{"version":"1.0.0","segments":[{"speaker":"Tim Montague","startTime":50.78,"endTime":53.0,"body":"Welcome to the"},{"speaker":"Tim Montague","startTime":50.78,"endTime":53.0,"body":"Clean Power Hour live. I'm Tim"},{"speaker":"Tim Montague","startTime":53.0,"endTime":60.2,"body":"Montague. Your host today is May"},{"speaker":"Tim Montague","startTime":53.0,"endTime":60.2,"body":"the 30th. 2020, 2020 2025, and"},{"speaker":"Tim Montague","startTime":60.2,"endTime":63.74,"body":"we're bringing you the latest"},{"speaker":"Tim Montague","startTime":60.2,"endTime":63.74,"body":"solar, storage and other"},{"speaker":"Tim Montague","startTime":63.74,"endTime":66.92,"body":"renewable energy News. Welcome"},{"speaker":"Tim Montague","startTime":63.74,"endTime":66.92,"body":"to the show. My co host John"},{"speaker":"Tim Montague","startTime":66.92,"endTime":67.4,"body":"Weaver,"},{"speaker":"John Weaver","startTime":68.48,"endTime":73.36,"body":"Hey, Tim, 2025 Yes,"},{"speaker":"John Weaver","startTime":68.48,"endTime":73.36,"body":"that is today's year. It was"},{"speaker":"John Weaver","startTime":73.36,"endTime":73.66,"body":"funny."},{"speaker":"John Weaver","startTime":74.98,"endTime":81.46000000000001,"body":"Very nice. See you. See you"},{"speaker":"John Weaver","startTime":74.98,"endTime":81.46000000000001,"body":"today, enjoying building solar"},{"speaker":"John Weaver","startTime":81.46000000000001,"endTime":86.56,"body":"every day and keeping up with"},{"speaker":"John Weaver","startTime":81.46000000000001,"endTime":86.56,"body":"it, interconnection stuff flying"},{"speaker":"John Weaver","startTime":86.56,"endTime":87.22,"body":"around."},{"speaker":"Tim Montague","startTime":87.75999999999999,"endTime":90.1,"body":"How are you? How"},{"speaker":"Tim Montague","startTime":87.75999999999999,"endTime":90.1,"body":"are you rolling with the solar"},{"speaker":"Tim Montague","startTime":90.1,"endTime":92.4,"body":"coaster? That's what I want to"},{"speaker":"Tim Montague","startTime":90.1,"endTime":92.4,"body":"know emotionally,"},{"speaker":"Tim Montague","startTime":92.58,"endTime":96.53999999999999,"body":"psychologically. It's been a"},{"speaker":"Tim Montague","startTime":92.58,"endTime":96.53999999999999,"body":"very tumultuous year, and it's"},{"speaker":"Tim Montague","startTime":96.6,"endTime":101.64,"body":"it got even more tumultuous with"},{"speaker":"Tim Montague","startTime":96.6,"endTime":101.64,"body":"the announcement of the big bad"},{"speaker":"Tim Montague","startTime":101.64,"endTime":105.24000000000001,"body":"bill, otherwise known as a"},{"speaker":"Tim Montague","startTime":101.64,"endTime":105.24000000000001,"body":"budget reconciliation bill,"},{"speaker":"Tim Montague","startTime":105.6,"endTime":109.98,"body":"which could really be painful"},{"speaker":"Tim Montague","startTime":105.6,"endTime":109.98,"body":"for residential solar and"},{"speaker":"Tim Montague","startTime":109.98,"endTime":113.72,"body":"commercial solar. How are you"},{"speaker":"Tim Montague","startTime":109.98,"endTime":113.72,"body":"reacting to that so far?"},{"speaker":"John Weaver","startTime":115.28,"endTime":117.74,"body":"Well, it's"},{"speaker":"John Weaver","startTime":115.28,"endTime":117.74,"body":"challenging. The residential"},{"speaker":"John Weaver","startTime":117.74,"endTime":120.32000000000001,"body":"industry is no longer"},{"speaker":"John Weaver","startTime":117.74,"endTime":120.32000000000001,"body":"potentially going to have a tax"},{"speaker":"John Weaver","startTime":120.32000000000001,"endTime":123.32000000000001,"body":"credit, and that means the price"},{"speaker":"John Weaver","startTime":120.32000000000001,"endTime":123.32000000000001,"body":"of everything is sort of kind of"},{"speaker":"John Weaver","startTime":123.32000000000001,"endTime":128.06,"body":"gone up 30% but in reality,"},{"speaker":"John Weaver","startTime":123.32000000000001,"endTime":128.06,"body":"people were taking that full"},{"speaker":"John Weaver","startTime":128.06,"endTime":132.04000000000002,"body":"payment out of pocket anyway, so"},{"speaker":"John Weaver","startTime":128.06,"endTime":132.04000000000002,"body":"yes, and then what's the"},{"speaker":"John Weaver","startTime":132.04000000000002,"endTime":134.74,"body":"discount that they get? You"},{"speaker":"John Weaver","startTime":132.04000000000002,"endTime":134.74,"body":"know, hamburger today versus a"},{"speaker":"John Weaver","startTime":134.74,"endTime":139.6,"body":"hamburger tomorrow? Is it 10% in"},{"speaker":"John Weaver","startTime":134.74,"endTime":139.6,"body":"their hearts? Is it 20% to tax"},{"speaker":"John Weaver","startTime":139.6,"endTime":143.01999999999998,"body":"credit? Maybe it's spread over a"},{"speaker":"John Weaver","startTime":139.6,"endTime":143.01999999999998,"body":"couple of years. So maybe we can"},{"speaker":"John Weaver","startTime":143.01999999999998,"endTime":146.56,"body":"drop our price 10 15% and put"},{"speaker":"John Weaver","startTime":143.01999999999998,"endTime":146.56,"body":"pressure on everyone else and"},{"speaker":"John Weaver","startTime":146.56,"endTime":150.16,"body":"say, Listen, guys, you want us"},{"speaker":"John Weaver","startTime":146.56,"endTime":150.16,"body":"to be able to still sell you"},{"speaker":"John Weaver","startTime":150.16,"endTime":155.04000000000002,"body":"need to give us better pricing."},{"speaker":"John Weaver","startTime":150.16,"endTime":155.04000000000002,"body":"So I'm, uh, I'm actually hopeful"},{"speaker":"John Weaver","startTime":155.04000000000002,"endTime":157.8,"body":"for my company, particularly"},{"speaker":"John Weaver","startTime":155.04000000000002,"endTime":157.8,"body":"because we don't do lease"},{"speaker":"John Weaver","startTime":157.8,"endTime":161.51999999999998,"body":"products. We do straight cash."},{"speaker":"John Weaver","startTime":157.8,"endTime":161.51999999999998,"body":"So, you know, with the lease"},{"speaker":"John Weaver","startTime":161.51999999999998,"endTime":166.5,"body":"stuff, um, that's taken a lot of"},{"speaker":"John Weaver","startTime":161.51999999999998,"endTime":166.5,"body":"hits. Mosaic, it looks like"},{"speaker":"John Weaver","startTime":166.5,"endTime":169.92000000000002,"body":"they're going under as a lease"},{"speaker":"John Weaver","startTime":166.5,"endTime":169.92000000000002,"body":"company, yep. And that was a big"},{"speaker":"John Weaver","startTime":169.92000000000002,"endTime":173.54000000000002,"body":"product. Hearing that from PV"},{"speaker":"John Weaver","startTime":169.92000000000002,"endTime":173.54000000000002,"body":"magazine, saw it on Reddit a"},{"speaker":"John Weaver","startTime":173.54000000000002,"endTime":180.8,"body":"couple of days ago. And so, you"},{"speaker":"John Weaver","startTime":173.54000000000002,"endTime":180.8,"body":"know, I feel like we'll be okay"},{"speaker":"John Weaver","startTime":180.8,"endTime":184.4,"body":"as a company, but my company"},{"speaker":"John Weaver","startTime":180.8,"endTime":184.4,"body":"does, like, I don't know, an"},{"speaker":"John Weaver","startTime":184.4,"endTime":188.0,"body":"installation every week, you"},{"speaker":"John Weaver","startTime":184.4,"endTime":188.0,"body":"know, that type of thing. So"},{"speaker":"John Weaver","startTime":188.06,"endTime":190.34,"body":"we're not the market. There's"},{"speaker":"John Weaver","startTime":188.06,"endTime":190.34,"body":"gonna be a lot of pain in the"},{"speaker":"John Weaver","startTime":190.34,"endTime":192.94,"body":"market. There's gonna be a lot"},{"speaker":"John Weaver","startTime":190.34,"endTime":192.94,"body":"of margins tightening, because"},{"speaker":"John Weaver","startTime":193.36,"endTime":196.0,"body":"people are going to figure that"},{"speaker":"John Weaver","startTime":193.36,"endTime":196.0,"body":"out. Because now it's going to"},{"speaker":"John Weaver","startTime":196.0,"endTime":199.54,"body":"be a different price. You have"},{"speaker":"John Weaver","startTime":196.0,"endTime":199.54,"body":"to be somewhere in between 30% I"},{"speaker":"John Weaver","startTime":199.54,"endTime":204.4,"body":"think, I don't think the prices"},{"speaker":"John Weaver","startTime":199.54,"endTime":204.4,"body":"have to drop 30% to keep up, but"},{"speaker":"John Weaver","startTime":204.46,"endTime":206.5,"body":"something, I gotta drop"},{"speaker":"John Weaver","startTime":204.46,"endTime":206.5,"body":"something. Yeah,"},{"speaker":"Tim Montague","startTime":206.5,"endTime":209.02,"body":"I wanted to talk a"},{"speaker":"Tim Montague","startTime":206.5,"endTime":209.02,"body":"little bit about this, because"},{"speaker":"Tim Montague","startTime":209.02,"endTime":211.56,"body":"it is the gorilla in the room,"},{"speaker":"Tim Montague","startTime":209.02,"endTime":211.56,"body":"and everyone's thinking about"},{"speaker":"Tim Montague","startTime":211.56,"endTime":215.7,"body":"it, and this is how I see it."},{"speaker":"Tim Montague","startTime":211.56,"endTime":215.7,"body":"And we're not done yet. Congress"},{"speaker":"Tim Montague","startTime":215.7,"endTime":219.36,"body":"passed this bill. I mean, the"},{"speaker":"Tim Montague","startTime":215.7,"endTime":219.36,"body":"The House passed the bill. It"},{"speaker":"Tim Montague","startTime":219.36,"endTime":222.54,"body":"go, it's now in the Senate, and"},{"speaker":"Tim Montague","startTime":219.36,"endTime":222.54,"body":"that could take several months"},{"speaker":"Tim Montague","startTime":222.54,"endTime":229.32,"body":"for them to grind on it. They"},{"speaker":"Tim Montague","startTime":222.54,"endTime":229.32,"body":"two things are present. For me,"},{"speaker":"Tim Montague","startTime":229.5,"endTime":235.52,"body":"the industry has ups and downs."},{"speaker":"Tim Montague","startTime":229.5,"endTime":235.52,"body":"2025 was already a tumultuous"},{"speaker":"Tim Montague","startTime":235.76,"endTime":242.9,"body":"year. And so, you know,"},{"speaker":"Tim Montague","startTime":235.76,"endTime":242.9,"body":"potentially a down year. And"},{"speaker":"Tim Montague","startTime":242.9,"endTime":246.32,"body":"then, and then this, and we"},{"speaker":"Tim Montague","startTime":242.9,"endTime":246.32,"body":"thought, you know, the Trump"},{"speaker":"Tim Montague","startTime":246.44,"endTime":251.26,"body":"administration might take a"},{"speaker":"Tim Montague","startTime":246.44,"endTime":251.26,"body":"scalpel to the IRA. It currently"},{"speaker":"Tim Montague","startTime":251.26,"endTime":257.74,"body":"is a sledgehammer. That's the"},{"speaker":"Tim Montague","startTime":251.26,"endTime":257.74,"body":"expression. I like SEIA, Solar"},{"speaker":"Tim Montague","startTime":257.74,"endTime":263.5,"body":"Energy Industries Association"},{"speaker":"Tim Montague","startTime":257.74,"endTime":263.5,"body":"has done an analysis, and they"},{"speaker":"Tim Montague","startTime":263.5,"endTime":269.14,"body":"think that this bill could mean"},{"speaker":"Tim Montague","startTime":263.5,"endTime":269.14,"body":"the loss of 330,000 jobs. 331"},{"speaker":"Tim Montague","startTime":270.15999999999997,"endTime":276.48,"body":"factories closed or canceled,"},{"speaker":"Tim Montague","startTime":270.15999999999997,"endTime":276.48,"body":"and $286 billion in local"},{"speaker":"Tim Montague","startTime":276.48,"endTime":283.86,"body":"investments erased. So this is"},{"speaker":"Tim Montague","startTime":276.48,"endTime":283.86,"body":"non trivial. Clean energy is a"},{"speaker":"Tim Montague","startTime":283.86,"endTime":289.2,"body":"big part of the US economy now,"},{"speaker":"Tim Montague","startTime":283.86,"endTime":289.2,"body":"and a lot of these projects are"},{"speaker":"Tim Montague","startTime":289.2,"endTime":292.76,"body":"in red states. So that's what I"},{"speaker":"Tim Montague","startTime":289.2,"endTime":292.76,"body":"don't quite gather is who"},{"speaker":"Tim Montague","startTime":292.76,"endTime":297.86,"body":"masterminded this, knowing full"},{"speaker":"Tim Montague","startTime":292.76,"endTime":297.86,"body":"well that this was going to hurt"},{"speaker":"Tim Montague","startTime":298.58000000000004,"endTime":303.98,"body":"many, many of their core"},{"speaker":"Tim Montague","startTime":298.58000000000004,"endTime":303.98,"body":"constituents. But good companies"},{"speaker":"Tim Montague","startTime":303.98,"endTime":307.34000000000003,"body":"will survive. The industry has"},{"speaker":"Tim Montague","startTime":303.98,"endTime":307.34000000000003,"body":"gone through ups and downs"},{"speaker":"Tim Montague","startTime":307.34000000000003,"endTime":310.1,"body":"before good companies will"},{"speaker":"Tim Montague","startTime":307.34000000000003,"endTime":310.1,"body":"survive. There's a lot of bad"},{"speaker":"Tim Montague","startTime":310.1,"endTime":314.14,"body":"companies in the solar industry,"},{"speaker":"Tim Montague","startTime":310.1,"endTime":314.14,"body":"and they give the industry a bad"},{"speaker":"Tim Montague","startTime":314.14,"endTime":317.38,"body":"name. So I would love to see"},{"speaker":"Tim Montague","startTime":314.14,"endTime":317.38,"body":"more of those companies go bye,"},{"speaker":"Tim Montague","startTime":317.38,"endTime":324.52,"body":"bye. I don't know if mosaic was"},{"speaker":"Tim Montague","startTime":317.38,"endTime":324.52,"body":"a bad company, but I don't know"},{"speaker":"Tim Montague","startTime":324.52,"endTime":327.22,"body":"many people that are super fond"},{"speaker":"Tim Montague","startTime":324.52,"endTime":327.22,"body":"of mosaic. On the other hand,"},{"speaker":"Tim Montague","startTime":327.22,"endTime":327.58000000000004,"body":"either,"},{"speaker":"John Weaver","startTime":328.84000000000003,"endTime":331.62,"body":"I didn't know that."},{"speaker":"John Weaver","startTime":328.84000000000003,"endTime":331.62,"body":"I don't know much about mosaic."},{"speaker":"John Weaver","startTime":331.67999999999995,"endTime":335.03999999999996,"body":"We've never really done lease"},{"speaker":"John Weaver","startTime":331.67999999999995,"endTime":335.03999999999996,"body":"products for a residential"},{"speaker":"John Weaver","startTime":335.03999999999996,"endTime":339.6,"body":"company. Yeah, I know in"},{"speaker":"John Weaver","startTime":335.03999999999996,"endTime":339.6,"body":"general, the lease companies"},{"speaker":"John Weaver","startTime":339.6,"endTime":345.36,"body":"with the dealer fees, have never"},{"speaker":"John Weaver","startTime":339.6,"endTime":345.36,"body":"had a great general support, but"},{"speaker":"John Weaver","startTime":345.36,"endTime":347.22,"body":"that's just what the market was"},{"speaker":"John Weaver","startTime":345.36,"endTime":347.22,"body":"made of."},{"speaker":"Tim Montague","startTime":348.9,"endTime":355.34000000000003,"body":"Yeah? So. So stay"},{"speaker":"Tim Montague","startTime":348.9,"endTime":355.34000000000003,"body":"tuned the the the advice I give"},{"speaker":"Tim Montague","startTime":355.34000000000003,"endTime":362.12,"body":"my EPC clients is diversify,"},{"speaker":"Tim Montague","startTime":355.34000000000003,"endTime":362.12,"body":"lean heavily into storage, check"},{"speaker":"Tim Montague","startTime":362.12,"endTime":365.9,"body":"out companies like electricity."},{"speaker":"Tim Montague","startTime":362.12,"endTime":365.9,"body":"They were on a webinar with"},{"speaker":"Tim Montague","startTime":366.02,"endTime":372.70000000000005,"body":"myself and CPS and a company"},{"speaker":"Tim Montague","startTime":366.02,"endTime":372.70000000000005,"body":"called Freedom solar out of"},{"speaker":"Tim Montague","startTime":372.70000000000005,"endTime":377.86,"body":"Colorado earlier this year,"},{"speaker":"Tim Montague","startTime":372.70000000000005,"endTime":377.86,"body":"electricity manages the"},{"speaker":"Tim Montague","startTime":377.86,"endTime":384.76,"body":"building, HVAC system and other"},{"speaker":"Tim Montague","startTime":377.86,"endTime":384.76,"body":"systems. So it's kind of like"},{"speaker":"Tim Montague","startTime":384.76,"endTime":389.44000000000005,"body":"turning your building into a"},{"speaker":"Tim Montague","startTime":384.76,"endTime":389.44000000000005,"body":"battery. I think the solar plus"},{"speaker":"Tim Montague","startTime":389.44000000000005,"endTime":393.12,"body":"plus world is the future of the"},{"speaker":"Tim Montague","startTime":389.44000000000005,"endTime":393.12,"body":"solar industry. If you're a"},{"speaker":"Tim Montague","startTime":393.12,"endTime":397.20000000000005,"body":"solar only installer, you're in"},{"speaker":"Tim Montague","startTime":393.12,"endTime":397.20000000000005,"body":"for a world of hurt. If you're a"},{"speaker":"Tim Montague","startTime":397.20000000000005,"endTime":402.24,"body":"solar battery and other"},{"speaker":"Tim Montague","startTime":397.20000000000005,"endTime":402.24,"body":"installer slash consultant, I"},{"speaker":"Tim Montague","startTime":402.24,"endTime":406.55999999999995,"body":"think that there's hope. And you"},{"speaker":"Tim Montague","startTime":402.24,"endTime":406.55999999999995,"body":"know, you can add a lot of"},{"speaker":"Tim Montague","startTime":406.55999999999995,"endTime":409.55999999999995,"body":"value. There's a lot of low"},{"speaker":"Tim Montague","startTime":406.55999999999995,"endTime":409.55999999999995,"body":"hanging fruit in the built"},{"speaker":"Tim Montague","startTime":409.55999999999995,"endTime":414.08000000000004,"body":"environment, if we get savvy and"},{"speaker":"Tim Montague","startTime":409.55999999999995,"endTime":414.08000000000004,"body":"use the technology that we have."},{"speaker":"Tim Montague","startTime":414.32000000000005,"endTime":419.24,"body":"Check out electricity, E, L, E,"},{"speaker":"Tim Montague","startTime":414.32000000000005,"endTime":419.24,"body":"X, i, t, y, that is my new"},{"speaker":"Tim Montague","startTime":419.6,"endTime":422.78,"body":"favorite building management"},{"speaker":"Tim Montague","startTime":419.6,"endTime":422.78,"body":"system company. And"},{"speaker":"John Weaver","startTime":424.58000000000004,"endTime":426.26,"body":"have you had them"},{"speaker":"John Weaver","startTime":424.58000000000004,"endTime":426.26,"body":"on the show recently? I'm"},{"speaker":"John Weaver","startTime":426.26,"endTime":426.55999999999995,"body":"guessing"},{"speaker":"Tim Montague","startTime":426.67999999999995,"endTime":432.1,"body":"we did a webinar"},{"speaker":"Tim Montague","startTime":426.67999999999995,"endTime":432.1,"body":"with Casey Miller, the CEO, back"},{"speaker":"Tim Montague","startTime":432.1,"endTime":438.22,"body":"in March, so he'll be back at"},{"speaker":"Tim Montague","startTime":432.1,"endTime":438.22,"body":"some point. I interviewed their"},{"speaker":"Tim Montague","startTime":438.22,"endTime":444.15999999999997,"body":"founder some years ago, but, but"},{"speaker":"Tim Montague","startTime":438.22,"endTime":444.15999999999997,"body":"yeah, just been learning more"},{"speaker":"Tim Montague","startTime":444.15999999999997,"endTime":446.79999999999995,"body":"and more about electricity, and"},{"speaker":"Tim Montague","startTime":444.15999999999997,"endTime":446.79999999999995,"body":"I think that they're on to"},{"speaker":"Tim Montague","startTime":446.79999999999995,"endTime":447.34000000000003,"body":"something"},{"speaker":"John Weaver","startTime":448.84000000000003,"endTime":451.20000000000005,"body":"I would like at"},{"speaker":"John Weaver","startTime":448.84000000000003,"endTime":451.20000000000005,"body":"some point to learn more about"},{"speaker":"John Weaver","startTime":451.20000000000005,"endTime":454.79999999999995,"body":"Home Energy Management. The"},{"speaker":"John Weaver","startTime":451.20000000000005,"endTime":454.79999999999995,"body":"first system I really learned"},{"speaker":"John Weaver","startTime":454.79999999999995,"endTime":458.52,"body":"about was from my favorite"},{"speaker":"John Weaver","startTime":454.79999999999995,"endTime":458.52,"body":"battery manufacturer, or"},{"speaker":"John Weaver","startTime":458.52,"endTime":462.29999999999995,"body":"residential Sonnen. Sonnen, I"},{"speaker":"John Weaver","startTime":458.52,"endTime":462.29999999999995,"body":"don't know exactly how to say"},{"speaker":"John Weaver","startTime":462.29999999999995,"endTime":466.32000000000005,"body":"the name, but they had a great"},{"speaker":"John Weaver","startTime":462.29999999999995,"endTime":466.32000000000005,"body":"product that they put out. I"},{"speaker":"John Weaver","startTime":466.32000000000005,"endTime":470.46000000000004,"body":"think it's the Eco the Eco line,"},{"speaker":"John Weaver","startTime":466.32000000000005,"endTime":470.46000000000004,"body":"I can't remember, and it has"},{"speaker":"John Weaver","startTime":470.46000000000004,"endTime":477.32000000000005,"body":"home management software built"},{"speaker":"John Weaver","startTime":470.46000000000004,"endTime":477.32000000000005,"body":"into it. It continues, contains"},{"speaker":"John Weaver","startTime":477.79999999999995,"endTime":483.86,"body":"connections with, I believe it"},{"speaker":"John Weaver","startTime":477.79999999999995,"endTime":483.86,"body":"was smart meter switches. So"},{"speaker":"John Weaver","startTime":483.86,"endTime":488.36,"body":"smart breakers, smart breakers"},{"speaker":"John Weaver","startTime":483.86,"endTime":488.36,"body":"from Eaton, I believe the"},{"speaker":"John Weaver","startTime":488.41999999999996,"endTime":492.22,"body":"article I wrote, and it's just a"},{"speaker":"John Weaver","startTime":488.41999999999996,"endTime":492.22,"body":"nice piece of hardware, and I"},{"speaker":"John Weaver","startTime":492.22,"endTime":497.20000000000005,"body":"just like this on a battery. I"},{"speaker":"John Weaver","startTime":492.22,"endTime":497.20000000000005,"body":"like their VPP, etc. It's just"},{"speaker":"John Weaver","startTime":497.55999999999995,"endTime":500.20000000000005,"body":"so, so, yeah, I want to learn"},{"speaker":"John Weaver","startTime":497.55999999999995,"endTime":500.20000000000005,"body":"more about resi stuff. I'm doing"},{"speaker":"John Weaver","startTime":500.20000000000005,"endTime":502.65999999999997,"body":"a nice residential system right"},{"speaker":"John Weaver","startTime":500.20000000000005,"endTime":502.65999999999997,"body":"now. I'll have some pictures of"},{"speaker":"John Weaver","startTime":502.65999999999997,"endTime":509.26,"body":"it soon, once we install it, but"},{"speaker":"John Weaver","startTime":502.65999999999997,"endTime":509.26,"body":"it's going to integrate a nice a"},{"speaker":"John Weaver","startTime":509.26,"endTime":516.78,"body":"Generac and a Generac generator,"},{"speaker":"John Weaver","startTime":509.26,"endTime":516.78,"body":"a End Phase battery and phase"},{"speaker":"John Weaver","startTime":517.5,"endTime":521.16,"body":"output management, a few other"},{"speaker":"John Weaver","startTime":517.5,"endTime":521.16,"body":"things to make a nice system for"},{"speaker":"John Weaver","startTime":521.16,"endTime":526.14,"body":"this customer, and it just ties"},{"speaker":"John Weaver","startTime":521.16,"endTime":526.14,"body":"together nicely. So, you know, a"},{"speaker":"John Weaver","startTime":526.14,"endTime":529.08,"body":"little more than just solar, as"},{"speaker":"John Weaver","startTime":526.14,"endTime":529.08,"body":"you were saying, that's I was"},{"speaker":"John Weaver","startTime":529.08,"endTime":531.92,"body":"thinking about that as you said"},{"speaker":"John Weaver","startTime":529.08,"endTime":531.92,"body":"it, it's solar plus, because"},{"speaker":"John Weaver","startTime":531.92,"endTime":536.06,"body":"we're tying in two or three"},{"speaker":"John Weaver","startTime":531.92,"endTime":536.06,"body":"pieces of hardware and so"},{"speaker":"John Weaver","startTime":536.36,"endTime":538.4,"body":"anyway, coincidentally,"},{"speaker":"Tim Montague","startTime":538.4,"endTime":541.76,"body":"I'm interviewing"},{"speaker":"Tim Montague","startTime":538.4,"endTime":541.76,"body":"norm Taff at the Midwest Expo in"},{"speaker":"Tim Montague","startTime":541.76,"endTime":544.58,"body":"two weeks on on June the 10th."},{"speaker":"Tim Montague","startTime":541.76,"endTime":544.58,"body":"If you don't know about the"},{"speaker":"Tim Montague","startTime":544.58,"endTime":548.48,"body":"Midwest Expo, check it out."},{"speaker":"Tim Montague","startTime":544.58,"endTime":548.48,"body":"Midwest solar Expo. It's now an"},{"speaker":"Tim Montague","startTime":548.48,"endTime":551.98,"body":"inner solar show. Inner solar"},{"speaker":"Tim Montague","startTime":548.48,"endTime":551.98,"body":"bought the show from the founder"},{"speaker":"Tim Montague","startTime":551.98,"endTime":558.34,"body":"Jake rosemary, but norm tough is"},{"speaker":"Tim Montague","startTime":551.98,"endTime":558.34,"body":"the executive in charge of"},{"speaker":"Tim Montague","startTime":558.34,"endTime":562.78,"body":"generax storage division, and"},{"speaker":"Tim Montague","startTime":558.34,"endTime":562.78,"body":"they bought eco be the smart"},{"speaker":"Tim Montague","startTime":563.5,"endTime":568.6,"body":"thermostat company, right? And"},{"speaker":"Tim Montague","startTime":563.5,"endTime":568.6,"body":"so now they are leaning heavily"},{"speaker":"Tim Montague","startTime":568.6,"endTime":574.26,"body":"into the smart home energy space"},{"speaker":"Tim Montague","startTime":568.6,"endTime":574.26,"body":"as well. They're well known, of"},{"speaker":"Tim Montague","startTime":574.26,"endTime":578.52,"body":"course, in the backup generator"},{"speaker":"Tim Montague","startTime":574.26,"endTime":578.52,"body":"space. And then they bought, I"},{"speaker":"Tim Montague","startTime":578.52,"endTime":580.68,"body":"can't remember the battery"},{"speaker":"Tim Montague","startTime":578.52,"endTime":580.68,"body":"company they bought, but they"},{"speaker":"Tim Montague","startTime":580.68,"endTime":586.3199999999999,"body":"bought a good battery company."},{"speaker":"Tim Montague","startTime":580.68,"endTime":586.3199999999999,"body":"And are, you know, very active"},{"speaker":"Tim Montague","startTime":586.3199999999999,"endTime":589.8,"body":"in the resi and now expanding"},{"speaker":"Tim Montague","startTime":586.3199999999999,"endTime":589.8,"body":"into the CNI storage space as"},{"speaker":"Tim Montague","startTime":589.8,"endTime":595.3399999999999,"body":"well. But electricity, just to,"},{"speaker":"Tim Montague","startTime":589.8,"endTime":595.3399999999999,"body":"just to be clear, electricity is"},{"speaker":"Tim Montague","startTime":595.3399999999999,"endTime":602.9,"body":"a CNI service company. See, I"},{"speaker":"Tim Montague","startTime":595.3399999999999,"endTime":602.9,"body":"call it a software as a service."},{"speaker":"Tim Montague","startTime":602.9,"endTime":603.1999999999999,"body":"But,"},{"speaker":"John Weaver","startTime":603.5,"endTime":605.78,"body":"okay, okay, so"},{"speaker":"John Weaver","startTime":603.5,"endTime":605.78,"body":"that's commercial, not so I"},{"speaker":"John Weaver","startTime":605.78,"endTime":609.4399999999999,"body":"didn't even know, I don't know"},{"speaker":"John Weaver","startTime":605.78,"endTime":609.4399999999999,"body":"very many on the or no, too much"},{"speaker":"John Weaver","startTime":609.4399999999999,"endTime":612.3399999999999,"body":"on the commercial side. So"},{"speaker":"John Weaver","startTime":609.4399999999999,"endTime":612.3399999999999,"body":"that'd be interesting to listen"},{"speaker":"John Weaver","startTime":612.4,"endTime":616.6,"body":"to. All right, I got good news."},{"speaker":"John Weaver","startTime":612.4,"endTime":616.6,"body":"Okay,"},{"speaker":"Tim Montague","startTime":616.6,"endTime":617.98,"body":"good news. What's"},{"speaker":"Tim Montague","startTime":616.6,"endTime":617.98,"body":"that? Just"},{"speaker":"John Weaver","startTime":619.8399999999999,"endTime":622.24,"body":"because there's so"},{"speaker":"John Weaver","startTime":619.8399999999999,"endTime":622.24,"body":"many, like, terrible things that"},{"speaker":"John Weaver","startTime":622.24,"endTime":625.6,"body":"are, like, ah, stressful. The"},{"speaker":"John Weaver","startTime":622.24,"endTime":625.6,"body":"first item, actually, I guess"},{"speaker":"John Weaver","startTime":625.6,"endTime":630.3399999999999,"body":"now the second item that's on"},{"speaker":"John Weaver","startTime":625.6,"endTime":630.3399999999999,"body":"our list over here, waffle"},{"speaker":"John Weaver","startTime":630.3399999999999,"endTime":633.48,"body":"house, it's getting fast"},{"speaker":"John Weaver","startTime":630.3399999999999,"endTime":633.48,"body":"chargers. Yeah,"},{"speaker":"Tim Montague","startTime":634.62,"endTime":636.78,"body":"I love Waffle"},{"speaker":"Tim Montague","startTime":634.62,"endTime":636.78,"body":"House. I wish we had Waffle"},{"speaker":"Tim Montague","startTime":636.78,"endTime":641.6999999999999,"body":"House in Illinois. Maybe in"},{"speaker":"Tim Montague","startTime":636.78,"endTime":641.6999999999999,"body":"Southern Illinois, they do, but"},{"speaker":"Tim Montague","startTime":642.06,"endTime":645.9,"body":"Waffle House is a southern"},{"speaker":"Tim Montague","startTime":642.06,"endTime":645.9,"body":"thing. Where do you have waffle"},{"speaker":"Tim Montague","startTime":645.9,"endTime":647.9399999999999,"body":"house near you? Nowhere"},{"speaker":"John Weaver","startTime":647.9399999999999,"endTime":649.8,"body":"near me? It's just"},{"speaker":"John Weaver","startTime":647.9399999999999,"endTime":649.8,"body":"when I go south to visit my"},{"speaker":"John Weaver","startTime":649.8,"endTime":653.3,"body":"family and go home. Once I hit"},{"speaker":"John Weaver","startTime":649.8,"endTime":653.3,"body":"North Carolina, roughly, maybe"},{"speaker":"John Weaver","startTime":653.3,"endTime":657.4399999999999,"body":"probably Virginia too. I bet you"},{"speaker":"John Weaver","startTime":653.3,"endTime":657.4399999999999,"body":"Pennsylvania as well. Maybe out"},{"speaker":"John Weaver","startTime":657.4399999999999,"endTime":660.8,"body":"west in New York, upstate New"},{"speaker":"John Weaver","startTime":657.4399999999999,"endTime":660.8,"body":"York. We'll have to see. I don't"},{"speaker":"John Weaver","startTime":660.8,"endTime":663.02,"body":"know if there's too many in"},{"speaker":"John Weaver","startTime":660.8,"endTime":663.02,"body":"Massachusetts, yeah, I think"},{"speaker":"John Weaver","startTime":663.02,"endTime":665.9599999999999,"body":"it's a southern thing. It"},{"speaker":"John Weaver","startTime":663.02,"endTime":665.9599999999999,"body":"definitely, definitely a lot"},{"speaker":"John Weaver","startTime":665.9599999999999,"endTime":668.6,"body":"more southern. There's the"},{"speaker":"John Weaver","startTime":665.9599999999999,"endTime":668.6,"body":"Waffle House hurricane index."},{"speaker":"John Weaver","startTime":668.6,"endTime":672.9399999999999,"body":"Are you familiar with that by"},{"speaker":"John Weaver","startTime":668.6,"endTime":672.9399999999999,"body":"any chance? Timothy, no. So I"},{"speaker":"John Weaver","startTime":673.9599999999999,"endTime":677.68,"body":"waffle houses. No, you know,"},{"speaker":"John Weaver","startTime":673.9599999999999,"endTime":677.68,"body":"Waffle House management. They're"},{"speaker":"John Weaver","startTime":677.68,"endTime":681.4,"body":"conscious of hurricanes quite"},{"speaker":"John Weaver","startTime":677.68,"endTime":681.4,"body":"and they prepare for them. And"},{"speaker":"John Weaver","startTime":681.4599999999999,"endTime":686.5,"body":"FEMA, it was a joke that FEMA"},{"speaker":"John Weaver","startTime":681.4599999999999,"endTime":686.5,"body":"would watch waffle houses for"},{"speaker":"John Weaver","startTime":686.5,"endTime":690.4,"body":"when they opened, for how to"},{"speaker":"John Weaver","startTime":686.5,"endTime":690.4,"body":"rate areas, or something like"},{"speaker":"John Weaver","startTime":690.4,"endTime":694.3199999999999,"body":"that, and say, okay, the Waffle"},{"speaker":"John Weaver","startTime":690.4,"endTime":694.3199999999999,"body":"House is open. It's now safe for"},{"speaker":"John Weaver","startTime":694.3199999999999,"endTime":697.62,"body":"general populations to go back"},{"speaker":"John Weaver","startTime":694.3199999999999,"endTime":697.62,"body":"because there's food available."},{"speaker":"John Weaver","startTime":697.86,"endTime":700.86,"body":"But the Waffle House was like"},{"speaker":"John Weaver","startTime":697.86,"endTime":700.86,"body":"the first one, and they always"},{"speaker":"John Weaver","startTime":700.86,"endTime":703.62,"body":"open quickly and aggressively."},{"speaker":"John Weaver","startTime":700.86,"endTime":703.62,"body":"And so there's something about"},{"speaker":"John Weaver","startTime":703.62,"endTime":706.4399999999999,"body":"the hurricane Waffle House"},{"speaker":"John Weaver","startTime":703.62,"endTime":706.4399999999999,"body":"index. So just you know, if"},{"speaker":"John Weaver","startTime":706.4399999999999,"endTime":710.52,"body":"Waffle House is open, it's okay."},{"speaker":"John Weaver","startTime":706.4399999999999,"endTime":710.52,"body":"Tim, everything is going to be"},{"speaker":"John Weaver","startTime":710.5799999999999,"endTime":711.3,"body":"okay."},{"speaker":"Tim Montague","startTime":712.74,"endTime":715.4,"body":"Apparently, they"},{"speaker":"Tim Montague","startTime":712.74,"endTime":715.4,"body":"think EV charging is is"},{"speaker":"Tim Montague","startTime":715.4,"endTime":716.0,"body":"important."},{"speaker":"John Weaver","startTime":717.0799999999999,"endTime":719.72,"body":"Think about that"},{"speaker":"John Weaver","startTime":717.0799999999999,"endTime":719.72,"body":"hurricane hits, you get waffles,"},{"speaker":"John Weaver","startTime":719.72,"endTime":723.62,"body":"you get eggs, and your car"},{"speaker":"John Weaver","startTime":719.72,"endTime":723.62,"body":"charges"},{"speaker":"Tim Montague","startTime":724.52,"endTime":732.64,"body":"fast DC, fast"},{"speaker":"Tim Montague","startTime":724.52,"endTime":732.64,"body":"charging. Interesting. So who is"},{"speaker":"Tim Montague","startTime":732.64,"endTime":738.1,"body":"the Okay? It says EV charging,"},{"speaker":"Tim Montague","startTime":732.64,"endTime":738.1,"body":"arm of British oil giant BP,"},{"speaker":"Tim Montague","startTime":738.1,"endTime":741.16,"body":"just announced the strategic"},{"speaker":"Tim Montague","startTime":738.1,"endTime":741.16,"body":"relationship with American diner"},{"speaker":"Tim Montague","startTime":741.16,"endTime":744.28,"body":"chain to bring DC fast charging"},{"speaker":"Tim Montague","startTime":741.16,"endTime":744.28,"body":"to a network of Waffle House"},{"speaker":"Tim Montague","startTime":744.28,"endTime":748.0,"body":"locations. This story comes to"},{"speaker":"Tim Montague","startTime":744.28,"endTime":748.0,"body":"us from electric. Michelle"},{"speaker":"Tim Montague","startTime":748.0,"endTime":753.66,"body":"Lewis, May 20, 2025, waffle"},{"speaker":"Tim Montague","startTime":748.0,"endTime":753.66,"body":"office is getting DC fast"},{"speaker":"Tim Montague","startTime":753.66,"endTime":758.8199999999999,"body":"chargers. This is cool. Are they"},{"speaker":"Tim Montague","startTime":753.66,"endTime":758.8199999999999,"body":"gonna do it at all their stores?"},{"speaker":"Tim Montague","startTime":758.8199999999999,"endTime":759.54,"body":"Do you think?"},{"speaker":"John Weaver","startTime":762.3,"endTime":764.8199999999999,"body":"Probably not. I"},{"speaker":"John Weaver","startTime":762.3,"endTime":764.8199999999999,"body":"mean, there's so many waffle"},{"speaker":"John Weaver","startTime":764.8199999999999,"endTime":767.22,"body":"houses, like there's waffle"},{"speaker":"John Weaver","startTime":764.8199999999999,"endTime":767.22,"body":"houses in some places every"},{"speaker":"John Weaver","startTime":767.22,"endTime":772.8199999999999,"body":"other stop. So you don't want DC"},{"speaker":"John Weaver","startTime":767.22,"endTime":772.8199999999999,"body":"fast charges that often, but no,"},{"speaker":"John Weaver","startTime":824.5699999999999,"endTime":825.6499999999999,"body":"yeah, probably not."},{"speaker":"Tim Montague","startTime":826.97,"endTime":829.0699999999999,"body":"Oh, it mentions"},{"speaker":"Tim Montague","startTime":826.97,"endTime":829.0699999999999,"body":"this waffle house index too."},{"speaker":"Tim Montague","startTime":829.1299999999999,"endTime":832.31,"body":"That's funny. Oh yeah, there it"},{"speaker":"Tim Montague","startTime":829.1299999999999,"endTime":832.31,"body":"is. Oh yeah, that's right, yeah."},{"speaker":"Tim Montague","startTime":832.79,"endTime":838.55,"body":"So BP is into fast charging."},{"speaker":"Tim Montague","startTime":832.79,"endTime":838.55,"body":"That's, that's that. That's"},{"speaker":"Tim Montague","startTime":838.55,"endTime":839.69,"body":"good. That makes sense."},{"speaker":"John Weaver","startTime":839.69,"endTime":841.55,"body":"Makes absolute"},{"speaker":"John Weaver","startTime":839.69,"endTime":841.55,"body":"logical sense. You know, you"},{"speaker":"John Weaver","startTime":841.55,"endTime":843.8899999999999,"body":"gotta figure out the money."},{"speaker":"John Weaver","startTime":841.55,"endTime":843.8899999999999,"body":"Gotta figure out the revenue off"},{"speaker":"John Weaver","startTime":843.8899999999999,"endTime":846.6700000000001,"body":"of vehicles. That's where they"},{"speaker":"John Weaver","startTime":843.8899999999999,"endTime":846.6700000000001,"body":"made their money. Yeah,"},{"speaker":"John Weaver","startTime":846.6700000000001,"endTime":850.6299999999999,"body":"different form of energy sale,"},{"speaker":"John Weaver","startTime":846.6700000000001,"endTime":850.6299999999999,"body":"the different form of sale, yep."},{"speaker":"John Weaver","startTime":850.6299999999999,"endTime":853.27,"body":"So waffles, that was my good"},{"speaker":"John Weaver","startTime":850.6299999999999,"endTime":853.27,"body":"news. I wanted to start off good"},{"speaker":"John Weaver","startTime":853.27,"endTime":857.05,"body":"news just because, you know,"},{"speaker":"John Weaver","startTime":853.27,"endTime":857.05,"body":"everything else is rough. And I"},{"speaker":"John Weaver","startTime":857.05,"endTime":859.99,"body":"got other good news post too, so"},{"speaker":"John Weaver","startTime":857.05,"endTime":859.99,"body":"you can be entertained by all"},{"speaker":"John Weaver","startTime":859.99,"endTime":865.8899999999999,"body":"the cool records in California,"},{"speaker":"John Weaver","startTime":859.99,"endTime":865.8899999999999,"body":"if you really like that kind of"},{"speaker":"John Weaver","startTime":865.8899999999999,"endTime":866.25,"body":"stuff."},{"speaker":"Tim Montague","startTime":866.31,"endTime":869.25,"body":"Yeah. So what's"},{"speaker":"Tim Montague","startTime":866.31,"endTime":869.25,"body":"the read us the headline, and"},{"speaker":"Tim Montague","startTime":869.25,"endTime":870.6299999999999,"body":"then I'll get the story up."},{"speaker":"John Weaver","startTime":874.23,"endTime":878.97,"body":"Solar and battery"},{"speaker":"John Weaver","startTime":874.23,"endTime":878.97,"body":"output records. Solar and"},{"speaker":"John Weaver","startTime":878.97,"endTime":883.6099999999999,"body":"battery output records set as"},{"speaker":"John Weaver","startTime":878.97,"endTime":883.6099999999999,"body":"California continues aggressive"},{"speaker":"John Weaver","startTime":883.8499999999999,"endTime":888.77,"body":"ramp, and the records that are"},{"speaker":"John Weaver","startTime":883.8499999999999,"endTime":888.77,"body":"being set right now are kind of"},{"speaker":"John Weaver","startTime":888.77,"endTime":893.75,"body":"fun, concurrently, intertwined,"},{"speaker":"John Weaver","startTime":888.77,"endTime":893.75,"body":"solar is peaking just over 21"},{"speaker":"John Weaver","startTime":893.9300000000001,"endTime":897.6499999999999,"body":"gigs recently, and battery"},{"speaker":"John Weaver","startTime":893.9300000000001,"endTime":897.6499999999999,"body":"output just last weekend or two"},{"speaker":"John Weaver","startTime":897.6499999999999,"endTime":901.79,"body":"weekends ago went over 10 gigs"},{"speaker":"John Weaver","startTime":897.6499999999999,"endTime":901.79,"body":"for the first time. As well, the"},{"speaker":"John Weaver","startTime":901.79,"endTime":905.71,"body":"state announced that they broke"},{"speaker":"John Weaver","startTime":901.79,"endTime":905.71,"body":"through 15 point something,"},{"speaker":"John Weaver","startTime":905.71,"endTime":909.55,"body":"gigawatts in April of total"},{"speaker":"John Weaver","startTime":905.71,"endTime":909.55,"body":"capacity deployed, which is a"},{"speaker":"John Weaver","startTime":909.55,"endTime":911.47,"body":"healthy chunk. So,"},{"speaker":"Tim Montague","startTime":912.01,"endTime":914.53,"body":"yeah, the key of"},{"speaker":"Tim Montague","startTime":912.01,"endTime":914.53,"body":"installed energy storage"},{"speaker":"Tim Montague","startTime":914.53,"endTime":916.21,"body":"capacity, yeah,"},{"speaker":"John Weaver","startTime":916.21,"endTime":918.1299999999999,"body":"that's good. And"},{"speaker":"John Weaver","startTime":916.21,"endTime":918.1299999999999,"body":"there's, this is probably"},{"speaker":"John Weaver","startTime":918.1299999999999,"endTime":923.9100000000001,"body":"greater than 3.75 hours of or"},{"speaker":"John Weaver","startTime":918.1299999999999,"endTime":923.9100000000001,"body":"greater, definitely greater than"},{"speaker":"John Weaver","startTime":923.9100000000001,"endTime":926.6700000000001,"body":"three so it's definitely greater"},{"speaker":"John Weaver","startTime":923.9100000000001,"endTime":926.6700000000001,"body":"than 45 gigawatt hours of"},{"speaker":"John Weaver","startTime":926.6700000000001,"endTime":932.25,"body":"capacity. I would put money it's"},{"speaker":"John Weaver","startTime":926.6700000000001,"endTime":932.25,"body":"greater than 54 gigawatts,"},{"speaker":"John Weaver","startTime":932.6099999999999,"endTime":935.9100000000001,"body":"because a whole bunch of it all"},{"speaker":"John Weaver","startTime":932.6099999999999,"endTime":935.9100000000001,"body":"the utility scale is four hours"},{"speaker":"John Weaver","startTime":935.9100000000001,"endTime":941.55,"body":"stuff. So like 80, 90% of the"},{"speaker":"John Weaver","startTime":935.9100000000001,"endTime":941.55,"body":"capacity is four hours, and then"},{"speaker":"John Weaver","startTime":941.55,"endTime":945.47,"body":"10% is two to four two to four"},{"speaker":"John Weaver","startTime":941.55,"endTime":945.47,"body":"hours. Maybe some of it's six,"},{"speaker":"John Weaver","startTime":946.1299999999999,"endTime":948.6499999999999,"body":"you know, but it's gaining on an"},{"speaker":"John Weaver","startTime":946.1299999999999,"endTime":948.6499999999999,"body":"average of four. So it's really"},{"speaker":"John Weaver","startTime":948.6499999999999,"endTime":951.1700000000001,"body":"close to 60 gigawatt hours."},{"speaker":"John Weaver","startTime":948.6499999999999,"endTime":951.1700000000001,"body":"That's what I want, a sales"},{"speaker":"John Weaver","startTime":951.1700000000001,"endTime":954.71,"body":"pitch. That's a sales guy in me,"},{"speaker":"John Weaver","startTime":951.1700000000001,"endTime":954.71,"body":"yeah. Engineer, yeah."},{"speaker":"Tim Montague","startTime":954.71,"endTime":957.77,"body":"So John is just"},{"speaker":"Tim Montague","startTime":954.71,"endTime":957.77,"body":"saying, if the capacity is 15"},{"speaker":"Tim Montague","startTime":957.77,"endTime":963.1299999999999,"body":"gigawatts, that translates into"},{"speaker":"Tim Montague","startTime":957.77,"endTime":963.1299999999999,"body":"60 gigawatt hours. Potentially,"},{"speaker":"Tim Montague","startTime":963.3699999999999,"endTime":964.81,"body":"if it's a 4l battery,"},{"speaker":"John Weaver","startTime":965.6499999999999,"endTime":968.23,"body":"yeah, like, we"},{"speaker":"John Weaver","startTime":965.6499999999999,"endTime":968.23,"body":"break, I, this is my article. So"},{"speaker":"John Weaver","startTime":968.23,"endTime":971.3499999999999,"body":"like, near the bottom, and I"},{"speaker":"John Weaver","startTime":968.23,"endTime":971.3499999999999,"body":"break into the percentage of"},{"speaker":"John Weaver","startTime":971.4100000000001,"endTime":977.53,"body":"hours per capacity, type,"},{"speaker":"John Weaver","startTime":971.4100000000001,"endTime":977.53,"body":"residential, commercial and and"},{"speaker":"John Weaver","startTime":977.53,"endTime":981.9100000000001,"body":"utility, and all the utility"},{"speaker":"John Weaver","startTime":977.53,"endTime":981.9100000000001,"body":"scales, the big stuff. So, but,"},{"speaker":"John Weaver","startTime":981.9100000000001,"endTime":985.05,"body":"um, but, yeah. So anyway, just"},{"speaker":"John Weaver","startTime":981.9100000000001,"endTime":985.05,"body":"California is growing. What's"},{"speaker":"John Weaver","startTime":985.05,"endTime":990.8699999999999,"body":"really interesting is that the"},{"speaker":"John Weaver","startTime":985.05,"endTime":990.8699999999999,"body":"peak of the solar number is now"},{"speaker":"John Weaver","startTime":990.8699999999999,"endTime":999.99,"body":"going up, partially because the"},{"speaker":"John Weaver","startTime":990.8699999999999,"endTime":999.99,"body":"batteries are absorbing up to"},{"speaker":"John Weaver","startTime":1000.05,"endTime":1003.8499999999999,"body":"eight gigawatts in the middle of"},{"speaker":"John Weaver","startTime":1000.05,"endTime":1003.8499999999999,"body":"the day. Eight, and that eight"},{"speaker":"John Weaver","startTime":1003.8499999999999,"endTime":1010.1499999999999,"body":"gigawatts of capacity would have"},{"speaker":"John Weaver","startTime":1003.8499999999999,"endTime":1010.1499999999999,"body":"been curtailed solar. So now"},{"speaker":"John Weaver","startTime":1010.1499999999999,"endTime":1014.8299999999999,"body":"we're seeing solar growth as a"},{"speaker":"John Weaver","startTime":1010.1499999999999,"endTime":1014.8299999999999,"body":"result of battery growth."},{"speaker":"John Weaver","startTime":1015.31,"endTime":1021.8499999999999,"body":"Batteries are now enabling solar"},{"speaker":"John Weaver","startTime":1015.31,"endTime":1021.8499999999999,"body":"power. Yeah, and I think that's"},{"speaker":"Tim Montague","startTime":1021.8499999999999,"endTime":1023.79,"body":"yeah. Batteries"},{"speaker":"Tim Montague","startTime":1021.8499999999999,"endTime":1023.79,"body":"are a great way to attack the"},{"speaker":"Tim Montague","startTime":1023.79,"endTime":1028.05,"body":"duck curve. I mean, on this"},{"speaker":"Tim Montague","startTime":1023.79,"endTime":1028.05,"body":"graph, that's on screen right"},{"speaker":"Tim Montague","startTime":1028.05,"endTime":1031.71,"body":"now, you see the battery curve."},{"speaker":"Tim Montague","startTime":1028.05,"endTime":1031.71,"body":"The Purple Line has somewhat of"},{"speaker":"Tim Montague","startTime":1031.71,"endTime":1037.35,"body":"a duck curve shape, but this is"},{"speaker":"Tim Montague","startTime":1031.71,"endTime":1037.35,"body":"just the generation curves. This"},{"speaker":"Tim Montague","startTime":1037.35,"endTime":1040.6499999999999,"body":"is not the demand curves. The"},{"speaker":"Tim Montague","startTime":1037.35,"endTime":1040.6499999999999,"body":"demand curves is would show us"},{"speaker":"Tim Montague","startTime":1040.6499999999999,"endTime":1041.61,"body":"the true duck well, you"},{"speaker":"John Weaver","startTime":1041.61,"endTime":1044.03,"body":"can see it. You can"},{"speaker":"John Weaver","startTime":1041.61,"endTime":1044.03,"body":"see it. Look back, you can see"},{"speaker":"John Weaver","startTime":1044.03,"endTime":1047.21,"body":"the purple during the daytime,"},{"speaker":"John Weaver","startTime":1044.03,"endTime":1047.21,"body":"how deep it goes? Yeah,"},{"speaker":"Tim Montague","startTime":1048.11,"endTime":1050.1499999999999,"body":"right here. This"},{"speaker":"Tim Montague","startTime":1048.11,"endTime":1050.1499999999999,"body":"is where the battery's charging,"},{"speaker":"Tim Montague","startTime":1050.1499999999999,"endTime":1055.37,"body":"right? Yes, yes, when the solar"},{"speaker":"Tim Montague","startTime":1050.1499999999999,"endTime":1055.37,"body":"is cranking, and that's why"},{"speaker":"Tim Montague","startTime":1055.37,"endTime":1058.97,"body":"batteries are great, right? You"},{"speaker":"Tim Montague","startTime":1055.37,"endTime":1058.97,"body":"can store energy when the"},{"speaker":"Tim Montague","startTime":1058.97,"endTime":1063.19,"body":"photons are free, and then"},{"speaker":"Tim Montague","startTime":1058.97,"endTime":1063.19,"body":"release the energy when the kWh"},{"speaker":"Tim Montague","startTime":1063.19,"endTime":1068.23,"body":"is expensive in the evening, and"},{"speaker":"Tim Montague","startTime":1063.19,"endTime":1068.23,"body":"that's how you create value with"},{"speaker":"Tim Montague","startTime":1068.23,"endTime":1068.83,"body":"the battery"},{"speaker":"John Weaver","startTime":1070.99,"endTime":1076.45,"body":"load shift, though,"},{"speaker":"John Weaver","startTime":1070.99,"endTime":1076.45,"body":"so solar powered evening peak"},{"speaker":"John Weaver","startTime":1076.8700000000001,"endTime":1080.95,"body":"battery records being set. This"},{"speaker":"John Weaver","startTime":1076.8700000000001,"endTime":1080.95,"body":"is the capacity thing, where"},{"speaker":"John Weaver","startTime":1080.95,"endTime":1085.2900000000002,"body":"they show how much capacity from"},{"speaker":"John Weaver","startTime":1080.95,"endTime":1085.2900000000002,"body":"each product utility scale is,"},{"speaker":"Tim Montague","startTime":1095.19,"endTime":1101.0700000000002,"body":"I lost your audio."},{"speaker":"Tim Montague","startTime":1095.19,"endTime":1101.0700000000002,"body":"You're muted. You"},{"speaker":"Tim Montague","startTime":1112.0700000000002,"endTime":1112.97,"body":"You are muted,"},{"speaker":"John Weaver","startTime":1117.71,"endTime":1119.21,"body":"right? Maybe I'm"},{"speaker":"John Weaver","startTime":1117.71,"endTime":1119.21,"body":"unmuted. Now,"},{"speaker":"Tim Montague","startTime":1120.71,"endTime":1122.51,"body":"that's good. I"},{"speaker":"Tim Montague","startTime":1120.71,"endTime":1122.51,"body":"don't know how that happened."},{"speaker":"Tim Montague","startTime":1122.51,"endTime":1122.8700000000001,"body":"Sorry."},{"speaker":"John Weaver","startTime":1123.23,"endTime":1126.97,"body":"Well, it goes to do"},{"speaker":"John Weaver","startTime":1123.23,"endTime":1126.97,"body":"to do so anyway, on and off. So"},{"speaker":"John Weaver","startTime":1126.97,"endTime":1133.57,"body":"that utility scale, that 13.2"},{"speaker":"John Weaver","startTime":1126.97,"endTime":1133.57,"body":"that is probably 98% four hours."},{"speaker":"John Weaver","startTime":1134.23,"endTime":1138.6100000000001,"body":"The commercial is probably three"},{"speaker":"John Weaver","startTime":1134.23,"endTime":1138.6100000000001,"body":"to three and a half hours, maybe"},{"speaker":"John Weaver","startTime":1138.6100000000001,"endTime":1141.01,"body":"two and a half to three and a"},{"speaker":"John Weaver","startTime":1138.6100000000001,"endTime":1141.01,"body":"half. The residential, probably"},{"speaker":"John Weaver","startTime":1141.01,"endTime":1144.03,"body":"similar ish two and a half to"},{"speaker":"John Weaver","startTime":1141.01,"endTime":1144.03,"body":"three and a half. So that's, you"},{"speaker":"John Weaver","startTime":1144.03,"endTime":1147.39,"body":"know, that ratio probably comes"},{"speaker":"John Weaver","startTime":1144.03,"endTime":1147.39,"body":"up to like 55 gigawatt hours."},{"speaker":"John Weaver","startTime":1147.39,"endTime":1152.79,"body":"And then on the right side,"},{"speaker":"John Weaver","startTime":1147.39,"endTime":1152.79,"body":"that's the goal by 2020, 2045,"},{"speaker":"John Weaver","startTime":1153.93,"endTime":1157.29,"body":"right? Now, what's interesting"},{"speaker":"John Weaver","startTime":1153.93,"endTime":1157.29,"body":"is that the rate of growth here"},{"speaker":"John Weaver","startTime":1158.01,"endTime":1162.63,"body":"is that we could blast through"},{"speaker":"John Weaver","startTime":1158.01,"endTime":1162.63,"body":"30 gigawatt hours or 30"},{"speaker":"John Weaver","startTime":1162.63,"endTime":1167.99,"body":"gigawatts in like five years. In"},{"speaker":"John Weaver","startTime":1162.63,"endTime":1167.99,"body":"fact, there's a scientist who"},{"speaker":"John Weaver","startTime":1167.99,"endTime":1171.47,"body":"says the rate of growth that's"},{"speaker":"John Weaver","startTime":1167.99,"endTime":1171.47,"body":"been going on would suggest,"},{"speaker":"John Weaver","startTime":1171.47,"endTime":1177.71,"body":"like a year and a half more 1.2"},{"speaker":"John Weaver","startTime":1171.47,"endTime":1177.71,"body":"or 1.5 years. So we're growing"},{"speaker":"John Weaver","startTime":1177.71,"endTime":1183.3700000000001,"body":"really fast. Our own ambitions"},{"speaker":"John Weaver","startTime":1177.71,"endTime":1183.3700000000001,"body":"at this point are now. What"},{"speaker":"John Weaver","startTime":1183.3700000000001,"endTime":1186.67,"body":"would stop California from"},{"speaker":"John Weaver","startTime":1183.3700000000001,"endTime":1186.67,"body":"deploying enough batteries?"},{"speaker":"John Weaver","startTime":1187.03,"endTime":1191.47,"body":"Because we can do 30 gigawatts."},{"speaker":"John Weaver","startTime":1187.03,"endTime":1191.47,"body":"We have the costs, we have the"},{"speaker":"John Weaver","startTime":1191.47,"endTime":1195.79,"body":"technology. It's really about"},{"speaker":"John Weaver","startTime":1191.47,"endTime":1195.79,"body":"optimizing the deployment. I"},{"speaker":"John Weaver","startTime":1195.79,"endTime":1198.97,"body":"think we're in a different phase"},{"speaker":"John Weaver","startTime":1195.79,"endTime":1198.97,"body":"now, I think with the collapse"},{"speaker":"John Weaver","startTime":1198.97,"endTime":1202.51,"body":"of battery pricing, as long as"},{"speaker":"John Weaver","startTime":1198.97,"endTime":1202.51,"body":"these stupid tariffs, and we"},{"speaker":"John Weaver","startTime":1202.51,"endTime":1205.3500000000001,"body":"could talk about stair tariffs"},{"speaker":"John Weaver","startTime":1202.51,"endTime":1205.3500000000001,"body":"after this, but as long as these"},{"speaker":"John Weaver","startTime":1205.3500000000001,"endTime":1210.15,"body":"stupid tariffs don't say don't"},{"speaker":"John Weaver","startTime":1205.3500000000001,"endTime":1210.15,"body":"stay stupid, we should be able"},{"speaker":"John Weaver","startTime":1210.15,"endTime":1215.67,"body":"to whip California's solar plus"},{"speaker":"John Weaver","startTime":1210.15,"endTime":1215.67,"body":"storage question like, right now"},{"speaker":"John Weaver","startTime":1215.67,"endTime":1217.77,"body":"we could do it. We're now at"},{"speaker":"John Weaver","startTime":1215.67,"endTime":1217.77,"body":"that stage. It's going to keep"},{"speaker":"John Weaver","startTime":1217.77,"endTime":1221.25,"body":"getting better as we deploy it"},{"speaker":"John Weaver","startTime":1217.77,"endTime":1221.25,"body":"for 10 to 15 years. But right"},{"speaker":"John Weaver","startTime":1221.25,"endTime":1226.01,"body":"now we have the technology done,"},{"speaker":"John Weaver","startTime":1221.25,"endTime":1226.01,"body":"like, you know, whatever cool"},{"speaker":"John Weaver","startTime":1226.19,"endTime":1229.01,"body":"soundtrack we can do it. We have"},{"speaker":"John Weaver","startTime":1226.19,"endTime":1229.01,"body":"the batteries, we have the"},{"speaker":"John Weaver","startTime":1229.01,"endTime":1233.15,"body":"solar. We're done. How do we how"},{"speaker":"John Weaver","startTime":1229.01,"endTime":1233.15,"body":"we do it? That's the next"},{"speaker":"John Weaver","startTime":1233.15,"endTime":1235.91,"body":"question. That's the real"},{"speaker":"John Weaver","startTime":1233.15,"endTime":1235.91,"body":"question, I guess, because"},{"speaker":"John Weaver","startTime":1235.91,"endTime":1237.3500000000001,"body":"that's the one that's going to"},{"speaker":"John Weaver","startTime":1235.91,"endTime":1237.3500000000001,"body":"be answered."},{"speaker":"Tim Montague","startTime":1239.51,"endTime":1241.6100000000001,"body":"Yeah, the"},{"speaker":"Tim Montague","startTime":1239.51,"endTime":1241.6100000000001,"body":"technology adoption curve really"},{"speaker":"Tim Montague","startTime":1241.6100000000001,"endTime":1246.6100000000001,"body":"does work. You know, I think the"},{"speaker":"Tim Montague","startTime":1241.6100000000001,"endTime":1246.6100000000001,"body":"stat is, as you double the"},{"speaker":"Tim Montague","startTime":1246.6100000000001,"endTime":1250.81,"body":"adoption of a technology, the"},{"speaker":"Tim Montague","startTime":1246.6100000000001,"endTime":1250.81,"body":"price falls by, I don't know,"},{"speaker":"Tim Montague","startTime":1250.81,"endTime":1258.67,"body":"40% or something, some big"},{"speaker":"Tim Montague","startTime":1250.81,"endTime":1258.67,"body":"amount. And so it's a good"},{"speaker":"Tim Montague","startTime":1258.67,"endTime":1266.79,"body":"thing, and we're going to see a"},{"speaker":"Tim Montague","startTime":1258.67,"endTime":1266.79,"body":"lot more storage on the grid in"},{"speaker":"Tim Montague","startTime":1267.03,"endTime":1271.59,"body":"CNI and residential right now, a"},{"speaker":"Tim Montague","startTime":1267.03,"endTime":1271.59,"body":"lot of it is utility, as you"},{"speaker":"Tim Montague","startTime":1271.59,"endTime":1277.41,"body":"could see there in that graph in"},{"speaker":"Tim Montague","startTime":1271.59,"endTime":1277.41,"body":"John's story. But that's"},{"speaker":"Tim Montague","startTime":1277.41,"endTime":1282.15,"body":"changing. Also. What's next?"},{"speaker":"John Weaver","startTime":1283.17,"endTime":1286.67,"body":"Tariffs? We talk"},{"speaker":"John Weaver","startTime":1283.17,"endTime":1286.67,"body":"about the whipsaw tariffs that"},{"speaker":"John Weaver","startTime":1286.67,"endTime":1287.39,"body":"are ongoing,"},{"speaker":"Tim Montague","startTime":1288.95,"endTime":1290.57,"body":"so brutal. This is"},{"speaker":"Tim Montague","startTime":1288.95,"endTime":1290.57,"body":"an article,"},{"speaker":"John Weaver","startTime":1290.69,"endTime":1293.39,"body":"yeah, this first"},{"speaker":"John Weaver","startTime":1290.69,"endTime":1293.39,"body":"article is about two weeks ish"},{"speaker":"John Weaver","startTime":1293.39,"endTime":1296.93,"body":"old, and then the second one is"},{"speaker":"John Weaver","startTime":1293.39,"endTime":1296.93,"body":"like yesterday and still being"},{"speaker":"John Weaver","startTime":1296.93,"endTime":1301.01,"body":"updated, like it's live, ongoing"},{"speaker":"John Weaver","startTime":1296.93,"endTime":1301.01,"body":"entertainment. Timothy, yeah,"},{"speaker":"John Weaver","startTime":1301.01,"endTime":1309.8500000000001,"body":"yeah. If politics is now fun. So"},{"speaker":"John Weaver","startTime":1301.01,"endTime":1309.8500000000001,"body":"the first articles shows China"},{"speaker":"John Weaver","startTime":1309.8500000000001,"endTime":1313.09,"body":"and Trump, which is the major"},{"speaker":"John Weaver","startTime":1309.8500000000001,"endTime":1313.09,"body":"source of batteries. So my mind"},{"speaker":"John Weaver","startTime":1313.09,"endTime":1317.71,"body":"has a lot of batteries on it"},{"speaker":"John Weaver","startTime":1313.09,"endTime":1317.71,"body":"these days as having a 90 day"},{"speaker":"John Weaver","startTime":1317.71,"endTime":1322.51,"body":"tariff pause. And so the tariff"},{"speaker":"John Weaver","startTime":1317.71,"endTime":1322.51,"body":"for batteries fell to 30 or for"},{"speaker":"John Weaver","startTime":1322.75,"endTime":1326.97,"body":"to China in general, fell to 30%"},{"speaker":"John Weaver","startTime":1322.75,"endTime":1326.97,"body":"and that means to tariff on"},{"speaker":"John Weaver","startTime":1326.97,"endTime":1332.55,"body":"batteries is somewhere in the 40"},{"speaker":"John Weaver","startTime":1326.97,"endTime":1332.55,"body":"to 60% range, which is"},{"speaker":"John Weaver","startTime":1332.55,"endTime":1335.6100000000001,"body":"reasonable. If batteries are now"},{"speaker":"John Weaver","startTime":1332.55,"endTime":1335.6100000000001,"body":"going to cost 100 bucks per"},{"speaker":"John Weaver","startTime":1335.6100000000001,"endTime":1339.69,"body":"kilowatt hour, we can manage it."},{"speaker":"John Weaver","startTime":1335.6100000000001,"endTime":1339.69,"body":"We'd like it lower. This would"},{"speaker":"John Weaver","startTime":1339.69,"endTime":1345.59,"body":"put it back to 2023 prices. We"},{"speaker":"John Weaver","startTime":1339.69,"endTime":1345.59,"body":"prefer it in 2026 pricing. But"},{"speaker":"John Weaver","startTime":1345.95,"endTime":1349.13,"body":"it doesn't it means California"},{"speaker":"John Weaver","startTime":1345.95,"endTime":1349.13,"body":"can keep going with their"},{"speaker":"John Weaver","startTime":1349.25,"endTime":1353.27,"body":"revolution. Is really what I"},{"speaker":"John Weaver","startTime":1349.25,"endTime":1353.27,"body":"would want to say. I don't know"},{"speaker":"John Weaver","startTime":1353.27,"endTime":1355.73,"body":"exactly, though, because I'm not"},{"speaker":"John Weaver","startTime":1353.27,"endTime":1355.73,"body":"in the battery world, the big"},{"speaker":"John Weaver","startTime":1355.73,"endTime":1360.05,"body":"battery world, but I think,"},{"speaker":"John Weaver","startTime":1355.73,"endTime":1360.05,"body":"based on some math I've done, at"},{"speaker":"John Weaver","startTime":1360.05,"endTime":1364.57,"body":"40 to 60% tariffs, batteries in"},{"speaker":"John Weaver","startTime":1360.05,"endTime":1364.57,"body":"California can make it happen"},{"speaker":"John Weaver","startTime":1364.57,"endTime":1367.99,"body":"with their expensive ass grid is"},{"speaker":"John Weaver","startTime":1364.57,"endTime":1367.99,"body":"really the key. We'd love to see"},{"speaker":"John Weaver","startTime":1367.99,"endTime":1370.81,"body":"it go much lower, though. We'd"},{"speaker":"John Weaver","startTime":1367.99,"endTime":1370.81,"body":"love to be buying some shipping"},{"speaker":"John Weaver","startTime":1370.81,"endTime":1375.67,"body":"containers at 70 bucks, 60 bucks"},{"speaker":"John Weaver","startTime":1370.81,"endTime":1375.67,"body":"from China, and then doing 40 to"},{"speaker":"John Weaver","startTime":1375.67,"endTime":1377.83,"body":"60 on that. But we'll see."},{"speaker":"Tim Montague","startTime":1378.07,"endTime":1381.6100000000001,"body":"Yeah. So the US"},{"speaker":"Tim Montague","startTime":1378.07,"endTime":1381.6100000000001,"body":"and China have announced a 90"},{"speaker":"Tim Montague","startTime":1381.6100000000001,"endTime":1384.21,"body":"day pause on their huge"},{"speaker":"Tim Montague","startTime":1381.6100000000001,"endTime":1384.21,"body":"reciprocal tariffs while they"},{"speaker":"Tim Montague","startTime":1384.21,"endTime":1387.51,"body":"continue negotiations with the"},{"speaker":"Tim Montague","startTime":1384.21,"endTime":1387.51,"body":"effect of terrorists on"},{"speaker":"Tim Montague","startTime":1387.51,"endTime":1392.25,"body":"batteries more than having to"},{"speaker":"Tim Montague","startTime":1387.51,"endTime":1392.25,"body":"around 60% you know, there's"},{"speaker":"Tim Montague","startTime":1392.25,"endTime":1397.95,"body":"also emerging news, John that"},{"speaker":"Tim Montague","startTime":1392.25,"endTime":1397.95,"body":"the courts have started to"},{"speaker":"Tim Montague","startTime":1398.6100000000001,"endTime":1406.97,"body":"conclude that Trump's executing"},{"speaker":"Tim Montague","startTime":1398.6100000000001,"endTime":1406.97,"body":"tariffs without Congress is not"},{"speaker":"Tim Montague","startTime":1406.97,"endTime":1408.89,"body":"legal, and that's"},{"speaker":"John Weaver","startTime":1408.89,"endTime":1411.41,"body":"the second article"},{"speaker":"John Weaver","startTime":1408.89,"endTime":1411.41,"body":"that's right here is exactly"},{"speaker":"John Weaver","startTime":1411.41,"endTime":1415.73,"body":"that, and it's whipsawing. So"},{"speaker":"John Weaver","startTime":1411.41,"endTime":1415.73,"body":"the court has, as of yesterday,"},{"speaker":"John Weaver","startTime":1416.03,"endTime":1418.3700000000001,"body":"said, Hey, Trump, you're not"},{"speaker":"John Weaver","startTime":1416.03,"endTime":1418.3700000000001,"body":"allowed to do this. This is not"},{"speaker":"John Weaver","startTime":1418.3700000000001,"endTime":1422.15,"body":"your purvey. And specifically"},{"speaker":"John Weaver","startTime":1418.3700000000001,"endTime":1422.15,"body":"with this one, it wasn't the"},{"speaker":"John Weaver","startTime":1422.15,"endTime":1425.3500000000001,"body":"court thing. What they said is"},{"speaker":"John Weaver","startTime":1422.15,"endTime":1425.3500000000001,"body":"that the executive order, the"},{"speaker":"John Weaver","startTime":1425.3500000000001,"endTime":1430.51,"body":"enemy Act, or whichever thing he"},{"speaker":"John Weaver","startTime":1425.3500000000001,"endTime":1430.51,"body":"picked to use as a logic wasn't"},{"speaker":"John Weaver","startTime":1430.63,"endTime":1435.91,"body":"allowable. So a trade court, the"},{"speaker":"John Weaver","startTime":1430.63,"endTime":1435.91,"body":"International Trade court, said,"},{"speaker":"John Weaver","startTime":1435.91,"endTime":1440.95,"body":"Hey, you can't use that law to"},{"speaker":"John Weaver","startTime":1435.91,"endTime":1440.95,"body":"do this. And so they said, You"},{"speaker":"John Weaver","startTime":1440.95,"endTime":1445.83,"body":"got to pause it. Trump then went"},{"speaker":"John Weaver","startTime":1440.95,"endTime":1445.83,"body":"to the next level, appeals court"},{"speaker":"John Weaver","startTime":1446.07,"endTime":1450.81,"body":"and said, Hey, we're changing"},{"speaker":"John Weaver","startTime":1446.07,"endTime":1450.81,"body":"our reason, or something that"},{"speaker":"John Weaver","startTime":1450.81,"endTime":1453.8700000000001,"body":"appeals court said, All right,"},{"speaker":"John Weaver","startTime":1450.81,"endTime":1453.8700000000001,"body":"you can continue. So this is now"},{"speaker":"John Weaver","startTime":1453.8700000000001,"endTime":1457.41,"body":"the current status Trump's"},{"speaker":"John Weaver","startTime":1453.8700000000001,"endTime":1457.41,"body":"tariffs. Can continue for now."},{"speaker":"John Weaver","startTime":1457.71,"endTime":1461.19,"body":"Appeals Court says, so this is"},{"speaker":"John Weaver","startTime":1457.71,"endTime":1461.19,"body":"that ongoing thing, the next"},{"speaker":"John Weaver","startTime":1461.19,"endTime":1463.79,"body":"layer of the whipsaw. So they're"},{"speaker":"John Weaver","startTime":1461.19,"endTime":1463.79,"body":"going to come up with some"},{"speaker":"John Weaver","startTime":1463.79,"endTime":1468.71,"body":"logic, maybe to say, Hey, this"},{"speaker":"John Weaver","startTime":1463.79,"endTime":1468.71,"body":"is why we're going to do it. And"},{"speaker":"John Weaver","startTime":1468.71,"endTime":1472.19,"body":"then it's going to continue or"},{"speaker":"John Weaver","startTime":1468.71,"endTime":1472.19,"body":"not, or at some point, it will"},{"speaker":"John Weaver","startTime":1472.19,"endTime":1477.17,"body":"hit the 60 day window, or, I"},{"speaker":"John Weaver","startTime":1472.19,"endTime":1477.17,"body":"don't know exactly, but this is"},{"speaker":"John Weaver","startTime":1477.17,"endTime":1484.81,"body":"our ongoing question, for me,"},{"speaker":"John Weaver","startTime":1477.17,"endTime":1484.81,"body":"for my financial model, what all"},{"speaker":"John Weaver","startTime":1484.81,"endTime":1488.05,"body":"this means in the real world is"},{"speaker":"John Weaver","startTime":1484.81,"endTime":1488.05,"body":"that if I'm really going to do a"},{"speaker":"John Weaver","startTime":1488.05,"endTime":1492.6100000000001,"body":"battery, I'm going to have to"},{"speaker":"John Weaver","startTime":1488.05,"endTime":1492.6100000000001,"body":"put it at 60% tariff on top of"},{"speaker":"John Weaver","startTime":1492.6100000000001,"endTime":1495.79,"body":"it, because all this stuff"},{"speaker":"John Weaver","startTime":1492.6100000000001,"endTime":1495.79,"body":"that's below it. I have no idea"},{"speaker":"John Weaver","startTime":1495.79,"endTime":1498.67,"body":"what all this stuff means. It's"},{"speaker":"John Weaver","startTime":1495.79,"endTime":1498.67,"body":"moving so fast, it's so nutty."},{"speaker":"John Weaver","startTime":1499.03,"endTime":1502.95,"body":"Even the experts have different"},{"speaker":"John Weaver","startTime":1499.03,"endTime":1502.95,"body":"tariff ranges. I don't know. You"},{"speaker":"John Weaver","startTime":1502.95,"endTime":1505.83,"body":"know, can I buy this component"},{"speaker":"John Weaver","startTime":1502.95,"endTime":1505.83,"body":"here and buy this one here? And"},{"speaker":"John Weaver","startTime":1506.43,"endTime":1510.27,"body":"is there a combo tariff if I"},{"speaker":"John Weaver","startTime":1506.43,"endTime":1510.27,"body":"assemble it here versus there?"},{"speaker":"John Weaver","startTime":1511.29,"endTime":1513.99,"body":"I'm just, you know, I'm just"},{"speaker":"John Weaver","startTime":1511.29,"endTime":1513.99,"body":"watching and having fun,"},{"speaker":"John Weaver","startTime":1513.99,"endTime":1517.53,"body":"reading, posting stuff on blue"},{"speaker":"John Weaver","startTime":1513.99,"endTime":1517.53,"body":"sky, because all kinds of"},{"speaker":"John Weaver","startTime":1517.53,"endTime":1524.69,"body":"terrible entertainment. Yeah."},{"speaker":"John Weaver","startTime":1517.53,"endTime":1524.69,"body":"Okay, so this video is half cool"},{"speaker":"John Weaver","startTime":1524.69,"endTime":1528.95,"body":"and half annoying. Okay, it's"},{"speaker":"John Weaver","startTime":1524.69,"endTime":1528.95,"body":"half annoying because it's like"},{"speaker":"John Weaver","startTime":1528.95,"endTime":1531.65,"body":"two minutes of fading in and"},{"speaker":"John Weaver","startTime":1528.95,"endTime":1531.65,"body":"out, of barely showing anything."},{"speaker":"John Weaver","startTime":1531.65,"endTime":1536.33,"body":"But then once it gets going,"},{"speaker":"John Weaver","startTime":1531.65,"endTime":1536.33,"body":"it's not bad. It's just another"},{"speaker":"John Weaver","startTime":1536.33,"endTime":1540.23,"body":"panel, pair of panel robots."},{"speaker":"John Weaver","startTime":1536.33,"endTime":1540.23,"body":"It's a combo. Rosen has built"},{"speaker":"John Weaver","startTime":1540.23,"endTime":1545.29,"body":"something similar to the group"},{"speaker":"John Weaver","startTime":1540.23,"endTime":1545.29,"body":"that you work with. Their name"},{"speaker":"John Weaver","startTime":1545.71,"endTime":1548.71,"body":"luminous Rosen has developed"},{"speaker":"John Weaver","startTime":1545.71,"endTime":1548.71,"body":"something similar to luminous."},{"speaker":"John Weaver","startTime":1548.89,"endTime":1552.43,"body":"They have a two combo robot, one"},{"speaker":"John Weaver","startTime":1548.89,"endTime":1552.43,"body":"for carrying and one for"},{"speaker":"John Weaver","startTime":1552.43,"endTime":1556.45,"body":"lifting. Yeah. So you'll start"},{"speaker":"John Weaver","startTime":1552.43,"endTime":1556.45,"body":"to see it come into place, but"},{"speaker":"John Weaver","startTime":1556.45,"endTime":1559.03,"body":"it's just kind of annoying. Like"},{"speaker":"John Weaver","startTime":1556.45,"endTime":1559.03,"body":"play this at double speed or"},{"speaker":"John Weaver","startTime":1559.03,"endTime":1562.33,"body":"triple speed or something. So we"},{"speaker":"John Weaver","startTime":1559.03,"endTime":1562.33,"body":"can get through this till we get"},{"speaker":"John Weaver","startTime":1562.33,"endTime":1565.05,"body":"to the good stuff. So there you"},{"speaker":"John Weaver","startTime":1562.33,"endTime":1565.05,"body":"go again. Nice robot there,"},{"speaker":"John Weaver","startTime":1565.05,"endTime":1571.59,"body":"going on. There we go. Good to"},{"speaker":"John Weaver","startTime":1565.05,"endTime":1571.59,"body":"do. Pretty cool. That's your"},{"speaker":"John Weaver","startTime":1571.59,"endTime":1576.03,"body":"panel there. Now you're starting"},{"speaker":"John Weaver","startTime":1571.59,"endTime":1576.03,"body":"to see the arm robot, just, just"},{"speaker":"John Weaver","startTime":1576.03,"endTime":1578.8500000000001,"body":"gonna lift the modules, put it"},{"speaker":"John Weaver","startTime":1576.03,"endTime":1578.8500000000001,"body":"right up there. You go,"},{"speaker":"John Weaver","startTime":1578.91,"endTime":1586.07,"body":"wonderful. Up down. And it's"},{"speaker":"John Weaver","startTime":1578.91,"endTime":1586.07,"body":"just a nice combo. So the key"},{"speaker":"John Weaver","startTime":1586.07,"endTime":1591.3500000000001,"body":"is, with Rosen, if they're using"},{"speaker":"John Weaver","startTime":1586.07,"endTime":1591.3500000000001,"body":"it, there's they're doing it"},{"speaker":"John Weaver","startTime":1591.3500000000001,"endTime":1594.59,"body":"scientifically. They're a big"},{"speaker":"John Weaver","startTime":1591.3500000000001,"endTime":1594.59,"body":"company. They have a lot of"},{"speaker":"John Weaver","startTime":1594.59,"endTime":1597.59,"body":"labor, they have a lot of data."},{"speaker":"John Weaver","startTime":1594.59,"endTime":1597.59,"body":"They have a lot of professionals"},{"speaker":"John Weaver","startTime":1597.83,"endTime":1601.25,"body":"who know how to do the science"},{"speaker":"John Weaver","startTime":1597.83,"endTime":1601.25,"body":"and the math to determine how"},{"speaker":"John Weaver","startTime":1601.25,"endTime":1604.45,"body":"these numbers actually work."},{"speaker":"John Weaver","startTime":1601.25,"endTime":1604.45,"body":"Work out what kind of labor it"},{"speaker":"John Weaver","startTime":1604.45,"endTime":1608.47,"body":"means, attachment, breaking"},{"speaker":"John Weaver","startTime":1604.45,"endTime":1608.47,"body":"stuff, you know, what's the work"},{"speaker":"John Weaver","startTime":1608.47,"endTime":1611.89,"body":"that these people are doing, and"},{"speaker":"John Weaver","startTime":1608.47,"endTime":1611.89,"body":"how's it going to turn out? So I"},{"speaker":"John Weaver","startTime":1611.89,"endTime":1614.41,"body":"like the fact that Rosen and is"},{"speaker":"John Weaver","startTime":1611.89,"endTime":1614.41,"body":"doing it. There you go. Nice,"},{"speaker":"John Weaver","startTime":1614.41,"endTime":1615.73,"body":"clear image of the whole"},{"speaker":"Tim Montague","startTime":1615.73,"endTime":1617.53,"body":"structure."},{"speaker":"Tim Montague","startTime":1615.73,"endTime":1617.53,"body":"Finally, some good lighting."},{"speaker":"John Weaver","startTime":1618.25,"endTime":1620.65,"body":"See, told you, it"},{"speaker":"John Weaver","startTime":1618.25,"endTime":1620.65,"body":"wasn't just me who was"},{"speaker":"John Weaver","startTime":1620.65,"endTime":1623.07,"body":"complaining, right? I, you know,"},{"speaker":"John Weaver","startTime":1620.65,"endTime":1623.07,"body":"I like to complain. There we go."},{"speaker":"John Weaver","startTime":1623.07,"endTime":1625.53,"body":"Look at that. That's the best"},{"speaker":"John Weaver","startTime":1623.07,"endTime":1625.53,"body":"view right there. It's like,"},{"speaker":"John Weaver","startTime":1625.53,"endTime":1627.93,"body":"don't do left, right, left,"},{"speaker":"John Weaver","startTime":1625.53,"endTime":1627.93,"body":"right. You know, there's a lot"},{"speaker":"John Weaver","startTime":1627.93,"endTime":1630.45,"body":"of guys watching. So you don't"},{"speaker":"John Weaver","startTime":1627.93,"endTime":1630.45,"body":"know how many people there to"},{"speaker":"John Weaver","startTime":1630.45,"endTime":1634.95,"body":"actually work, but I think you"},{"speaker":"John Weaver","startTime":1630.45,"endTime":1634.95,"body":"need two people per row for one"},{"speaker":"John Weaver","startTime":1634.95,"endTime":1638.8500000000001,"body":"machine, and it seems like they"},{"speaker":"John Weaver","startTime":1634.95,"endTime":1638.8500000000001,"body":"can just blast through it. Now,"},{"speaker":"John Weaver","startTime":1638.8500000000001,"endTime":1641.67,"body":"all you need is a third person"},{"speaker":"John Weaver","startTime":1638.8500000000001,"endTime":1641.67,"body":"who's dropping the pallets on"},{"speaker":"John Weaver","startTime":1641.67,"endTime":1646.3700000000001,"body":"the back of that back machine so"},{"speaker":"John Weaver","startTime":1641.67,"endTime":1646.3700000000001,"body":"it never runs out, sure, and"},{"speaker":"John Weaver","startTime":1647.03,"endTime":1650.8700000000001,"body":"just now the article, the"},{"speaker":"John Weaver","startTime":1647.03,"endTime":1650.8700000000001,"body":"purpose of this article is not"},{"speaker":"John Weaver","startTime":1650.8700000000001,"endTime":1654.3500000000001,"body":"actually this, well, I guess it"},{"speaker":"John Weaver","startTime":1650.8700000000001,"endTime":1654.3500000000001,"body":"was to show off the robot, but"},{"speaker":"John Weaver","startTime":1654.3500000000001,"endTime":1659.21,"body":"it was specifically to say that"},{"speaker":"John Weaver","startTime":1654.3500000000001,"endTime":1659.21,"body":"Rosen is thinking about selling"},{"speaker":"John Weaver","startTime":1659.21,"endTime":1663.01,"body":"rights to it or something, and"},{"speaker":"John Weaver","startTime":1659.21,"endTime":1663.01,"body":"they want to share it with the"},{"speaker":"John Weaver","startTime":1663.01,"endTime":1667.8700000000001,"body":"industry, and maybe they think"},{"speaker":"John Weaver","startTime":1663.01,"endTime":1667.8700000000001,"body":"they, you know, they can only"},{"speaker":"John Weaver","startTime":1667.8700000000001,"endTime":1670.33,"body":"save so much money, and they"},{"speaker":"John Weaver","startTime":1667.8700000000001,"endTime":1670.33,"body":"think they can make more by"},{"speaker":"John Weaver","startTime":1670.33,"endTime":1673.51,"body":"selling to all their partners."},{"speaker":"John Weaver","startTime":1670.33,"endTime":1673.51,"body":"But I thought that was"},{"speaker":"John Weaver","startTime":1673.51,"endTime":1676.27,"body":"interesting is that Rosen is"},{"speaker":"John Weaver","startTime":1673.51,"endTime":1676.27,"body":"going to put it out there. I was"},{"speaker":"John Weaver","startTime":1676.27,"endTime":1678.6100000000001,"body":"really more so interested in"},{"speaker":"John Weaver","startTime":1676.27,"endTime":1678.6100000000001,"body":"just seeing the unit. I don't"},{"speaker":"John Weaver","startTime":1678.6100000000001,"endTime":1680.77,"body":"really care if they sell it,"},{"speaker":"John Weaver","startTime":1678.6100000000001,"endTime":1680.77,"body":"because I know other people are"},{"speaker":"John Weaver","startTime":1680.77,"endTime":1683.49,"body":"doing it so, but awesome if"},{"speaker":"John Weaver","startTime":1680.77,"endTime":1683.49,"body":"they're doing it. But I like"},{"speaker":"John Weaver","startTime":1683.49,"endTime":1687.09,"body":"that Rosen thinks they have it"},{"speaker":"John Weaver","startTime":1683.49,"endTime":1687.09,"body":"because that rosendin thinks"},{"speaker":"John Weaver","startTime":1687.09,"endTime":1690.03,"body":"they have it because that's just"},{"speaker":"John Weaver","startTime":1687.09,"endTime":1690.03,"body":"a big company who I always"},{"speaker":"John Weaver","startTime":1690.03,"endTime":1691.1100000000001,"body":"thought was pretty awesome,"},{"speaker":"Tim Montague","startTime":1691.89,"endTime":1696.21,"body":"big electrical"},{"speaker":"Tim Montague","startTime":1691.89,"endTime":1696.21,"body":"contractor in California. Like"},{"speaker":"Tim Montague","startTime":1696.21,"endTime":1700.47,"body":"when you're in California, you"},{"speaker":"Tim Montague","startTime":1696.21,"endTime":1700.47,"body":"see the Rosen offices around,"},{"speaker":"Tim Montague","startTime":1701.91,"endTime":1705.89,"body":"but I don't know if, if they're"},{"speaker":"Tim Montague","startTime":1701.91,"endTime":1705.89,"body":"working across the country, I"},{"speaker":"Tim Montague","startTime":1705.89,"endTime":1707.8700000000001,"body":"don't see a much in the Midwest."},{"speaker":"Tim Montague","startTime":1705.89,"endTime":1707.8700000000001,"body":"I"},{"speaker":"John Weaver","startTime":1708.53,"endTime":1710.8700000000001,"body":"think they're all"},{"speaker":"John Weaver","startTime":1708.53,"endTime":1710.8700000000001,"body":"across the Southwest, probably"},{"speaker":"John Weaver","startTime":1710.8700000000001,"endTime":1714.1100000000001,"body":"into Texas, and they're probably"},{"speaker":"John Weaver","startTime":1710.8700000000001,"endTime":1714.1100000000001,"body":"going to do projects bigger than"},{"speaker":"John Weaver","startTime":1714.59,"endTime":1721.91,"body":"25 megawatts, yeah, AC, if"},{"speaker":"John Weaver","startTime":1714.59,"endTime":1721.91,"body":"there's not a if there's not a"},{"speaker":"John Weaver","startTime":1723.05,"endTime":1725.59,"body":"substation included in the"},{"speaker":"John Weaver","startTime":1723.05,"endTime":1725.59,"body":"project. Don't call them,"},{"speaker":"Tim Montague","startTime":1728.17,"endTime":1732.43,"body":"yeah, exactly,"},{"speaker":"Tim Montague","startTime":1728.17,"endTime":1732.43,"body":"utility scale. Only should we"},{"speaker":"Tim Montague","startTime":1732.43,"endTime":1733.81,"body":"talk about cold to solar?"},{"speaker":"John Weaver","startTime":1735.97,"endTime":1738.91,"body":"Oh, yeah. I mean,"},{"speaker":"John Weaver","startTime":1735.97,"endTime":1738.91,"body":"I've been listening to VISTA"},{"speaker":"John Weaver","startTime":1738.91,"endTime":1742.51,"body":"claim a lot of stuff for so"},{"speaker":"John Weaver","startTime":1738.91,"endTime":1742.51,"body":"long, cold solar and they but"},{"speaker":"John Weaver","startTime":1743.05,"endTime":1745.53,"body":"what is this? Is this a because"},{"speaker":"John Weaver","startTime":1743.05,"endTime":1745.53,"body":"you know this better than me, so"},{"speaker":"John Weaver","startTime":1745.53,"endTime":1747.75,"body":"you're gonna have to talk about"},{"speaker":"John Weaver","startTime":1745.53,"endTime":1747.75,"body":"this. This is local to you."},{"speaker":"John Weaver","startTime":1747.75,"endTime":1750.03,"body":"VISTA is a big Southern Illinois"},{"speaker":"John Weaver","startTime":1747.75,"endTime":1750.03,"body":"company."},{"speaker":"Tim Montague","startTime":1750.57,"endTime":1753.51,"body":"Well, vistra is, I"},{"speaker":"Tim Montague","startTime":1750.57,"endTime":1753.51,"body":"think, headquartered in Texas,"},{"speaker":"Tim Montague","startTime":1754.41,"endTime":1758.43,"body":"all right, but they operate,"},{"speaker":"Tim Montague","startTime":1754.41,"endTime":1758.43,"body":"they operate power plants out"},{"speaker":"Tim Montague","startTime":1758.43,"endTime":1763.79,"body":"west. Also, they've done some of"},{"speaker":"Tim Montague","startTime":1758.43,"endTime":1763.79,"body":"the largest storage projects in"},{"speaker":"Tim Montague","startTime":1763.79,"endTime":1766.19,"body":"the country period. They"},{"speaker":"John Weaver","startTime":1766.19,"endTime":1768.89,"body":"have the battery"},{"speaker":"John Weaver","startTime":1766.19,"endTime":1768.89,"body":"that's that caught on fire"},{"speaker":"John Weaver","startTime":1768.89,"endTime":1770.8700000000001,"body":"recently, that one that's at"},{"speaker":"John Weaver","startTime":1768.89,"endTime":1770.8700000000001,"body":"Moss Landing,"},{"speaker":"Tim Montague","startTime":1771.17,"endTime":1774.53,"body":"that's landing is"},{"speaker":"Tim Montague","startTime":1771.17,"endTime":1774.53,"body":"a VISTA project, yep. But"},{"speaker":"Tim Montague","startTime":1774.53,"endTime":1775.97,"body":"anyway, Southern Illinois,"},{"speaker":"John Weaver","startTime":1775.97,"endTime":1777.89,"body":"they have a lot of"},{"speaker":"John Weaver","startTime":1775.97,"endTime":1777.89,"body":"coal and a lot of solar. In"},{"speaker":"John Weaver","startTime":1777.89,"endTime":1779.51,"body":"southern Illinois, they're big"},{"speaker":"John Weaver","startTime":1777.89,"endTime":1779.51,"body":"time there."},{"speaker":"Tim Montague","startTime":1779.57,"endTime":1782.45,"body":"Yeah. Illinois is"},{"speaker":"Tim Montague","startTime":1779.57,"endTime":1782.45,"body":"a coal state. And, you know, we,"},{"speaker":"Tim Montague","startTime":1782.75,"endTime":1788.95,"body":"we got this legislation in 2021"},{"speaker":"Tim Montague","startTime":1782.75,"endTime":1788.95,"body":"called Seija, the climate and"},{"speaker":"Tim Montague","startTime":1788.95,"endTime":1794.53,"body":"equitable JOBS Act. Sandwiched"},{"speaker":"Tim Montague","startTime":1788.95,"endTime":1794.53,"body":"inside of that was what I think"},{"speaker":"Tim Montague","startTime":1794.89,"endTime":1798.19,"body":"many of our colleagues would"},{"speaker":"Tim Montague","startTime":1794.89,"endTime":1798.19,"body":"refer to as an astroturf bill"},{"speaker":"Tim Montague","startTime":1798.79,"endTime":1803.07,"body":"for vistra, which operates a"},{"speaker":"Tim Montague","startTime":1798.79,"endTime":1803.07,"body":"fleet of coal plants, which"},{"speaker":"Tim Montague","startTime":1803.07,"endTime":1806.55,"body":"gives them really juicy"},{"speaker":"Tim Montague","startTime":1803.07,"endTime":1806.55,"body":"incentives to convert these coal"},{"speaker":"Tim Montague","startTime":1806.55,"endTime":1811.59,"body":"plants from coal to solar and"},{"speaker":"Tim Montague","startTime":1806.55,"endTime":1811.59,"body":"batteries. And so anyway, this"},{"speaker":"Tim Montague","startTime":1811.59,"endTime":1814.41,"body":"is a story about those projects."},{"speaker":"Tim Montague","startTime":1811.59,"endTime":1814.41,"body":"They are actually coming to"},{"speaker":"Tim Montague","startTime":1814.41,"endTime":1818.67,"body":"fruition now. They're getting"},{"speaker":"Tim Montague","startTime":1814.41,"endTime":1818.67,"body":"built, but they're hitting"},{"speaker":"Tim Montague","startTime":1818.67,"endTime":1824.09,"body":"delays because vistra cannot"},{"speaker":"Tim Montague","startTime":1818.67,"endTime":1824.09,"body":"acquire transformers and switch"},{"speaker":"Tim Montague","startTime":1824.09,"endTime":1829.6100000000001,"body":"gear. There's a huge backlog"},{"speaker":"Tim Montague","startTime":1824.09,"endTime":1829.6100000000001,"body":"globally for transformers. Go"},{"speaker":"Tim Montague","startTime":1829.6100000000001,"endTime":1832.49,"body":"figure John. You know, here we"},{"speaker":"Tim Montague","startTime":1829.6100000000001,"endTime":1832.49,"body":"are. We're tripling the grid."},{"speaker":"Tim Montague","startTime":1832.49,"endTime":1835.49,"body":"We're electrifying everything,"},{"speaker":"Tim Montague","startTime":1832.49,"endTime":1835.49,"body":"and somehow we can't build"},{"speaker":"Tim Montague","startTime":1835.49,"endTime":1838.25,"body":"transformers fast enough. I"},{"speaker":"Tim Montague","startTime":1835.49,"endTime":1838.25,"body":"don't know why. We haven't"},{"speaker":"Tim Montague","startTime":1838.25,"endTime":1842.51,"body":"figured this out, but it's a"},{"speaker":"Tim Montague","startTime":1838.25,"endTime":1842.51,"body":"thing. So we've got a photo here"},{"speaker":"Tim Montague","startTime":1842.57,"endTime":1847.51,"body":"of a 700 megawatt, 780 megawatt"},{"speaker":"Tim Montague","startTime":1842.57,"endTime":1847.51,"body":"coal fired Edwards power plant"},{"speaker":"Tim Montague","startTime":1847.51,"endTime":1855.25,"body":"in Bartonville, Illinois. And on"},{"speaker":"Tim Montague","startTime":1847.51,"endTime":1855.25,"body":"Tuesday, they asked the Feds for"},{"speaker":"Tim Montague","startTime":1855.31,"endTime":1858.3700000000001,"body":"a two year extension on the"},{"speaker":"Tim Montague","startTime":1855.31,"endTime":1858.3700000000001,"body":"interconnection deadline,"},{"speaker":"Tim Montague","startTime":1858.43,"endTime":1864.93,"body":"because they want to"},{"speaker":"Tim Montague","startTime":1858.43,"endTime":1864.93,"body":"interconnect this 546, megawatt"},{"speaker":"Tim Montague","startTime":1865.65,"endTime":1870.8700000000001,"body":"solar and battery farm to the"},{"speaker":"Tim Montague","startTime":1865.65,"endTime":1870.8700000000001,"body":"infrastructure there, but they"},{"speaker":"Tim Montague","startTime":1870.8700000000001,"endTime":1875.55,"body":"need new gear, and they don't"},{"speaker":"Tim Montague","startTime":1870.8700000000001,"endTime":1875.55,"body":"have the gear. So it's a"},{"speaker":"Tim Montague","startTime":1875.55,"endTime":1880.23,"body":"problem. I didn't expect to see"},{"speaker":"Tim Montague","startTime":1875.55,"endTime":1880.23,"body":"this story, but here it is. I"},{"speaker":"Tim Montague","startTime":1880.23,"endTime":1884.81,"body":"guess I should have expected to"},{"speaker":"Tim Montague","startTime":1880.23,"endTime":1884.81,"body":"see it. This is a reason to be"},{"speaker":"Tim Montague","startTime":1884.93,"endTime":1888.3500000000001,"body":"very careful about where you"},{"speaker":"Tim Montague","startTime":1884.93,"endTime":1888.3500000000001,"body":"source your transformers if"},{"speaker":"Tim Montague","startTime":1888.3500000000001,"endTime":1893.09,"body":"you're doing utility scale work,"},{"speaker":"Tim Montague","startTime":1888.3500000000001,"endTime":1893.09,"body":"I guess because some companies"},{"speaker":"Tim Montague","startTime":1893.09,"endTime":1897.65,"body":"have better supply than others."},{"speaker":"Tim Montague","startTime":1893.09,"endTime":1897.65,"body":"So just be careful."},{"speaker":"John Weaver","startTime":1900.29,"endTime":1905.17,"body":"Wow, man. Two. Year"},{"speaker":"John Weaver","startTime":1900.29,"endTime":1905.17,"body":"interconnection extension for a"},{"speaker":"John Weaver","startTime":1905.17,"endTime":1910.27,"body":"pretty big facility, a lot of"},{"speaker":"John Weaver","startTime":1905.17,"endTime":1910.27,"body":"batteries, 833, megawatts. Total"},{"speaker":"John Weaver","startTime":1911.41,"endTime":1918.07,"body":"interconnection of looks like"},{"speaker":"John Weaver","startTime":1911.41,"endTime":1918.07,"body":"546 megawatts. 106 batteries, 44"},{"speaker":"John Weaver","startTime":1918.49,"endTime":1921.97,"body":"solar, big plant, lot of solar."},{"speaker":"Tim Montague","startTime":1922.03,"endTime":1924.8700000000001,"body":"Yeah. I mean, I've"},{"speaker":"Tim Montague","startTime":1922.03,"endTime":1924.8700000000001,"body":"been watching these projects,"},{"speaker":"Tim Montague","startTime":1924.8700000000001,"endTime":1929.97,"body":"and I don't chase utility"},{"speaker":"Tim Montague","startTime":1924.8700000000001,"endTime":1929.97,"body":"anything anymore. I was, at one"},{"speaker":"Tim Montague","startTime":1929.97,"endTime":1935.55,"body":"time, trying to be a utility"},{"speaker":"Tim Montague","startTime":1929.97,"endTime":1935.55,"body":"scale EPC business developer. I"},{"speaker":"Tim Montague","startTime":1935.55,"endTime":1939.81,"body":"failed miserably. But these were"},{"speaker":"Tim Montague","startTime":1935.55,"endTime":1939.81,"body":"on my radar, and they're, it's a"},{"speaker":"Tim Montague","startTime":1939.81,"endTime":1945.23,"body":"good story, you know, it's the"},{"speaker":"Tim Montague","startTime":1939.81,"endTime":1945.23,"body":"coal industry is pretty much"},{"speaker":"Tim Montague","startTime":1946.49,"endTime":1950.63,"body":"struggling because it can't"},{"speaker":"Tim Montague","startTime":1946.49,"endTime":1950.63,"body":"compete with natural gas or"},{"speaker":"Tim Montague","startTime":1950.63,"endTime":1957.3500000000001,"body":"solar, batteries and and so"},{"speaker":"Tim Montague","startTime":1950.63,"endTime":1957.3500000000001,"body":"coal, you know, coal companies"},{"speaker":"Tim Montague","startTime":1957.41,"endTime":1962.03,"body":"are coal companies are going out"},{"speaker":"Tim Montague","startTime":1957.41,"endTime":1962.03,"body":"of business, and The utilities"},{"speaker":"Tim Montague","startTime":1962.03,"endTime":1965.83,"body":"are shutting down the coal"},{"speaker":"Tim Montague","startTime":1962.03,"endTime":1965.83,"body":"plants, and it's just not"},{"speaker":"Tim Montague","startTime":1965.83,"endTime":1971.89,"body":"economic. We you know, Illinois"},{"speaker":"Tim Montague","startTime":1965.83,"endTime":1971.89,"body":"is a coal state. My grandpa ran"},{"speaker":"Tim Montague","startTime":1971.89,"endTime":1975.91,"body":"the Black Diamond in Chicago. It"},{"speaker":"Tim Montague","startTime":1971.89,"endTime":1975.91,"body":"was a coal industry magazine."},{"speaker":"Tim Montague","startTime":1975.91,"endTime":1979.8700000000001,"body":"Literally, my family was in the"},{"speaker":"Tim Montague","startTime":1975.91,"endTime":1979.8700000000001,"body":"coal industry because Illinois"},{"speaker":"Tim Montague","startTime":1979.8700000000001,"endTime":1984.27,"body":"is a coal state, and now it's a"},{"speaker":"Tim Montague","startTime":1979.8700000000001,"endTime":1984.27,"body":"solar, wind and battery state,"},{"speaker":"Tim Montague","startTime":1984.45,"endTime":1987.75,"body":"it's okay. This is, this is"},{"speaker":"Tim Montague","startTime":1984.45,"endTime":1987.75,"body":"life, right? We go through these"},{"speaker":"Tim Montague","startTime":1987.75,"endTime":1992.67,"body":"energy transitions. We used oil,"},{"speaker":"Tim Montague","startTime":1987.75,"endTime":1992.67,"body":"we used whale oil. Sorry, we"},{"speaker":"Tim Montague","startTime":1992.67,"endTime":1997.77,"body":"used wood, we use coal, we use"},{"speaker":"Tim Montague","startTime":1992.67,"endTime":1997.77,"body":"whalo, we use fossil oil. Now we"},{"speaker":"Tim Montague","startTime":1997.77,"endTime":2000.59,"body":"use wind, solar batteries. Just"},{"speaker":"Tim Montague","startTime":1997.77,"endTime":2000.59,"body":"so"},{"speaker":"John Weaver","startTime":2000.59,"endTime":2002.45,"body":"I thought, I"},{"speaker":"John Weaver","startTime":2000.59,"endTime":2002.45,"body":"thought, an interesting thing"},{"speaker":"John Weaver","startTime":2002.45,"endTime":2007.09,"body":"about this is that their their"},{"speaker":"John Weaver","startTime":2002.45,"endTime":2007.09,"body":"interconnection agreement is set"},{"speaker":"John Weaver","startTime":2007.09,"endTime":2012.67,"body":"to August of 2028 so it's still"},{"speaker":"John Weaver","startTime":2007.09,"endTime":2012.67,"body":"three plus years out. They're"},{"speaker":"John Weaver","startTime":2012.67,"endTime":2017.17,"body":"asking for the extension on that"},{"speaker":"John Weaver","startTime":2012.67,"endTime":2017.17,"body":"by two years. So they're asking"},{"speaker":"John Weaver","startTime":2017.17,"endTime":2020.71,"body":"for 2030 so it's not even like"},{"speaker":"John Weaver","startTime":2017.17,"endTime":2020.71,"body":"it's a nearby issue. They're"},{"speaker":"John Weaver","startTime":2021.01,"endTime":2023.97,"body":"saying it's they're specifically"},{"speaker":"John Weaver","startTime":2021.01,"endTime":2023.97,"body":"talking about certain breakers,"},{"speaker":"John Weaver","startTime":2024.15,"endTime":2027.03,"body":"instead of them being 12 to 18"},{"speaker":"John Weaver","startTime":2024.15,"endTime":2027.03,"body":"months. Now it's gonna take"},{"speaker":"John Weaver","startTime":2027.03,"endTime":2030.99,"body":"three plus years. So then three"},{"speaker":"John Weaver","startTime":2027.03,"endTime":2030.99,"body":"years would get you to the"},{"speaker":"John Weaver","startTime":2030.99,"endTime":2033.63,"body":"August, and then you need a"},{"speaker":"John Weaver","startTime":2030.99,"endTime":2033.63,"body":"little chance to turn that"},{"speaker":"John Weaver","startTime":2033.63,"endTime":2037.59,"body":"system on and make sure they"},{"speaker":"John Weaver","startTime":2033.63,"endTime":2037.59,"body":"work. So wow, man, that's an"},{"speaker":"John Weaver","startTime":2037.59,"endTime":2041.07,"body":"expensive breaker, and I get it."},{"speaker":"John Weaver","startTime":2037.59,"endTime":2041.07,"body":"I mean, I get it because I have"},{"speaker":"John Weaver","startTime":2041.07,"endTime":2045.95,"body":"challenges, but, uh, yes, as a"},{"speaker":"John Weaver","startTime":2041.07,"endTime":2045.95,"body":"supplier, cannot it be expected"},{"speaker":"John Weaver","startTime":2045.95,"endTime":2051.0499999999997,"body":"to deliver them until the fourth"},{"speaker":"John Weaver","startTime":2045.95,"endTime":2051.0499999999997,"body":"quarter of 2029 for one of the"},{"speaker":"John Weaver","startTime":2051.0499999999997,"endTime":2053.87,"body":"transformers. So that's still a"},{"speaker":"John Weaver","startTime":2051.0499999999997,"endTime":2053.87,"body":"fast turnaround, taking that"},{"speaker":"John Weaver","startTime":2053.87,"endTime":2056.5099999999998,"body":"transformative and flipping the"},{"speaker":"John Weaver","startTime":2053.87,"endTime":2056.5099999999998,"body":"system on. They're gonna have to"},{"speaker":"John Weaver","startTime":2056.5099999999998,"endTime":2060.29,"body":"have everything in place just"},{"speaker":"John Weaver","startTime":2056.5099999999998,"endTime":2060.29,"body":"sitting there accruing interest"},{"speaker":"John Weaver","startTime":2060.35,"endTime":2064.5699999999997,"body":"on a loan. Oh, that kind of"},{"speaker":"John Weaver","startTime":2060.35,"endTime":2064.5699999999997,"body":"hurts a little bit. So"},{"speaker":"John Weaver","startTime":2064.81,"endTime":2067.39,"body":"interesting. Man, maybe I should"},{"speaker":"John Weaver","startTime":2064.81,"endTime":2067.39,"body":"cover this. I should research a"},{"speaker":"John Weaver","startTime":2067.39,"endTime":2070.33,"body":"little bit and cover it for PV"},{"speaker":"John Weaver","startTime":2067.39,"endTime":2070.33,"body":"magazine, good source in there"},{"speaker":"John Weaver","startTime":2070.33,"endTime":2073.63,"body":"too. Yeah, that's a risk. That's"},{"speaker":"John Weaver","startTime":2070.33,"endTime":2073.63,"body":"a big risk."},{"speaker":"Tim Montague","startTime":2075.5499999999997,"endTime":2078.31,"body":"Should we talk"},{"speaker":"Tim Montague","startTime":2075.5499999999997,"endTime":2078.31,"body":"about? Longy, yeah,"},{"speaker":"John Weaver","startTime":2078.31,"endTime":2080.83,"body":"well, you know,"},{"speaker":"John Weaver","startTime":2078.31,"endTime":2080.83,"body":"it's, it's really, it's just a"},{"speaker":"John Weaver","startTime":2080.83,"endTime":2084.27,"body":"retirement of a famous person or"},{"speaker":"John Weaver","startTime":2080.83,"endTime":2084.27,"body":"a person that should be famous,"},{"speaker":"John Weaver","startTime":2084.63,"endTime":2086.0099999999998,"body":"um, Lee, Zen,"},{"speaker":"Tim Montague","startTime":2087.21,"endTime":2090.5099999999998,"body":"wow. Good job."},{"speaker":"Tim Montague","startTime":2087.21,"endTime":2090.5099999999998,"body":"Zen. Guo, I'm not sure I"},{"speaker":"John Weaver","startTime":2090.5099999999998,"endTime":2092.97,"body":"have no idea. I"},{"speaker":"John Weaver","startTime":2090.5099999999998,"endTime":2092.97,"body":"don't try to say names, man. I"},{"speaker":"John Weaver","startTime":2092.97,"endTime":2095.25,"body":"mess up everything from every"},{"speaker":"John Weaver","startTime":2092.97,"endTime":2095.25,"body":"language. It"},{"speaker":"Tim Montague","startTime":2095.37,"endTime":2098.0699999999997,"body":"doesn't matter."},{"speaker":"Tim Montague","startTime":2095.37,"endTime":2098.0699999999997,"body":"Why is he famous? He"},{"speaker":"John Weaver","startTime":2098.0699999999997,"endTime":2101.25,"body":"is the CEO of long"},{"speaker":"John Weaver","startTime":2098.0699999999997,"endTime":2101.25,"body":"G like he's the one that brought"},{"speaker":"John Weaver","startTime":2101.25,"endTime":2107.4500000000003,"body":"them from whatever to being the"},{"speaker":"John Weaver","startTime":2101.25,"endTime":2107.4500000000003,"body":"coolest. Like, if I were to buy"},{"speaker":"John Weaver","startTime":2107.4500000000003,"endTime":2109.9100000000003,"body":"some panels, it might be from"},{"speaker":"John Weaver","startTime":2107.4500000000003,"endTime":2109.9100000000003,"body":"them, like they're just up"},{"speaker":"John Weaver","startTime":2109.9100000000003,"endTime":2112.61,"body":"there. They are the third"},{"speaker":"John Weaver","startTime":2109.9100000000003,"endTime":2112.61,"body":"largest, second largest, maybe"},{"speaker":"John Weaver","startTime":2112.61,"endTime":2116.75,"body":"the largest solar company. It's"},{"speaker":"John Weaver","startTime":2112.61,"endTime":2116.75,"body":"them, it's tongway, it's Ginko."},{"speaker":"John Weaver","startTime":2117.17,"endTime":2119.9900000000002,"body":"You know, they're doing all"},{"speaker":"John Weaver","startTime":2117.17,"endTime":2119.9900000000002,"body":"kinds of super research. This"},{"speaker":"John Weaver","startTime":2119.9900000000002,"endTime":2123.8500000000004,"body":"guy's an engineer CEO, and he's"},{"speaker":"John Weaver","startTime":2119.9900000000002,"endTime":2123.8500000000004,"body":"brought the company to being,"},{"speaker":"John Weaver","startTime":2125.4700000000003,"endTime":2129.31,"body":"you know, they're, they're maybe"},{"speaker":"John Weaver","startTime":2125.4700000000003,"endTime":2129.31,"body":"as consequential. They're not as"},{"speaker":"John Weaver","startTime":2129.31,"endTime":2132.25,"body":"consequential as an oil company"},{"speaker":"John Weaver","startTime":2129.31,"endTime":2132.25,"body":"yet. But I remember reading"},{"speaker":"John Weaver","startTime":2132.25,"endTime":2135.8500000000004,"body":"something that said the amount"},{"speaker":"John Weaver","startTime":2132.25,"endTime":2135.8500000000004,"body":"of energy they now produce is"},{"speaker":"John Weaver","startTime":2135.8500000000004,"endTime":2139.63,"body":"more than oil companies with"},{"speaker":"John Weaver","startTime":2135.8500000000004,"endTime":2139.63,"body":"their hardware, and that their"},{"speaker":"John Weaver","startTime":2139.63,"endTime":2143.13,"body":"annual production is getting so"},{"speaker":"John Weaver","startTime":2139.63,"endTime":2143.13,"body":"big that it has a significant"},{"speaker":"John Weaver","startTime":2143.13,"endTime":2146.31,"body":"effect. And so I just wanted"},{"speaker":"John Weaver","startTime":2143.13,"endTime":2146.31,"body":"everybody to know that long G's"},{"speaker":"John Weaver","startTime":2146.31,"endTime":2150.7500000000005,"body":"president. He's no longer going"},{"speaker":"John Weaver","startTime":2146.31,"endTime":2150.7500000000005,"body":"to be the day to day CEO type,"},{"speaker":"John Weaver","startTime":2151.11,"endTime":2155.7300000000005,"body":"but he's going to be focusing on"},{"speaker":"John Weaver","startTime":2151.11,"endTime":2155.7300000000005,"body":"the CTO type of stuff, how to"},{"speaker":"John Weaver","startTime":2155.7300000000005,"endTime":2159.51,"body":"run the r, d, how to develop new"},{"speaker":"John Weaver","startTime":2155.7300000000005,"endTime":2159.51,"body":"projects, products. He wants to"},{"speaker":"John Weaver","startTime":2159.51,"endTime":2163.19,"body":"stay in that side of the arm."},{"speaker":"John Weaver","startTime":2159.51,"endTime":2163.19,"body":"And I also wanted to point out"},{"speaker":"John Weaver","startTime":2163.19,"endTime":2165.65,"body":"that He kind of broke my heart a"},{"speaker":"John Weaver","startTime":2163.19,"endTime":2165.65,"body":"little bit. And he said"},{"speaker":"John Weaver","startTime":2165.65,"endTime":2170.7500000000005,"body":"perovskite silicon is still an"},{"speaker":"John Weaver","startTime":2165.65,"endTime":2170.7500000000005,"body":"immature product and its"},{"speaker":"John Weaver","startTime":2170.7500000000005,"endTime":2176.21,"body":"feasibility remains technically"},{"speaker":"John Weaver","startTime":2170.7500000000005,"endTime":2176.21,"body":"unproven. Yep, and I don't like"},{"speaker":"John Weaver","startTime":2176.21,"endTime":2178.55,"body":"reality sometimes. Tim so"},{"speaker":"John Weaver","startTime":2176.21,"endTime":2178.55,"body":"whatever."},{"speaker":"Tim Montague","startTime":2179.8100000000004,"endTime":2183.13,"body":"And he also the"},{"speaker":"Tim Montague","startTime":2179.8100000000004,"endTime":2183.13,"body":"story also references back"},{"speaker":"Tim Montague","startTime":2183.13,"endTime":2192.4900000000002,"body":"contact products, yeah, as being"},{"speaker":"Tim Montague","startTime":2183.13,"endTime":2192.4900000000002,"body":"superior. So their long G is not"},{"speaker":"Tim Montague","startTime":2192.4900000000002,"endTime":2195.9700000000003,"body":"long on top con i gather, no,"},{"speaker":"John Weaver","startTime":2195.9700000000003,"endTime":2197.8900000000003,"body":"no, they're not."},{"speaker":"John Weaver","startTime":2195.9700000000003,"endTime":2197.8900000000003,"body":"They do have top con product,"},{"speaker":"John Weaver","startTime":2197.8900000000003,"endTime":2200.17,"body":"but that's not really where they"},{"speaker":"John Weaver","startTime":2197.8900000000003,"endTime":2200.17,"body":"went. They went to a back"},{"speaker":"John Weaver","startTime":2200.17,"endTime":2203.07,"body":"contact and they are the"},{"speaker":"John Weaver","startTime":2200.17,"endTime":2203.07,"body":"efficiencies are greater. Here"},{"speaker":"John Weaver","startTime":2203.07,"endTime":2207.51,"body":"the front side, they're starting"},{"speaker":"John Weaver","startTime":2203.07,"endTime":2207.51,"body":"to do by facial that that"},{"speaker":"John Weaver","startTime":2207.51,"endTime":2210.51,"body":"contact as well. They've been"},{"speaker":"John Weaver","startTime":2207.51,"endTime":2210.51,"body":"able to take the sun power"},{"speaker":"John Weaver","startTime":2210.51,"endTime":2212.8500000000004,"body":"technology that kind of"},{"speaker":"John Weaver","startTime":2210.51,"endTime":2212.8500000000004,"body":"languish, I guess, with not"},{"speaker":"John Weaver","startTime":2212.8500000000004,"endTime":2218.01,"body":"enough R D, and bring it to the"},{"speaker":"John Weaver","startTime":2212.8500000000004,"endTime":2218.01,"body":"next level. Yeah. So I'm happy,"},{"speaker":"John Weaver","startTime":2218.01,"endTime":2220.2300000000005,"body":"happy to see that having"},{"speaker":"John Weaver","startTime":2218.01,"endTime":2220.2300000000005,"body":"happened. I"},{"speaker":"Tim Montague","startTime":2221.8500000000004,"endTime":2223.9700000000003,"body":"think we have too"},{"speaker":"Tim Montague","startTime":2221.8500000000004,"endTime":2223.9700000000003,"body":"many stories here to cover. But"},{"speaker":"Tim Montague","startTime":2223.9700000000003,"endTime":2227.03,"body":"do you want to always do Tim?"},{"speaker":"Tim Montague","startTime":2223.9700000000003,"endTime":2227.03,"body":"You want to do one or two more?"},{"speaker":"Tim Montague","startTime":2227.03,"endTime":2228.11,"body":"What do you want to do? What?"},{"speaker":"John Weaver","startTime":2228.11,"endTime":2230.2700000000004,"body":"All right, let's do"},{"speaker":"John Weaver","startTime":2228.11,"endTime":2230.2700000000004,"body":"one or two. I'll do the fast."},{"speaker":"John Weaver","startTime":2230.2700000000004,"endTime":2232.9100000000003,"body":"Let's do project of the week,"},{"speaker":"John Weaver","startTime":2230.2700000000004,"endTime":2232.9100000000003,"body":"because this is an awesome"},{"speaker":"John Weaver","startTime":2233.57,"endTime":2234.65,"body":"little system. Oh,"},{"speaker":"Tim Montague","startTime":2234.65,"endTime":2236.69,"body":"I don't know if"},{"speaker":"Tim Montague","startTime":2234.65,"endTime":2236.69,"body":"I'll be able to get it, because"},{"speaker":"John Weaver","startTime":2238.19,"endTime":2239.51,"body":"this guy, we don't"},{"speaker":"John Weaver","startTime":2238.19,"endTime":2239.51,"body":"like blue sky. It"},{"speaker":"Tim Montague","startTime":2239.57,"endTime":2242.4500000000003,"body":"shows there. It"},{"speaker":"Tim Montague","startTime":2239.57,"endTime":2242.4500000000003,"body":"showed up here. All right, high"},{"speaker":"Tim Montague","startTime":2242.4500000000003,"endTime":2244.63,"body":"tech. All right, what's the"},{"speaker":"Tim Montague","startTime":2242.4500000000003,"endTime":2244.63,"body":"project?"},{"speaker":"John Weaver","startTime":2245.59,"endTime":2249.07,"body":"It's a, well, it"},{"speaker":"John Weaver","startTime":2245.59,"endTime":2249.07,"body":"says 16. It's actually 11.6"},{"speaker":"John Weaver","startTime":2249.9700000000003,"endTime":2255.4900000000002,"body":"kilowatt residential"},{"speaker":"John Weaver","startTime":2249.9700000000003,"endTime":2255.4900000000002,"body":"installation in south coast here"},{"speaker":"John Weaver","startTime":2255.4900000000002,"endTime":2258.9100000000003,"body":"of Massachusetts. And I just"},{"speaker":"John Weaver","startTime":2255.4900000000002,"endTime":2258.9100000000003,"body":"wanted to show off my little"},{"speaker":"John Weaver","startTime":2258.9100000000003,"endTime":2263.05,"body":"residential company, and just to"},{"speaker":"John Weaver","startTime":2258.9100000000003,"endTime":2263.05,"body":"clean, clean looking modules."},{"speaker":"John Weaver","startTime":2265.21,"endTime":2269.3100000000004,"body":"The just the system. It was a"},{"speaker":"John Weaver","startTime":2265.21,"endTime":2269.3100000000004,"body":"nice one. We'll get through the"},{"speaker":"John Weaver","startTime":2269.3100000000004,"endTime":2272.4300000000003,"body":"final picture. It's really cool."},{"speaker":"John Weaver","startTime":2269.3100000000004,"endTime":2272.4300000000003,"body":"But there we got a nice tie in"},{"speaker":"John Weaver","startTime":2272.4300000000003,"endTime":2276.3300000000004,"body":"the photo. Or, oh sure, we don't"},{"speaker":"John Weaver","startTime":2272.4300000000003,"endTime":2276.3300000000004,"body":"have to. Now we can see these."},{"speaker":"John Weaver","startTime":2276.3300000000004,"endTime":2278.9100000000003,"body":"These, you can click on this"},{"speaker":"John Weaver","startTime":2276.3300000000004,"endTime":2278.9100000000003,"body":"shows just some details of the"},{"speaker":"John Weaver","startTime":2278.9100000000003,"endTime":2281.61,"body":"racking. I like seeing this."},{"speaker":"John Weaver","startTime":2278.9100000000003,"endTime":2281.61,"body":"This is solar edge optimizer."},{"speaker":"John Weaver","startTime":2281.61,"endTime":2285.3500000000004,"body":"You can see the distance from"},{"speaker":"John Weaver","startTime":2281.61,"endTime":2285.3500000000004,"body":"various from our flashing feet,"},{"speaker":"John Weaver","startTime":2285.3500000000004,"endTime":2294.2900000000004,"body":"about four feet, 48 inches,"},{"speaker":"John Weaver","startTime":2285.3500000000004,"endTime":2294.2900000000004,"body":"this. This is a snap and rack."},{"speaker":"John Weaver","startTime":2294.2900000000004,"endTime":2299.09,"body":"We use snap and rack flashing."},{"speaker":"John Weaver","startTime":2294.2900000000004,"endTime":2299.09,"body":"Oh, well, no, it's a quick mount"},{"speaker":"John Weaver","startTime":2299.09,"endTime":2302.2700000000004,"body":"flashing with snap and rack. You"},{"speaker":"John Weaver","startTime":2299.09,"endTime":2302.2700000000004,"body":"could probably click on it and"},{"speaker":"John Weaver","startTime":2302.2700000000004,"endTime":2306.01,"body":"tell click on that third image."},{"speaker":"John Weaver","startTime":2302.2700000000004,"endTime":2306.01,"body":"Maybe zoom in on it, or go to"},{"speaker":"John Weaver","startTime":2306.01,"endTime":2309.8500000000004,"body":"the prior image, one to the"},{"speaker":"John Weaver","startTime":2306.01,"endTime":2309.8500000000004,"body":"left. Let's see if it, uh, you"},{"speaker":"John Weaver","startTime":2309.8500000000004,"endTime":2314.59,"body":"can't really see, but this is,"},{"speaker":"John Weaver","startTime":2309.8500000000004,"endTime":2314.59,"body":"you know, just a nice, clean"},{"speaker":"John Weaver","startTime":2314.59,"endTime":2319.15,"body":"residential system. You know,"},{"speaker":"John Weaver","startTime":2314.59,"endTime":2319.15,"body":"you can see the degrees we the"},{"speaker":"John Weaver","startTime":2319.21,"endTime":2324.09,"body":"roof is tilted at. And then the"},{"speaker":"John Weaver","startTime":2319.21,"endTime":2324.09,"body":"final picture just looks nice."},{"speaker":"John Weaver","startTime":2324.09,"endTime":2330.63,"body":"We fit up his roof really"},{"speaker":"John Weaver","startTime":2324.09,"endTime":2330.63,"body":"nicely, and the setup was just"},{"speaker":"John Weaver","startTime":2330.63,"endTime":2334.4100000000003,"body":"clean. I like the look of it"},{"speaker":"John Weaver","startTime":2330.63,"endTime":2334.4100000000003,"body":"just because the house was red"},{"speaker":"John Weaver","startTime":2334.4100000000003,"endTime":2337.59,"body":"and the tree behind it had a"},{"speaker":"John Weaver","startTime":2334.4100000000003,"endTime":2337.59,"body":"little red color, but it's just"},{"speaker":"John Weaver","startTime":2337.59,"endTime":2341.7900000000004,"body":"a nice clean, yeah, South"},{"speaker":"John Weaver","startTime":2337.59,"endTime":2341.7900000000004,"body":"looking system. Our pricing is"},{"speaker":"John Weaver","startTime":2341.7900000000004,"endTime":2345.2300000000005,"body":"in the mid to upper twos right"},{"speaker":"John Weaver","startTime":2341.7900000000004,"endTime":2345.2300000000005,"body":"now, but we're getting a little"},{"speaker":"John Weaver","startTime":2345.2300000000005,"endTime":2347.03,"body":"bit better and a little tighter."},{"speaker":"John Weaver","startTime":2345.2300000000005,"endTime":2347.03,"body":"Yeah, we're"},{"speaker":"Tim Montague","startTime":2347.09,"endTime":2349.9700000000003,"body":"$3 resi solar in"},{"speaker":"Tim Montague","startTime":2347.09,"endTime":2349.9700000000003,"body":"Massachusetts. Where is this?"},{"speaker":"Tim Montague","startTime":2349.9700000000003,"endTime":2351.4700000000003,"body":"Rhode Island? No"},{"speaker":"John Weaver","startTime":2351.4700000000003,"endTime":2353.8100000000004,"body":"mass. We're all"},{"speaker":"John Weaver","startTime":2351.4700000000003,"endTime":2353.8100000000004,"body":"mass. South Coast, definitely,"},{"speaker":"John Weaver","startTime":2354.2300000000005,"endTime":2357.8300000000004,"body":"definitely under three bucks."},{"speaker":"John Weaver","startTime":2354.2300000000005,"endTime":2357.8300000000004,"body":"All of our proposals, unless you"},{"speaker":"John Weaver","startTime":2357.8300000000004,"endTime":2363.2500000000005,"body":"have a premium module and en"},{"speaker":"John Weaver","startTime":2357.8300000000004,"endTime":2363.2500000000005,"body":"phase, we're holding them below"},{"speaker":"John Weaver","startTime":2363.2500000000005,"endTime":2366.4300000000003,"body":"three. So that's a project of"},{"speaker":"John Weaver","startTime":2363.2500000000005,"endTime":2366.4300000000003,"body":"the week. So I liked it. It's"},{"speaker":"John Weaver","startTime":2366.4300000000003,"endTime":2368.71,"body":"just kind of interesting to"},{"speaker":"John Weaver","startTime":2366.4300000000003,"endTime":2368.71,"body":"learn getting a little we're"},{"speaker":"John Weaver","startTime":2368.71,"endTime":2371.17,"body":"getting a little better as a"},{"speaker":"John Weaver","startTime":2368.71,"endTime":2371.17,"body":"team, moving through residential"},{"speaker":"John Weaver","startTime":2371.17,"endTime":2376.09,"body":"as we relaunch whaling city, and"},{"speaker":"John Weaver","startTime":2371.17,"endTime":2376.09,"body":"it's kind of nice. So we get in"},{"speaker":"John Weaver","startTime":2376.09,"endTime":2379.51,"body":"a sad note, or we could end on"},{"speaker":"John Weaver","startTime":2376.09,"endTime":2379.51,"body":"that beautiful note we get. We"},{"speaker":"John Weaver","startTime":2379.51,"endTime":2384.3300000000004,"body":"could end on a happy technology"},{"speaker":"John Weaver","startTime":2379.51,"endTime":2384.3300000000004,"body":"note, a sad note, you're talking"},{"speaker":"Tim Montague","startTime":2384.3300000000004,"endTime":2385.4100000000003,"body":"about Meyer"},{"speaker":"Tim Montague","startTime":2384.3300000000004,"endTime":2385.4100000000003,"body":"burger,"},{"speaker":"John Weaver","startTime":2386.13,"endTime":2389.19,"body":"damn it. Tim, you"},{"speaker":"John Weaver","startTime":2386.13,"endTime":2389.19,"body":"brought it up. Well, we've,"},{"speaker":"John Weaver","startTime":2389.2500000000005,"endTime":2389.9700000000003,"body":"we've always"},{"speaker":"Tim Montague","startTime":2389.9700000000003,"endTime":2393.8700000000003,"body":"been fanboys of"},{"speaker":"Tim Montague","startTime":2389.9700000000003,"endTime":2393.8700000000003,"body":"Meyer burger. No, I don't, I"},{"speaker":"Tim Montague","startTime":2393.8700000000003,"endTime":2396.2700000000004,"body":"don't think it's the end of"},{"speaker":"Tim Montague","startTime":2393.8700000000003,"endTime":2396.2700000000004,"body":"Meyer burger in the US, but"},{"speaker":"Tim Montague","startTime":2396.2700000000004,"endTime":2399.03,"body":"it's, it's, it's, it is a sad"},{"speaker":"Tim Montague","startTime":2396.2700000000004,"endTime":2399.03,"body":"day. They announced that they're"},{"speaker":"Tim Montague","startTime":2399.03,"endTime":2401.8500000000004,"body":"going to close their solar panel"},{"speaker":"Tim Montague","startTime":2399.03,"endTime":2401.8500000000004,"body":"factory in the US. You"},{"speaker":"John Weaver","startTime":2403.65,"endTime":2405.8900000000003,"body":"want to go take it"},{"speaker":"John Weaver","startTime":2403.65,"endTime":2405.8900000000003,"body":"over, Tim, maybe they'll let us"},{"speaker":"John Weaver","startTime":2405.8900000000003,"endTime":2408.8900000000003,"body":"do it. Yeah, right. I mean,"},{"speaker":"John Weaver","startTime":2405.8900000000003,"endTime":2408.8900000000003,"body":"they, they got Meyer burger"},{"speaker":"John Weaver","startTime":2408.8900000000003,"endTime":2414.65,"body":"hardware there for make first"},{"speaker":"John Weaver","startTime":2408.8900000000003,"endTime":2414.65,"body":"assembly modules. We got trained"},{"speaker":"John Weaver","startTime":2414.65,"endTime":2418.2500000000005,"body":"staff. They've been deploying"},{"speaker":"John Weaver","startTime":2414.65,"endTime":2418.2500000000005,"body":"some modules, I believe, got 100"},{"speaker":"John Weaver","startTime":2420.05,"endTime":2420.8900000000003,"body":"million bucks."},{"speaker":"Tim Montague","startTime":2424.82,"endTime":2430.61,"body":"Yeah, right. And"},{"speaker":"Tim Montague","startTime":2424.82,"endTime":2430.61,"body":"no, yeah, it's, I mean, it's, it"},{"speaker":"Tim Montague","startTime":2430.61,"endTime":2433.3100000000004,"body":"is sad to think about all the"},{"speaker":"Tim Montague","startTime":2430.61,"endTime":2433.3100000000004,"body":"money that's getting invested in"},{"speaker":"Tim Montague","startTime":2433.3100000000004,"endTime":2436.01,"body":"the United States, in the solar"},{"speaker":"Tim Montague","startTime":2433.3100000000004,"endTime":2436.01,"body":"panel factories, battery"},{"speaker":"Tim Montague","startTime":2436.01,"endTime":2439.94,"body":"factories, and a lot of it may"},{"speaker":"Tim Montague","startTime":2436.01,"endTime":2439.94,"body":"not see the light of day, or may"},{"speaker":"Tim Montague","startTime":2439.94,"endTime":2444.8300000000004,"body":"get shut down after it's"},{"speaker":"Tim Montague","startTime":2439.94,"endTime":2444.8300000000004,"body":"producing, yeah, because"},{"speaker":"Tim Montague","startTime":2446.0600000000004,"endTime":2451.5200000000004,"body":"Congress kills the IRA. I mean,"},{"speaker":"Tim Montague","startTime":2446.0600000000004,"endTime":2451.5200000000004,"body":"it's very good industrial"},{"speaker":"Tim Montague","startTime":2451.5200000000004,"endTime":2457.76,"body":"policy. We want manufacturing"},{"speaker":"Tim Montague","startTime":2451.5200000000004,"endTime":2457.76,"body":"back, and the solar and storage"},{"speaker":"Tim Montague","startTime":2457.76,"endTime":2462.6800000000003,"body":"industries are a way to get"},{"speaker":"Tim Montague","startTime":2457.76,"endTime":2462.6800000000003,"body":"manufacturing back in the US. I"},{"speaker":"Tim Montague","startTime":2462.6800000000003,"endTime":2469.55,"body":"don't, I don't understand that."},{"speaker":"Tim Montague","startTime":2462.6800000000003,"endTime":2469.55,"body":"It boggles the mind. So we'll"},{"speaker":"Tim Montague","startTime":2469.55,"endTime":2473.5400000000004,"body":"be, we'll be back with our live"},{"speaker":"Tim Montague","startTime":2469.55,"endTime":2473.5400000000004,"body":"news roundup on the 13th of"},{"speaker":"Tim Montague","startTime":2473.5400000000004,"endTime":2478.0400000000004,"body":"June. Mid June. It's, it's"},{"speaker":"Tim Montague","startTime":2473.5400000000004,"endTime":2478.0400000000004,"body":"starting to be middle of summer."},{"speaker":"Tim Montague","startTime":2480.44,"endTime":2485.0600000000004,"body":"And with that, I want to say,"},{"speaker":"Tim Montague","startTime":2480.44,"endTime":2485.0600000000004,"body":"check out all of our content at"},{"speaker":"Tim Montague","startTime":2485.0600000000004,"endTime":2490.1000000000004,"body":"cleanpowerhour.com Tell a friend"},{"speaker":"Tim Montague","startTime":2485.0600000000004,"endTime":2490.1000000000004,"body":"about the show. By all means,"},{"speaker":"Tim Montague","startTime":2490.13,"endTime":2493.13,"body":"there are so few people, in the"},{"speaker":"Tim Montague","startTime":2490.13,"endTime":2493.13,"body":"greater scheme of things, who"},{"speaker":"Tim Montague","startTime":2493.13,"endTime":2496.82,"body":"know the Clean Power Hour"},{"speaker":"Tim Montague","startTime":2493.13,"endTime":2496.82,"body":"exists. So tell a friend. Oh, we"},{"speaker":"Tim Montague","startTime":2496.82,"endTime":2499.46,"body":"now have merch on our website."},{"speaker":"Tim Montague","startTime":2496.82,"endTime":2499.46,"body":"So if you go to"},{"speaker":"Tim Montague","startTime":2499.46,"endTime":2503.2400000000002,"body":"cleanpowerhour.com you can go to"},{"speaker":"Tim Montague","startTime":2499.46,"endTime":2503.2400000000002,"body":"a shop or. Link, you can get a"},{"speaker":"Tim Montague","startTime":2503.2400000000002,"endTime":2511.07,"body":"nice Nike polo, all kinds of"},{"speaker":"Tim Montague","startTime":2503.2400000000002,"endTime":2511.07,"body":"shirts, hats, jackets, bags with"},{"speaker":"Tim Montague","startTime":2511.07,"endTime":2514.46,"body":"a clean power hour logo. How can"},{"speaker":"Tim Montague","startTime":2511.07,"endTime":2514.46,"body":"I listeners find you? John"},{"speaker":"John Weaver","startTime":2516.11,"endTime":2518.4500000000003,"body":"commercialguy.com,"},{"speaker":"John Weaver","startTime":2516.11,"endTime":2518.4500000000003,"body":"that's our main website. That's"},{"speaker":"John Weaver","startTime":2518.4500000000003,"endTime":2525.65,"body":"where all the good stuff mostly"},{"speaker":"John Weaver","startTime":2518.4500000000003,"endTime":2525.65,"body":"gets shared. Then there's our"},{"speaker":"John Weaver","startTime":2525.65,"endTime":2529.5200000000004,"body":"cell phone numbers, which you"},{"speaker":"John Weaver","startTime":2525.65,"endTime":2529.5200000000004,"body":"can call us any time of the day,"},{"speaker":"John Weaver","startTime":2530.21,"endTime":2532.4,"body":"because we like to hang out"},{"speaker":"John Weaver","startTime":2530.21,"endTime":2532.4,"body":"listen to our cell phones"},{"speaker":"John Weaver","startTime":2532.4,"endTime":2536.8700000000003,"body":"constantly. Yeah, you know, I'm"},{"speaker":"John Weaver","startTime":2532.4,"endTime":2536.8700000000003,"body":"on blue sky all the time on"},{"speaker":"John Weaver","startTime":2536.8700000000003,"endTime":2539.6000000000004,"body":"LinkedIn. You know, we have an"},{"speaker":"John Weaver","startTime":2536.8700000000003,"endTime":2539.6000000000004,"body":"office in New Bedford,"},{"speaker":"John Weaver","startTime":2540.44,"endTime":2543.5000000000005,"body":"commercialsolarguy.com, that's"},{"speaker":"John Weaver","startTime":2540.44,"endTime":2543.5000000000005,"body":"the easiest, easiest, quickest"},{"speaker":"John Weaver","startTime":2543.5000000000005,"endTime":2545.96,"body":"place. I'm John at"},{"speaker":"John Weaver","startTime":2543.5000000000005,"endTime":2545.96,"body":"commercialsolarguy.com"},{"speaker":"Tim Montague","startTime":2546.55,"endTime":2547.7500000000005,"body":"There you go. And"},{"speaker":"John Weaver","startTime":2548.3500000000004,"endTime":2550.8100000000004,"body":"you know, that's"},{"speaker":"John Weaver","startTime":2548.3500000000004,"endTime":2550.8100000000004,"body":"it. So we like to build stuff."},{"speaker":"John Weaver","startTime":2550.8100000000004,"endTime":2555.19,"body":"It's really nice. We like to"},{"speaker":"John Weaver","startTime":2550.8100000000004,"endTime":2555.19,"body":"build solar carports where we"},{"speaker":"John Weaver","startTime":2555.19,"endTime":2559.3900000000003,"body":"just know the process, you know,"},{"speaker":"John Weaver","startTime":2555.19,"endTime":2559.3900000000003,"body":"pieces of it, big pieces of it."},{"speaker":"John Weaver","startTime":2559.3900000000003,"endTime":2559.8100000000004,"body":"So,"},{"speaker":"Tim Montague","startTime":2560.59,"endTime":2562.51,"body":"all right, we'll"},{"speaker":"Tim Montague","startTime":2560.59,"endTime":2562.51,"body":"see you in two weeks. I'm Tim"},{"speaker":"Tim Montague","startTime":2562.51,"endTime":2565.8900000000003,"body":"Montague, let's grow solar and"},{"speaker":"Tim Montague","startTime":2562.51,"endTime":2565.8900000000003,"body":"storage. Take care. John Yep."}]}