58,"body":"Yeah, yeah. And"},{"speaker":"Tim Montague","startTime":1167.66,"endTime":1172.58,"body":"what is what what are your early"},{"speaker":"Tim Montague","startTime":1172.58,"endTime":1178.1000000000001,"body":"customers saying? What is their"},{"speaker":"Tim Montague","startTime":1172.58,"endTime":1178.1000000000001,"body":"experience? And can you talk"},{"speaker":"Tim Montague","startTime":1178.1000000000001,"endTime":1180.68,"body":"about what is the cost of the"},{"speaker":"Tim Montague","startTime":1178.1000000000001,"endTime":1180.68,"body":"platform?"},{"speaker":"Mike Hall","startTime":1181.01,"endTime":1184.13,"body":"Yeah, share it. So we"},{"speaker":"Mike Hall","startTime":1181.01,"endTime":1184.13,"body":"got great early traction. So we"},{"speaker":"Mike Hall","startTime":1184.13,"endTime":1188.93,"body":"have over 60 customers who have"},{"speaker":"Mike Hall","startTime":1184.13,"endTime":1188.93,"body":"already bought with assistance"},{"speaker":"Mike Hall","startTime":1188.93,"endTime":1194.1200000000001,"body":"from Anza, engaging us for their"},{"speaker":"Mike Hall","startTime":1188.93,"endTime":1194.1200000000001,"body":"procurement, and 2022. We"},{"speaker":"Mike Hall","startTime":1194.15,"endTime":1196.79,"body":"assisted on over a gigawatt of"},{"speaker":"Mike Hall","startTime":1194.15,"endTime":1196.79,"body":"procurement, we expect to do"},{"speaker":"Mike Hall","startTime":1196.79,"endTime":1200.51,"body":"over two gigawatts this year."},{"speaker":"Mike Hall","startTime":1196.79,"endTime":1200.51,"body":"We've also launched our storage"},{"speaker":"Mike Hall","startTime":1200.51,"endTime":1206.39,"body":"app. So early results have been"},{"speaker":"Mike Hall","startTime":1200.51,"endTime":1206.39,"body":"great. Are we charged we do"},{"speaker":"Mike Hall","startTime":1206.39,"endTime":1211.64,"body":"charge a small dollar per watt"},{"speaker":"Mike Hall","startTime":1206.39,"endTime":1211.64,"body":"fee on the procurement"},{"speaker":"Mike Hall","startTime":1211.64,"endTime":1217.7,"body":"engagements for Digi projects."},{"speaker":"Mike Hall","startTime":1211.64,"endTime":1217.7,"body":"It's, it's low like It's like"},{"speaker":"Mike Hall","startTime":1217.7,"endTime":1220.46,"body":"probably one to two cents and"},{"speaker":"Mike Hall","startTime":1217.7,"endTime":1220.46,"body":"for when he got up into utility"},{"speaker":"Mike Hall","startTime":1220.46,"endTime":1224.66,"body":"sale gets into the tenths of a"},{"speaker":"Mike Hall","startTime":1220.46,"endTime":1224.66,"body":"cent. So we're we're trying to"},{"speaker":"Mike Hall","startTime":1224.66,"endTime":1229.16,"body":"make sure that our our fee is"},{"speaker":"Mike Hall","startTime":1224.66,"endTime":1229.16,"body":"not a an obstacle because we"},{"speaker":"Mike Hall","startTime":1229.16,"endTime":1230.96,"body":"generate a multiple value on the"},{"speaker":"Mike Hall","startTime":1229.16,"endTime":1230.96,"body":"fee."},{"speaker":"Tim Montague","startTime":1231.8,"endTime":1234.47,"body":"So it's modules"},{"speaker":"Tim Montague","startTime":1231.8,"endTime":1234.47,"body":"and storage right now,"},{"speaker":"Mike Hall","startTime":1234.59,"endTime":1236.96,"body":"modules and storage."},{"speaker":"Mike Hall","startTime":1234.59,"endTime":1236.96,"body":"And on the storage side, we're"},{"speaker":"Mike Hall","startTime":1236.96,"endTime":1242.18,"body":"mostly focused on the DC block"},{"speaker":"Mike Hall","startTime":1236.96,"endTime":1242.18,"body":"architecture. So DC block vers"},{"speaker":"Mike Hall","startTime":1242.18,"endTime":1245.51,"body":"AC block, so basically blocks a"},{"speaker":"Mike Hall","startTime":1242.18,"endTime":1245.51,"body":"fully integrated product like"},{"speaker":"Mike Hall","startTime":1245.51,"endTime":1249.8,"body":"what you buy from fluence or its"},{"speaker":"Mike Hall","startTime":1245.51,"endTime":1249.8,"body":"cilia or Tesla, and then DC"},{"speaker":"Mike Hall","startTime":1249.8,"endTime":1254.45,"body":"block, meaning we're helping"},{"speaker":"Mike Hall","startTime":1249.8,"endTime":1254.45,"body":"customers buy a product from the"},{"speaker":"Mike Hall","startTime":1254.48,"endTime":1259.28,"body":"module, the battery module"},{"speaker":"Mike Hall","startTime":1254.48,"endTime":1259.28,"body":"makers, and then helping them do"},{"speaker":"Mike Hall","startTime":1259.28,"endTime":1264.8600000000001,"body":"integration with a inverter and"},{"speaker":"Mike Hall","startTime":1259.28,"endTime":1264.8600000000001,"body":"a, an energy management system,"},{"speaker":"Mike Hall","startTime":1264.8600000000001,"endTime":1267.23,"body":"the software that wraps the"},{"speaker":"Mike Hall","startTime":1264.8600000000001,"endTime":1267.23,"body":"whole thing together. Yeah,"},{"speaker":"Mike Hall","startTime":1267.3500000000001,"endTime":1267.71,"body":"yeah."},{"speaker":"Tim Montague","startTime":1268.34,"endTime":1271.22,"body":"So that's even"},{"speaker":"Tim Montague","startTime":1268.34,"endTime":1271.22,"body":"quite a bit more complicated,"},{"speaker":"Mike Hall","startTime":1271.6100000000001,"endTime":1276.17,"body":"more complicated. And"},{"speaker":"Mike Hall","startTime":1271.6100000000001,"endTime":1276.17,"body":"for storage, we provide more of"},{"speaker":"Mike Hall","startTime":1276.17,"endTime":1279.08,"body":"we call it like in we can"},{"speaker":"Mike Hall","startTime":1276.17,"endTime":1279.08,"body":"provide like integration light"},{"speaker":"Mike Hall","startTime":1279.08,"endTime":1283.07,"body":"services, we're helping them"},{"speaker":"Mike Hall","startTime":1279.08,"endTime":1283.07,"body":"bring those systems together,"},{"speaker":"Mike Hall","startTime":1283.34,"endTime":1288.05,"body":"helping them develop and execute"},{"speaker":"Mike Hall","startTime":1283.34,"endTime":1288.05,"body":"their commissioning plans. So we"},{"speaker":"Mike Hall","startTime":1288.05,"endTime":1291.8600000000001,"body":"have customers, though, who just"},{"speaker":"Mike Hall","startTime":1288.05,"endTime":1291.8600000000001,"body":"want to help us help them"},{"speaker":"Mike Hall","startTime":1291.8600000000001,"endTime":1295.91,"body":"navigate to the best DC block"},{"speaker":"Mike Hall","startTime":1291.8600000000001,"endTime":1295.91,"body":"purchase and we'll do that. And"},{"speaker":"Mike Hall","startTime":1295.91,"endTime":1299.57,"body":"then we have other customers who"},{"speaker":"Mike Hall","startTime":1295.91,"endTime":1299.57,"body":"say they need more support. And"},{"speaker":"Mike Hall","startTime":1299.57,"endTime":1302.9,"body":"so we'll help them actually"},{"speaker":"Mike Hall","startTime":1299.57,"endTime":1302.9,"body":"through the project. execution,"},{"speaker":"Mike Hall","startTime":1302.9,"endTime":1306.1100000000001,"body":"we're not an EPC. We're not"},{"speaker":"Mike Hall","startTime":1302.9,"endTime":1306.1100000000001,"body":"We're not acting as a"},{"speaker":"Mike Hall","startTime":1306.1100000000001,"endTime":1309.83,"body":"professional engineer. But our"},{"speaker":"Mike Hall","startTime":1306.1100000000001,"endTime":1309.83,"body":"team has done over 55 storage"},{"speaker":"Mike Hall","startTime":1309.83,"endTime":1312.77,"body":"projects, we took the whole"},{"speaker":"Mike Hall","startTime":1309.83,"endTime":1312.77,"body":"storage we bought as part of"},{"speaker":"Mike Hall","startTime":1313.01,"endTime":1315.71,"body":"when we bought Anza. From Vega,"},{"speaker":"Mike Hall","startTime":1313.01,"endTime":1315.71,"body":"we bought the whole storage team"},{"speaker":"Mike Hall","startTime":1316.01,"endTime":1318.14,"body":"that had done all vertigo"},{"speaker":"Mike Hall","startTime":1316.01,"endTime":1318.14,"body":"storage projects. So we have a"},{"speaker":"Mike Hall","startTime":1318.14,"endTime":1319.64,"body":"tremendous amount of storage"},{"speaker":"Mike Hall","startTime":1318.14,"endTime":1319.64,"body":"experience"},{"speaker":"Tim Montague","startTime":1319.67,"endTime":1323.33,"body":"in what is the"},{"speaker":"Tim Montague","startTime":1319.67,"endTime":1323.33,"body":"demo of a typical customer? Like"},{"speaker":"Tim Montague","startTime":1323.33,"endTime":1327.71,"body":"how bid? How many megawatts of"},{"speaker":"Tim Montague","startTime":1323.33,"endTime":1327.71,"body":"projects are they doing in order"},{"speaker":"Tim Montague","startTime":1327.71,"endTime":1331.07,"body":"to kind of really benefit from"},{"speaker":"Tim Montague","startTime":1327.71,"endTime":1331.07,"body":"your services."},{"speaker":"Mike Hall","startTime":1331.58,"endTime":1335.48,"body":"So our average deal"},{"speaker":"Mike Hall","startTime":1331.58,"endTime":1335.48,"body":"size is 10 megawatts, our"},{"speaker":"Mike Hall","startTime":1335.51,"endTime":1341.18,"body":"biggest deal is 400 megawatts."},{"speaker":"Mike Hall","startTime":1335.51,"endTime":1341.18,"body":"So that's the range. We've done"},{"speaker":"Mike Hall","startTime":1341.18,"endTime":1346.6100000000001,"body":"projects down to one megawatt,"},{"speaker":"Mike Hall","startTime":1341.18,"endTime":1346.6100000000001,"body":"you know, obviously, that that"},{"speaker":"Mike Hall","startTime":1347.18,"endTime":1349.1000000000001,"body":"you're maybe going to do a"},{"speaker":"Mike Hall","startTime":1347.18,"endTime":1349.1000000000001,"body":"little less analysis that a"},{"speaker":"Mike Hall","startTime":1349.1000000000001,"endTime":1354.08,"body":"megawatt and then you do it for"},{"speaker":"Mike Hall","startTime":1349.1000000000001,"endTime":1354.08,"body":"100. But customers benefit from"},{"speaker":"Mike Hall","startTime":1354.08,"endTime":1359.33,"body":"the full range. And we even have"},{"speaker":"Mike Hall","startTime":1354.08,"endTime":1359.33,"body":"EPCs, who work with us who maybe"},{"speaker":"Mike Hall","startTime":1359.3600000000001,"endTime":1364.58,"body":"are less concerned about, you"},{"speaker":"Mike Hall","startTime":1359.3600000000001,"endTime":1364.58,"body":"know, lifetime value, but do"},{"speaker":"Mike Hall","startTime":1364.58,"endTime":1367.31,"body":"want to understand, hey, what"},{"speaker":"Mike Hall","startTime":1364.58,"endTime":1367.31,"body":"are all the product options"},{"speaker":"Mike Hall","startTime":1367.31,"endTime":1370.49,"body":"available? And maybe they're not"},{"speaker":"Mike Hall","startTime":1367.31,"endTime":1370.49,"body":"able to get the direct attention"},{"speaker":"Mike Hall","startTime":1370.49,"endTime":1374.51,"body":"from the sales forces from the"},{"speaker":"Mike Hall","startTime":1370.49,"endTime":1374.51,"body":"vendors. And also understand,"},{"speaker":"Mike Hall","startTime":1374.51,"endTime":1376.79,"body":"hey, what are the differences in"},{"speaker":"Mike Hall","startTime":1374.51,"endTime":1376.79,"body":"installation costs? And I'm"},{"speaker":"Mike Hall","startTime":1376.79,"endTime":1381.98,"body":"likely to see, so but most of"},{"speaker":"Mike Hall","startTime":1376.79,"endTime":1381.98,"body":"our customers are IPPS, who are"},{"speaker":"Mike Hall","startTime":1381.98,"endTime":1385.16,"body":"either in the utility scale"},{"speaker":"Mike Hall","startTime":1381.98,"endTime":1385.16,"body":"market or that middle market"},{"speaker":"Mike Hall","startTime":1385.16,"endTime":1388.6100000000001,"body":"community, solar large DG"},{"speaker":"Mike Hall","startTime":1385.16,"endTime":1388.6100000000001,"body":"market? That's kind of our sweet"},{"speaker":"Mike Hall","startTime":1388.6100000000001,"endTime":1391.91,"body":"spot. You said IPPs? Sorry."},{"speaker":"Mike Hall","startTime":1388.6100000000001,"endTime":1391.91,"body":"Independent Power Producers."},{"speaker":"Mike Hall","startTime":1391.91,"endTime":1394.97,"body":"Yeah, yeah. Okay. Yeah. Right."},{"speaker":"Mike Hall","startTime":1391.91,"endTime":1394.97,"body":"Yeah. Yeah, we haven't worked a"},{"speaker":"Mike Hall","startTime":1394.97,"endTime":1398.06,"body":"lot with regulated utilities"},{"speaker":"Mike Hall","startTime":1394.97,"endTime":1398.06,"body":"yet, but we're open to it. We"},{"speaker":"Mike Hall","startTime":1398.06,"endTime":1399.98,"body":"just haven't done much yet."},{"speaker":"Mike Hall","startTime":1398.06,"endTime":1399.98,"body":"Yeah,"},{"speaker":"Tim Montague","startTime":1400.01,"endTime":1402.59,"body":"very cool. Well,"},{"speaker":"Tim Montague","startTime":1400.01,"endTime":1402.59,"body":"is there anything else that our"},{"speaker":"Tim Montague","startTime":1402.59,"endTime":1405.05,"body":"listeners should know that they"},{"speaker":"Tim Montague","startTime":1402.59,"endTime":1405.05,"body":"may not know?"},{"speaker":"Mike Hall","startTime":1405.89,"endTime":1407.75,"body":"Yeah, I mean, I'll"},{"speaker":"Mike Hall","startTime":1405.89,"endTime":1407.75,"body":"just encourage people, if you're"},{"speaker":"Mike Hall","startTime":1407.75,"endTime":1411.41,"body":"at all interested, you can go to"},{"speaker":"Mike Hall","startTime":1407.75,"endTime":1411.41,"body":"anzarenewables.com. And the"},{"speaker":"Mike Hall","startTime":1411.41,"endTime":1414.26,"body":"platform is actually free to"},{"speaker":"Mike Hall","startTime":1411.41,"endTime":1414.26,"body":"register for and play with. And"},{"speaker":"Mike Hall","startTime":1414.26,"endTime":1416.72,"body":"you can put projects in there."},{"speaker":"Mike Hall","startTime":1414.26,"endTime":1416.72,"body":"And you get a lot of data"},{"speaker":"Mike Hall","startTime":1416.72,"endTime":1419.57,"body":"intelligence for free. So I"},{"speaker":"Mike Hall","startTime":1416.72,"endTime":1419.57,"body":"encourage you to do that. And,"},{"speaker":"Mike Hall","startTime":1420.08,"endTime":1423.3500000000001,"body":"yeah, I mean, it was a great"},{"speaker":"Mike Hall","startTime":1420.08,"endTime":1423.3500000000001,"body":"discussion. Yeah. Thanks for"},{"speaker":"Mike Hall","startTime":1423.3500000000001,"endTime":1424.07,"body":"your questions."},{"speaker":"Tim Montague","startTime":1424.25,"endTime":1426.89,"body":"Awesome. Yeah."},{"speaker":"Tim Montague","startTime":1424.25,"endTime":1426.89,"body":"Well, thank you Mike Hall with"},{"speaker":"Tim Montague","startTime":1426.89,"endTime":1427.52,"body":"Anza."},{"speaker":"Tim Montague","startTime":1427.8500000000001,"endTime":1430.97,"body":"The Clean Power Hour is brought"},{"speaker":"Tim Montague","startTime":1427.8500000000001,"endTime":1430.97,"body":"to you by Denowatts. If you're a"},{"speaker":"Tim Montague","startTime":1430.97,"endTime":1434.6000000000001,"body":"solar PV asset manager or"},{"speaker":"Tim Montague","startTime":1430.97,"endTime":1434.6000000000001,"body":"performance engineer, you need"},{"speaker":"Tim Montague","startTime":1434.6000000000001,"endTime":1438.29,"body":"better data and better business"},{"speaker":"Tim Montague","startTime":1434.6000000000001,"endTime":1438.29,"body":"intelligence. With Denowatts"},{"speaker":"Tim Montague","startTime":1438.32,"endTime":1441.23,"body":"digital twin benchmarking"},{"speaker":"Tim Montague","startTime":1438.32,"endTime":1441.23,"body":"technology, you get more"},{"speaker":"Tim Montague","startTime":1441.23,"endTime":1445.25,"body":"accurate, efficient, and faster"},{"speaker":"Tim Montague","startTime":1441.23,"endTime":1445.25,"body":"performance measurement results."},{"speaker":"Tim Montague","startTime":1445.7,"endTime":1448.7,"body":"The fourth generation Deno"},{"speaker":"Tim Montague","startTime":1445.7,"endTime":1448.7,"body":"recently completed a technical"},{"speaker":"Tim Montague","startTime":1448.7,"endTime":1453.26,"body":"review by DNV, you can download"},{"speaker":"Tim Montague","startTime":1448.7,"endTime":1453.26,"body":"the report a Denowatts.com."},{"speaker":"Tim Montague","startTime":1453.71,"endTime":1459.1100000000001,"body":"That's D E N O W A T T S.com."},{"speaker":"Tim Montague","startTime":1453.71,"endTime":1459.1100000000001,"body":"Now back to the show."},{"speaker":"Tim Montague","startTime":1459.53,"endTime":1462.26,"body":"I want to remind our listeners"},{"speaker":"Tim Montague","startTime":1459.53,"endTime":1462.26,"body":"that they can find all of our"},{"speaker":"Tim Montague","startTime":1462.26,"endTime":1466.31,"body":"content at cleanpowerhour.com"},{"speaker":"Tim Montague","startTime":1462.26,"endTime":1466.31,"body":"Give us a rating and a review on"},{"speaker":"Tim Montague","startTime":1466.31,"endTime":1469.88,"body":"Apple and Spotify. Tell your"},{"speaker":"Tim Montague","startTime":1466.31,"endTime":1469.88,"body":"friends about the show. Reach"},{"speaker":"Tim Montague","startTime":1469.88,"endTime":1473.48,"body":"out to me on LinkedIn, I love"},{"speaker":"Tim Montague","startTime":1469.88,"endTime":1473.48,"body":"hearing from my listeners. And"},{"speaker":"Tim Montague","startTime":1473.72,"endTime":1477.02,"body":"please, let's grow solar"},{"speaker":"Tim Montague","startTime":1473.72,"endTime":1477.02,"body":"storage. I'm Tim Montague. Take"},{"speaker":"Tim Montague","startTime":1477.02,"endTime":1477.41,"body":"care."},{"speaker":"Tim Montague","startTime":1478.01,"endTime":1483.65,"body":"Hey, listeners. This is Tim, I"},{"speaker":"Tim Montague","startTime":1478.01,"endTime":1483.65,"body":"want to give a shout out to all"},{"speaker":"Tim Montague","startTime":1483.65,"endTime":1488.33,"body":"of you. I do this for you twice"},{"speaker":"Tim Montague","startTime":1483.65,"endTime":1488.33,"body":"a week. Thank you for being"},{"speaker":"Tim Montague","startTime":1488.33,"endTime":1492.92,"body":"here. Thank you for giving us"},{"speaker":"Tim Montague","startTime":1488.33,"endTime":1492.92,"body":"your time. I really appreciate"},{"speaker":"Tim Montague","startTime":1492.92,"endTime":1497.63,"body":"you and what you're all about."},{"speaker":"Tim Montague","startTime":1492.92,"endTime":1497.63,"body":"You are part and parcel of the"},{"speaker":"Tim Montague","startTime":1497.63,"endTime":1500.3600000000001,"body":"energy transition, whether"},{"speaker":"Tim Montague","startTime":1497.63,"endTime":1500.3600000000001,"body":"you're an energy professional"},{"speaker":"Tim Montague","startTime":1500.3600000000001,"endTime":1505.76,"body":"today, or an aspiring energy"},{"speaker":"Tim Montague","startTime":1500.3600000000001,"endTime":1505.76,"body":"professional. So thank you, I"},{"speaker":"Tim Montague","startTime":1505.79,"endTime":1509.9,"body":"want to let you know that the"},{"speaker":"Tim Montague","startTime":1505.79,"endTime":1509.9,"body":"Clean Power Hour has launched a"},{"speaker":"Tim Montague","startTime":1509.9,"endTime":1515.03,"body":"listener survey. And it would"},{"speaker":"Tim Montague","startTime":1509.9,"endTime":1515.03,"body":"mean so much to me. If you would"},{"speaker":"Tim Montague","startTime":1515.03,"endTime":1521.78,"body":"go to cleanpowerhour.com. Click"},{"speaker":"Tim Montague","startTime":1515.03,"endTime":1521.78,"body":"on the About Us link right there"},{"speaker":"Tim Montague","startTime":1521.78,"endTime":1525.26,"body":"on the main navigation that"},{"speaker":"Tim Montague","startTime":1521.78,"endTime":1525.26,"body":"takes you to the about page and"},{"speaker":"Tim Montague","startTime":1525.26,"endTime":1528.1100000000001,"body":"you'll see a big graphic"},{"speaker":"Tim Montague","startTime":1525.26,"endTime":1528.1100000000001,"body":"listener survey, just click on"},{"speaker":"Tim Montague","startTime":1528.1100000000001,"endTime":1532.79,"body":"that graphic and it takes just a"},{"speaker":"Tim Montague","startTime":1528.1100000000001,"endTime":1532.79,"body":"couple of minutes. If you fill"},{"speaker":"Tim Montague","startTime":1532.79,"endTime":1536.84,"body":"out the survey, I will send you"},{"speaker":"Tim Montague","startTime":1532.79,"endTime":1536.84,"body":"a lovely baseball cap with our"},{"speaker":"Tim Montague","startTime":1536.84,"endTime":1543.08,"body":"logo on it. The other thing I"},{"speaker":"Tim Montague","startTime":1536.84,"endTime":1543.08,"body":"want our listeners to know is"},{"speaker":"Tim Montague","startTime":1543.08,"endTime":1549.47,"body":"that this podcast is made"},{"speaker":"Tim Montague","startTime":1543.08,"endTime":1549.47,"body":"possible by corporate sponsors."},{"speaker":"Tim Montague","startTime":1550.6100000000001,"endTime":1554.75,"body":"We have two wonderful sponsors"},{"speaker":"Tim Montague","startTime":1550.6100000000001,"endTime":1554.75,"body":"today chint power systems, the"},{"speaker":"Tim Montague","startTime":1555.05,"endTime":1557.84,"body":"leading three phase string"},{"speaker":"Tim Montague","startTime":1555.05,"endTime":1557.84,"body":"inverter manufacturer in North"},{"speaker":"Tim Montague","startTime":1557.84,"endTime":1563.69,"body":"America and Denowatts, a"},{"speaker":"Tim Montague","startTime":1557.84,"endTime":1563.69,"body":"performance monitoring platform"},{"speaker":"Tim Montague","startTime":1563.69,"endTime":1569.06,"body":"for utility scale solar. So"},{"speaker":"Tim Montague","startTime":1563.69,"endTime":1569.06,"body":"check out CPS America and"},{"speaker":"Tim Montague","startTime":1569.21,"endTime":1574.46,"body":"Denowatts. But we are very"},{"speaker":"Tim Montague","startTime":1569.21,"endTime":1574.46,"body":"actively looking for additional"},{"speaker":"Tim Montague","startTime":1574.46,"endTime":1579.65,"body":"support to make this show work."},{"speaker":"Tim Montague","startTime":1574.46,"endTime":1579.65,"body":"And you see here our media kit."},{"speaker":"Tim Montague","startTime":1580.13,"endTime":1583.79,"body":"With all the sponsor benefits"},{"speaker":"Tim Montague","startTime":1580.13,"endTime":1583.79,"body":"and statistics about the show."},{"speaker":"Tim Montague","startTime":1583.79,"endTime":1587.3600000000001,"body":"You know we're dropping two"},{"speaker":"Tim Montague","startTime":1583.79,"endTime":1587.3600000000001,"body":"episodes a week. We have now"},{"speaker":"Tim Montague","startTime":1587.3600000000001,"endTime":1591.71,"body":"over 320,000 downloads on"},{"speaker":"Tim Montague","startTime":1587.3600000000001,"endTime":1591.71,"body":"YouTube. And we're getting about"},{"speaker":"Tim Montague","startTime":1591.71,"endTime":1596.69,"body":"45,000 downloads per month. So"},{"speaker":"Tim Montague","startTime":1591.71,"endTime":1596.69,"body":"this is a great way to bring"},{"speaker":"Tim Montague","startTime":1596.69,"endTime":1600.56,"body":"your brand to our listeners and"},{"speaker":"Tim Montague","startTime":1596.69,"endTime":1600.56,"body":"our listeners our decision"},{"speaker":"Tim Montague","startTime":1600.56,"endTime":1604.46,"body":"makers in clean energy This"},{"speaker":"Tim Montague","startTime":1600.56,"endTime":1604.46,"body":"includes projects executives,"},{"speaker":"Tim Montague","startTime":1604.76,"endTime":1609.44,"body":"engineers, finance, project"},{"speaker":"Tim Montague","startTime":1604.76,"endTime":1609.44,"body":"management, and many other"},{"speaker":"Tim Montague","startTime":1609.44,"endTime":1614.69,"body":"professionals who are making"},{"speaker":"Tim Montague","startTime":1609.44,"endTime":1614.69,"body":"decisions about and developing,"},{"speaker":"Tim Montague","startTime":1614.72,"endTime":1619.46,"body":"designing, installing and making"},{"speaker":"Tim Montague","startTime":1614.72,"endTime":1619.46,"body":"possible clean energy projects."},{"speaker":"Tim Montague","startTime":1619.46,"endTime":1625.19,"body":"So check out cleanpowerhour.com"},{"speaker":"Tim Montague","startTime":1619.46,"endTime":1625.19,"body":"both our listener survey on the"},{"speaker":"Tim Montague","startTime":1625.19,"endTime":1631.79,"body":"about us and our media kit and"},{"speaker":"Tim Montague","startTime":1625.19,"endTime":1631.79,"body":"become a sponsor today. Thank"},{"speaker":"Tim Montague","startTime":1631.79,"endTime":1633.95,"body":"you so much. Let's go solar and"},{"speaker":"Tim Montague","startTime":1631.79,"endTime":1633.95,"body":"storage"}]}