{"version":"1.0.0","segments":[{"startTime":2.916,"endTime":3.75,"body":"Welcome everyone, to the"},{"startTime":3.75,"endTime":7.375,"body":"latest edition"},{"startTime":3.75,"endTime":7.375,"body":"of the reimagined Mobility Podcast series."},{"startTime":7.416,"endTime":11.208,"body":"I'm here with Nick Tumilowicz from an area"},{"startTime":11.208,"endTime":14.208,"body":"that we haven't really talked"},{"startTime":11.208,"endTime":14.208,"body":"much about it in the mobility space,"},{"startTime":14.208,"endTime":17.333,"body":"but certainly very critical,"},{"startTime":14.208,"endTime":17.333,"body":"which is the energy space."},{"startTime":17.5,"endTime":21.333,"body":"So Nick will really highlight"},{"startTime":17.5,"endTime":21.333,"body":"what's going on in that space."},{"startTime":21.333,"endTime":25.541,"body":"And how is that helping us"},{"startTime":21.333,"endTime":25.541,"body":"as we talk mobility in the broader sense,"},{"startTime":25.875,"endTime":27.791,"body":"reimagine it as we go forward."},{"startTime":27.791,"endTime":30.166,"body":"So Nick, thank you so much for joining us."},{"startTime":30.166,"endTime":34.083,"body":"Maybe to start out with give a little bit"},{"startTime":30.166,"endTime":34.083,"body":"of your background and then by all means,"},{"startTime":34.083,"endTime":37.083,"body":"please talk about what"},{"startTime":34.083,"endTime":37.083,"body":"you and your company are doing today."},{"startTime":37.083,"endTime":40.083,"body":"And then we jump in together"},{"startTime":37.083,"endTime":40.083,"body":"and reimagine mobility."},{"startTime":40.125,"endTime":40.791,"body":"Sounds good."},{"startTime":40.791,"endTime":42.083,"body":"Well, I appreciate you having me."},{"startTime":42.083,"endTime":45.083,"body":"Stephan and, team at the AVL, group."},{"startTime":45.208,"endTime":46.791,"body":"My name is Nick Tumilowicz"},{"startTime":46.791,"endTime":51.208,"body":"director of products"},{"startTime":46.791,"endTime":51.208,"body":"focused on distributed energy management."},{"startTime":51.333,"endTime":54.833,"body":"And so this is, within the outcomes"},{"startTime":51.333,"endTime":54.833,"body":"group at Itron."},{"startTime":54.833,"endTime":59.875,"body":"And Itron maybe for those in the audience"},{"startTime":54.833,"endTime":59.875,"body":"that, do or don't know,"},{"startTime":59.875,"endTime":63.416,"body":"is that oftentimes"},{"startTime":59.875,"endTime":63.416,"body":"known as a 40 year old metering company?"},{"startTime":63.625,"endTime":68.041,"body":"electric meters, gas meters, water"},{"startTime":63.625,"endTime":68.041,"body":"meters, to enable that,"},{"startTime":68.041,"endTime":71.583,"body":"for the past 40 years,"},{"startTime":68.041,"endTime":71.583,"body":"we've also built networks on top of them."},{"startTime":72.0,"endTime":75.708,"body":"so that could be sub one gigahertz"},{"startTime":72.0,"endTime":75.708,"body":"type mesh networks"},{"startTime":75.708,"endTime":77.708,"body":"to communicate with all those devices."},{"startTime":77.708,"endTime":81.833,"body":"And so we deploy at cities, and utilities"},{"startTime":77.708,"endTime":81.833,"body":"all across the globe."},{"startTime":81.958,"endTime":85.666,"body":"So we're, doing business across"},{"startTime":81.958,"endTime":85.666,"body":"100 countries today."},{"startTime":85.666,"endTime":87.916,"body":"We have 8000 customers."},{"startTime":87.916,"endTime":92.083,"body":"We have 200 million endpoints"},{"startTime":87.916,"endTime":92.083,"body":"communicating to, back"},{"startTime":92.083,"endTime":97.208,"body":"end systems, where we provide analytics"},{"startTime":92.083,"endTime":97.208,"body":"to really help facilitate"},{"startTime":97.208,"endTime":101.291,"body":"this whole energy transition"},{"startTime":97.208,"endTime":101.291,"body":"that we're all undergoing and discussing."},{"startTime":101.666,"endTime":104.5,"body":"in the energy business"},{"startTime":101.666,"endTime":104.5,"body":"on a, on a daily basis."},{"startTime":104.5,"endTime":107.625,"body":"Now, my role in the last 25 years, within"},{"startTime":107.625,"endTime":112.916,"body":"that context is"},{"startTime":107.625,"endTime":112.916,"body":"how do we leverage all of this investment"},{"startTime":113.166,"endTime":117.5,"body":"that's been deployed, all the metrology,"},{"startTime":113.166,"endTime":117.5,"body":"all the telemetry communicating"},{"startTime":117.625,"endTime":122.208,"body":"to enable us as consumers"},{"startTime":117.625,"endTime":122.208,"body":"to be able to adopt"},{"startTime":122.208,"endTime":125.708,"body":"whatever it is that we want to adopt,"},{"startTime":122.208,"endTime":125.708,"body":"to be able to participate"},{"startTime":126.125,"endTime":130.0,"body":"and to help the grid"},{"startTime":126.125,"endTime":130.0,"body":"be a good grid citizen as opposed to,"},{"startTime":130.166,"endTime":134.208,"body":"doing what we have been doing 20,"},{"startTime":130.166,"endTime":134.208,"body":"30 years ago as kind of fighting the grid."},{"startTime":134.416,"endTime":139.125,"body":"So how do we become a part, work together,"},{"startTime":134.416,"endTime":139.125,"body":"design and develop programs?"},{"startTime":139.333,"endTime":140.25,"body":"So that way."},{"startTime":140.25,"endTime":143.25,"body":"So the fun you can install"},{"startTime":140.25,"endTime":143.25,"body":"however much solar you'd like."},{"startTime":143.25,"endTime":146.5,"body":"I can, purchase"},{"startTime":143.25,"endTime":146.5,"body":"as many EVs as I would like,"},{"startTime":146.666,"endTime":150.958,"body":"and maybe things like battery energy"},{"startTime":146.666,"endTime":150.958,"body":"storage, thermostats and hot"},{"startTime":150.958,"endTime":155.708,"body":"water heaters and cool pumps"},{"startTime":150.958,"endTime":155.708,"body":"can all be a part of these resources."},{"startTime":156.416,"endTime":160.166,"body":"that Itron is really helping"},{"startTime":156.416,"endTime":160.166,"body":"provide access to"},{"startTime":160.333,"endTime":164.458,"body":"to incentivize and motivate customers"},{"startTime":160.333,"endTime":164.458,"body":"to help utilities do things"},{"startTime":164.583,"endTime":167.708,"body":"bigger, better, and more cost"},{"startTime":164.583,"endTime":167.708,"body":"effectively over time."},{"startTime":167.875,"endTime":168.666,"body":"Interesting."},{"startTime":168.666,"endTime":170.833,"body":"So really,"},{"startTime":168.666,"endTime":170.833,"body":"then we can also say you're really heavily"},{"startTime":170.833,"endTime":174.875,"body":"into the decarbonization"},{"startTime":170.833,"endTime":174.875,"body":"of the of the energy space, right."},{"startTime":174.875,"endTime":178.208,"body":"Or the energy"},{"startTime":174.875,"endTime":178.208,"body":"solution, energy creation, etc.."},{"startTime":178.416,"endTime":184.041,"body":"And then with your company's view on"},{"startTime":178.416,"endTime":184.041,"body":"how do we really connect to the grid,"},{"startTime":184.041,"endTime":187.875,"body":"connect all the meters, get all this,"},{"startTime":184.041,"endTime":187.875,"body":"this whole ecosystem"},{"startTime":187.875,"endTime":190.208,"body":"sort of brought together. What are it,"},{"startTime":187.875,"endTime":190.208,"body":"what is it?"},{"startTime":190.208,"endTime":193.875,"body":"And then as it relates"},{"startTime":190.208,"endTime":193.875,"body":"to the future of mobility"},{"startTime":193.875,"endTime":197.75,"body":"or again reimagined mobility,"},{"startTime":193.875,"endTime":197.75,"body":"what do you see happening next?"},{"startTime":197.75,"endTime":198.0,"body":"Right."},{"startTime":198.0,"endTime":201.333,"body":"I mean, we see all sorts"},{"startTime":198.0,"endTime":201.333,"body":"of different things from generating"},{"startTime":201.333,"endTime":204.916,"body":"wind energy, generating, clean"},{"startTime":205.166,"endTime":208.916,"body":"hydrogen"},{"startTime":205.166,"endTime":208.916,"body":"to use that for energy generation,"},{"startTime":208.958,"endTime":214.791,"body":"not only in vehicles, but in, in backup"},{"startTime":208.958,"endTime":214.791,"body":"generators for critical IT infrastructure."},{"startTime":214.791,"endTime":216.541,"body":"You mentioned everything"},{"startTime":214.791,"endTime":216.541,"body":"goes to the cloud."},{"startTime":216.541,"endTime":219.5,"body":"Data is analyzed. So using AI."},{"startTime":219.5,"endTime":222.333,"body":"So you need more horsepower"},{"startTime":219.5,"endTime":222.333,"body":"there more power."},{"startTime":222.333,"endTime":225.708,"body":"Again"},{"startTime":222.333,"endTime":225.708,"body":"how is it that you guys see the future"},{"startTime":225.708,"endTime":228.708,"body":"of mobility playing out in your space."},{"startTime":228.708,"endTime":229.458,"body":"Sure. Yeah."},{"startTime":229.458,"endTime":234.0,"body":"So I mean mobility has been"},{"startTime":229.458,"endTime":234.0,"body":"through its journey over the past,"},{"startTime":234.0,"endTime":235.833,"body":"you know, a couple hundred years,"},{"startTime":234.0,"endTime":235.833,"body":"it's gone"},{"startTime":235.833,"endTime":239.125,"body":"through some pretty significant"},{"startTime":235.833,"endTime":239.125,"body":"challenges, and evolutions."},{"startTime":239.125,"endTime":243.75,"body":"And it always takes some time for,"},{"startTime":239.125,"endTime":243.75,"body":"society to really be able"},{"startTime":243.75,"endTime":249.083,"body":"to accommodate from horse and buggy"},{"startTime":243.75,"endTime":249.083,"body":"to our first foray in the early 1900s"},{"startTime":249.083,"endTime":252.875,"body":"with electric transportation,"},{"startTime":249.083,"endTime":252.875,"body":"which then turned to combustion,"},{"startTime":253.208,"endTime":257.5,"body":"which now has another go"},{"startTime":253.208,"endTime":257.5,"body":"round, of of of electric transportation."},{"startTime":257.5,"endTime":262.041,"body":"And everybody, you know, these days,"},{"startTime":257.5,"endTime":262.041,"body":"has an opinion about where that's going."},{"startTime":262.041,"endTime":265.208,"body":"Is it going to be the hockey stick"},{"startTime":262.041,"endTime":265.208,"body":"that we would expect?"},{"startTime":265.333,"endTime":270.291,"body":"But what we see in the industry,"},{"startTime":265.333,"endTime":270.291,"body":"if we just kind of widen our lens a bit,"},{"startTime":270.291,"endTime":274.375,"body":"is that these things always take time"},{"startTime":270.291,"endTime":274.375,"body":"to get from the horse"},{"startTime":274.375,"endTime":279.041,"body":"and buggy to the combustion engine to"},{"startTime":274.375,"endTime":279.041,"body":"to really have confidence in the 12 volt,"},{"startTime":279.041,"endTime":282.083,"body":"let us that battery"},{"startTime":279.041,"endTime":282.083,"body":"that was going to be able to need to get"},{"startTime":282.083,"endTime":285.083,"body":"that combustion"},{"startTime":282.083,"endTime":285.083,"body":"engine to work, that really took time."},{"startTime":285.083,"endTime":288.75,"body":"And now we see, since,"},{"startTime":285.083,"endTime":288.75,"body":"you know, whatever it's been the past"},{"startTime":288.75,"endTime":291.833,"body":"25 years, as long as I've been"},{"startTime":288.75,"endTime":291.833,"body":"in this energy business,"},{"startTime":291.958,"endTime":295.625,"body":"is, is, transportation"},{"startTime":291.958,"endTime":295.625,"body":"starting to really mature?"},{"startTime":295.666,"endTime":297.583,"body":"You know, that whole technology readiness"},{"startTime":297.583,"endTime":301.5,"body":"level was very early Pre-Commercial days,"},{"startTime":297.583,"endTime":301.5,"body":"25 years ago."},{"startTime":301.666,"endTime":305.791,"body":"And now we start to see as as"},{"startTime":301.666,"endTime":305.791,"body":"you can tell, every automated,"},{"startTime":305.958,"endTime":308.916,"body":"we auto OEM is really participating."},{"startTime":308.916,"endTime":314.583,"body":"So the future I think that that we see"},{"startTime":308.916,"endTime":314.583,"body":"is that there is no silver bullet."},{"startTime":314.75,"endTime":321.125,"body":"there's going to be, a, a a varied,"},{"startTime":314.75,"endTime":321.125,"body":"amount of different types of technologies."},{"startTime":321.25,"endTime":323.791,"body":"Hydrogen is certainly the component."},{"startTime":323.791,"endTime":328.083,"body":"There, plug in hybrid electric vehicles"},{"startTime":323.791,"endTime":328.083,"body":"that still uses combustion"},{"startTime":328.083,"endTime":333.583,"body":"and, and battery technology"},{"startTime":328.083,"endTime":333.583,"body":"and then pure battery electric vehicles."},{"startTime":333.75,"endTime":338.041,"body":"that's just on the, the light duty, medium"},{"startTime":333.75,"endTime":338.041,"body":"duty and heavy duty type of vehicles"},{"startTime":338.041,"endTime":339.416,"body":"we're talking about today."},{"startTime":339.416,"endTime":343.125,"body":"But we don't want to forget"},{"startTime":339.416,"endTime":343.125,"body":"about how Europe, as an example,"},{"startTime":343.125,"endTime":346.666,"body":"has really electrified their,"},{"startTime":343.125,"endTime":346.666,"body":"locomotives and trains."},{"startTime":346.791,"endTime":348.25,"body":"we're doing a similar thing."},{"startTime":348.25,"endTime":351.625,"body":"We're making an attempt in North America"},{"startTime":348.25,"endTime":351.625,"body":"to do something very similar."},{"startTime":351.791,"endTime":355.625,"body":"The one thing that's clear"},{"startTime":351.791,"endTime":355.625,"body":"is that whether it's mobility"},{"startTime":355.75,"endTime":358.833,"body":"or it's the homes"},{"startTime":355.75,"endTime":358.833,"body":"that we're all communicating from,"},{"startTime":358.958,"endTime":363.75,"body":"everything is really starting to to shift"},{"startTime":358.958,"endTime":363.75,"body":"and pivot towards electrification."},{"startTime":363.916,"endTime":367.958,"body":"So it could be, you know,"},{"startTime":363.916,"endTime":367.958,"body":"my wife would like to remove the gas,"},{"startTime":368.125,"endTime":374.333,"body":"dryer, and transition that to a,"},{"startTime":368.125,"endTime":374.333,"body":"to a 240 volt, type of device or,"},{"startTime":374.541,"endTime":379.75,"body":"replacing my old gas stove with induction"},{"startTime":374.541,"endTime":379.75,"body":"because of air quality considerations."},{"startTime":380.0,"endTime":384.208,"body":"And so what that all does when we see"},{"startTime":380.0,"endTime":384.208,"body":"all this electrification coming into play,"},{"startTime":384.375,"endTime":387.375,"body":"coupled"},{"startTime":384.375,"endTime":387.375,"body":"with the driver of decarbonization,"},{"startTime":387.5,"endTime":389.625,"body":"and there are some utilities"},{"startTime":387.5,"endTime":389.625,"body":"that we're working with today"},{"startTime":389.625,"endTime":393.333,"body":"that actually have only six years"},{"startTime":389.625,"endTime":393.333,"body":"to go to not get to net zero"},{"startTime":393.416,"endTime":396.541,"body":"across their millions of end users,"},{"startTime":396.708,"endTime":400.291,"body":"but they have to get to 100% clean"},{"startTime":396.708,"endTime":400.291,"body":"and renewable energy."},{"startTime":400.291,"endTime":404.041,"body":"And and Itron to it's really trying"},{"startTime":400.291,"endTime":404.041,"body":"to help say, okay, from a generation"},{"startTime":404.041,"endTime":407.791,"body":"perspective, all the way down"},{"startTime":404.041,"endTime":407.791,"body":"to transmission, distribution"},{"startTime":407.791,"endTime":411.666,"body":"and to consumption at the edge Itron to"},{"startTime":407.791,"endTime":411.666,"body":"is really trying to help"},{"startTime":411.833,"endTime":416.916,"body":"solve the problem at the root, to say,"},{"startTime":411.833,"endTime":416.916,"body":"I will manage my EV and will do it"},{"startTime":416.916,"endTime":421.041,"body":"in an autonomous way"},{"startTime":416.916,"endTime":421.041,"body":"in order to save me money as a consumer"},{"startTime":421.208,"endTime":425.416,"body":"and to to help, overall reduce the costs"},{"startTime":421.208,"endTime":425.416,"body":"and to increase"},{"startTime":425.416,"endTime":428.75,"body":"operation efficiencies"},{"startTime":425.416,"endTime":428.75,"body":"at the utility distribution side."},{"startTime":428.916,"endTime":429.875,"body":"Interesting."},{"startTime":429.875,"endTime":434.416,"body":"So you made an interesting point when we"},{"startTime":429.875,"endTime":434.416,"body":"when we change systems in anything."},{"startTime":434.416,"endTime":434.666,"body":"Right."},{"startTime":434.666,"endTime":439.041,"body":"Is that is that we moved from landlines"},{"startTime":434.666,"endTime":439.041,"body":"to, to cell phones."},{"startTime":439.041,"endTime":443.041,"body":"We moved from gasoline powered vehicles"},{"startTime":439.041,"endTime":443.041,"body":"to electric vehicles."},{"startTime":443.041,"endTime":444.166,"body":"We want it now."},{"startTime":444.166,"endTime":448.375,"body":"Now more than ever, probably in the last"},{"startTime":444.166,"endTime":448.375,"body":"100 or 200 years of of transportation."},{"startTime":448.375,"endTime":450.375,"body":"We wanted faster and faster, right."},{"startTime":450.375,"endTime":454.291,"body":"So and you just mentioned"},{"startTime":450.375,"endTime":454.291,"body":"you guys are trying to help"},{"startTime":454.291,"endTime":457.916,"body":"make that transition happen,"},{"startTime":454.291,"endTime":457.916,"body":"trying to educate not only the,"},{"startTime":458.0,"endTime":461.041,"body":"the mobility consumers"},{"startTime":458.0,"endTime":461.041,"body":"or the power consumers,"},{"startTime":461.041,"endTime":465.5,"body":"but also those that generate"},{"startTime":461.041,"endTime":465.5,"body":"and provide the power on how to do this."},{"startTime":465.875,"endTime":471.0,"body":"So is one thing really teaching,"},{"startTime":465.875,"endTime":471.0,"body":"the public, teaching all the consumers"},{"startTime":471.0,"endTime":474.041,"body":"of not only mobility,"},{"startTime":471.0,"endTime":474.041,"body":"but in general of power,"},{"startTime":474.041,"endTime":478.291,"body":"so to speak, of energy, that it just takes"},{"startTime":474.041,"endTime":478.291,"body":"a little bit longer or what"},{"startTime":478.291,"endTime":481.791,"body":"I need to be more patient"},{"startTime":478.291,"endTime":481.791,"body":"as we kind of become more and more of,"},{"startTime":481.958,"endTime":486.083,"body":"less patient society,"},{"startTime":481.958,"endTime":486.083,"body":"I think globally or are there still more"},{"startTime":486.083,"endTime":491.291,"body":"technical hurdles involved, similar"},{"startTime":486.083,"endTime":491.291,"body":"to what we have with EVs, with batteries"},{"startTime":491.291,"endTime":495.291,"body":"challenges, range challenges,"},{"startTime":491.291,"endTime":495.291,"body":"infrastructure challenges, etc.?"},{"startTime":495.458,"endTime":497.708,"body":"Would be interesting"},{"startTime":495.458,"endTime":497.708,"body":"to see your perspective on the."},{"startTime":497.708,"endTime":500.166,"body":"Yeah, yeah,"},{"startTime":497.708,"endTime":500.166,"body":"I think there's a couple things in there."},{"startTime":500.166,"endTime":503.166,"body":"one thing is that, yes,"},{"startTime":500.166,"endTime":503.166,"body":"it's always good to educate"},{"startTime":503.166,"endTime":506.291,"body":"the consumer base,"},{"startTime":503.166,"endTime":506.291,"body":"especially since we're moving so fast."},{"startTime":506.291,"endTime":507.5,"body":"you know, I have"},{"startTime":507.5,"endTime":508.541,"body":"I have a 20 year old"},{"startTime":508.541,"endTime":511.625,"body":"and I have a five year old,"},{"startTime":508.541,"endTime":511.625,"body":"and they're both on different journeys"},{"startTime":511.625,"endTime":515.583,"body":"in terms of what they were faced with"},{"startTime":511.625,"endTime":515.583,"body":"and their technology adoption."},{"startTime":515.833,"endTime":518.833,"body":"and that's"},{"startTime":515.833,"endTime":518.833,"body":"that's only a 15 year difference."},{"startTime":518.916,"endTime":523.875,"body":"So we're starting to see this acceleration"},{"startTime":518.916,"endTime":523.875,"body":"and compression on how consumers"},{"startTime":524.041,"endTime":528.416,"body":"need to get on board"},{"startTime":524.041,"endTime":528.416,"body":"and moves with new technology,"},{"startTime":528.416,"endTime":531.5,"body":"whether it's cloud,"},{"startTime":528.416,"endTime":531.5,"body":"you know, type of integrations or,"},{"startTime":531.5,"endTime":533.583,"body":"you know, telecommunications,"},{"startTime":531.5,"endTime":533.583,"body":"like you said."},{"startTime":533.583,"endTime":536.583,"body":"So that's one"},{"startTime":533.583,"endTime":536.583,"body":"piece is the education, without a doubt."},{"startTime":536.708,"endTime":541.541,"body":"Frankly, within my business, within, Itron"},{"startTime":536.708,"endTime":541.541,"body":"within the electric industry."},{"startTime":541.708,"endTime":546.25,"body":"That is easily 30% of the daily job is to"},{"startTime":541.708,"endTime":546.25,"body":"educate,"},{"startTime":546.25,"endTime":550.916,"body":"is to is to kind of set"},{"startTime":546.25,"endTime":550.916,"body":"the expectations level the playing field."},{"startTime":551.083,"endTime":555.041,"body":"And it also is really, critical"},{"startTime":551.083,"endTime":555.041,"body":"with our customers,"},{"startTime":555.041,"endTime":559.583,"body":"with the utilities and cities,"},{"startTime":555.041,"endTime":559.583,"body":"is to get them to clearly understand."},{"startTime":559.583,"endTime":564.625,"body":"But what I push back on a little bit"},{"startTime":559.583,"endTime":564.625,"body":"is that we don't have much time."},{"startTime":565.583,"endTime":565.875,"body":"there are"},{"startTime":565.875,"endTime":569.0,"body":"utilities out there, as I mentioned,"},{"startTime":565.875,"endTime":569.0,"body":"they have six years,"},{"startTime":569.0,"endTime":572.333,"body":"you know, to get to these aggressive,"},{"startTime":569.0,"endTime":572.333,"body":"20, 30 goals to be able"},{"startTime":572.333,"endTime":575.333,"body":"to accommodate consumers like tomorrow."},{"startTime":575.458,"endTime":579.708,"body":"And that's really where, Itron and,"},{"startTime":575.458,"endTime":579.708,"body":"and I know our partners and, and,"},{"startTime":579.708,"endTime":583.416,"body":"and some other, participants"},{"startTime":579.708,"endTime":583.416,"body":"in the industry are trying to solve"},{"startTime":583.416,"endTime":587.333,"body":"for those problems this year"},{"startTime":583.416,"endTime":587.333,"body":"and next year, based on all the works"},{"startTime":587.333,"endTime":591.041,"body":"that we've deployed over the past,"},{"startTime":587.333,"endTime":591.041,"body":"you know, decade, or two."},{"startTime":591.208,"endTime":593.291,"body":"And that's where I think it's important"},{"startTime":591.208,"endTime":593.291,"body":"to kind of share"},{"startTime":593.291,"endTime":595.375,"body":"one of the things"},{"startTime":593.291,"endTime":595.375,"body":"that's so important to us"},{"startTime":595.375,"endTime":599.541,"body":"that we're getting a lot of good feedback"},{"startTime":595.375,"endTime":599.541,"body":"and, new adoption"},{"startTime":599.541,"endTime":604.0,"body":"is that that old metering technology"},{"startTime":599.541,"endTime":604.0,"body":"that used to be out there,"},{"startTime":604.0,"endTime":605.708,"body":"you could call it AI1 point zero."},{"startTime":605.708,"endTime":608.833,"body":"It started with just meter"},{"startTime":605.708,"endTime":608.833,"body":"reading to operationalize"},{"startTime":608.833,"endTime":612.416,"body":"efficiencies, and then it moved towards"},{"startTime":608.833,"endTime":612.416,"body":"kind of smart meters."},{"startTime":612.416,"endTime":615.625,"body":"And we went through that in the mid"},{"startTime":612.416,"endTime":615.625,"body":"late 2000 seconds."},{"startTime":615.833,"endTime":617.416,"body":"2008 era."},{"startTime":617.416,"endTime":620.458,"body":"And now we're moving to this next advanced"},{"startTime":620.458,"endTime":623.458,"body":"metering, which is smarter"},{"startTime":620.458,"endTime":623.458,"body":"than the smart meters that we deployed,"},{"startTime":623.666,"endTime":629.208,"body":"which has literally an embedded"},{"startTime":623.666,"endTime":629.208,"body":"Linux server, DER gateway inside of it."},{"startTime":629.333,"endTime":634.0,"body":"So that's what we used to do 20"},{"startTime":629.333,"endTime":634.0,"body":"plus years ago was install"},{"startTime":634.041,"endTime":638.833,"body":"little computers on every system,"},{"startTime":634.041,"endTime":638.833,"body":"whether it's a solar rooftop"},{"startTime":638.833,"endTime":642.083,"body":"or it's battery energy storage"},{"startTime":638.833,"endTime":642.083,"body":"or it's electric vehicles."},{"startTime":642.25,"endTime":644.291,"body":"There's no need to do that anymore."},{"startTime":644.291,"endTime":648.416,"body":"Because of all this technology"},{"startTime":644.291,"endTime":648.416,"body":"advancement and compression that now fits"},{"startTime":648.541,"endTime":651.541,"body":"within your fingertips,"},{"startTime":648.541,"endTime":651.541,"body":"dropped into a meter"},{"startTime":651.708,"endTime":654.708,"body":"that allows you to autonomously,"},{"startTime":654.791,"endTime":658.375,"body":"use those energy resources"},{"startTime":654.791,"endTime":658.375,"body":"on the customer side"},{"startTime":658.5,"endTime":663.208,"body":"to be very aware of its limitations"},{"startTime":658.5,"endTime":663.208,"body":"at that transformer"},{"startTime":663.208,"endTime":667.25,"body":"that might be sitting outside your window"},{"startTime":663.208,"endTime":667.25,"body":"on a pole pop, or in a green box"},{"startTime":667.25,"endTime":668.666,"body":"in your in your driveway."},{"startTime":668.666,"endTime":671.708,"body":"And that's really where we're focus"},{"startTime":668.666,"endTime":671.708,"body":"is to say"},{"startTime":671.875,"endTime":677.208,"body":"in real time, within subsecond, what is it"},{"startTime":671.875,"endTime":677.208,"body":"the condition of that transformer"},{"startTime":677.416,"endTime":681.166,"body":"and you and I, before this call is over,"},{"startTime":677.416,"endTime":681.166,"body":"we could all, you know,"},{"startTime":681.375,"endTime":685.416,"body":"purchase four EVs and that cat,"},{"startTime":681.375,"endTime":685.416,"body":"that transformer would be compromised."},{"startTime":685.416,"endTime":687.416,"body":"The pre plugged it all in"},{"startTime":685.416,"endTime":687.416,"body":"at the same time."},{"startTime":687.416,"endTime":691.041,"body":"So the goal is to be proactive,"},{"startTime":687.416,"endTime":691.041,"body":"send that actionable data"},{"startTime":691.041,"endTime":695.458,"body":"to the right people, like grid operators"},{"startTime":691.041,"endTime":695.458,"body":"and allow customers to participate."},{"startTime":695.958,"endTime":701.25,"body":"and and one small example of"},{"startTime":695.958,"endTime":701.25,"body":"that would be we we can we can simply say,"},{"startTime":701.416,"endTime":705.916,"body":"why don't we just within cycles"},{"startTime":701.416,"endTime":705.916,"body":"change and throttle."},{"startTime":705.916,"endTime":709.0,"body":"How many amps that device."},{"startTime":709.0,"endTime":710.083,"body":"This. Yeah."},{"startTime":710.083,"endTime":714.458,"body":"Electric vehicle is charging"},{"startTime":710.083,"endTime":714.458,"body":"it 60 amps is what it's set to by default."},{"startTime":714.833,"endTime":719.0,"body":"But because the, air conditioner"},{"startTime":714.833,"endTime":719.0,"body":"just kicked in, that's 116 outside."},{"startTime":719.166,"endTime":723.208,"body":"Let's throttle that down to ten"},{"startTime":719.166,"endTime":723.208,"body":"until that condition changes."},{"startTime":723.208,"endTime":724.791,"body":"And then you can be on your way"},{"startTime":724.791,"endTime":727.25,"body":"and take your kid to school or whatever"},{"startTime":724.791,"endTime":727.25,"body":"you need to do."},{"startTime":727.25,"endTime":728.25,"body":"And so."},{"startTime":728.25,"endTime":732.375,"body":"So you touched a little bit of on on"},{"startTime":728.25,"endTime":732.375,"body":"my next topic, Nick, is which the pathway."},{"startTime":732.375,"endTime":732.583,"body":"Right."},{"startTime":732.583,"endTime":736.125,"body":"How do we get to a reliable grid"},{"startTime":732.583,"endTime":736.125,"body":"or a more reliable grid?"},{"startTime":736.125,"endTime":738.916,"body":"Some states"},{"startTime":736.125,"endTime":738.916,"body":"have a much more reliable than others."},{"startTime":738.916,"endTime":740.833,"body":"Some areas are more than others."},{"startTime":740.833,"endTime":745.625,"body":"What is the pathway to not only"},{"startTime":740.833,"endTime":745.625,"body":"renewable energy, but also, again, this"},{"startTime":745.75,"endTime":750.916,"body":"this very much smart or maybe AI based"},{"startTime":745.75,"endTime":750.916,"body":"metering that you just talked about."},{"startTime":750.916,"endTime":753.875,"body":"My meter is literally behind me"},{"startTime":750.916,"endTime":753.875,"body":"and the other side on the outside."},{"startTime":753.875,"endTime":758.041,"body":"And once a month there's still a guy"},{"startTime":753.875,"endTime":758.041,"body":"coming reading it and walking away again."},{"startTime":758.041,"endTime":758.291,"body":"Right?"},{"startTime":758.291,"endTime":761.291,"body":"So maybe I'm still stuck in the 1980s,"},{"startTime":758.291,"endTime":761.291,"body":"I don't know."},{"startTime":761.416,"endTime":765.833,"body":"But what is what are some of the pathways"},{"startTime":761.416,"endTime":765.833,"body":"to grid reliability to"},{"startTime":766.0,"endTime":767.375,"body":"to really get to the"},{"startTime":767.375,"endTime":771.041,"body":"and to the to the vision"},{"startTime":767.375,"endTime":771.041,"body":"that you just shared where this metering"},{"startTime":771.041,"endTime":775.375,"body":"is not just a metering anymore,"},{"startTime":771.041,"endTime":775.375,"body":"but really helps us manage the entire grid"},{"startTime":775.75,"endTime":779.875,"body":"with maybe not necessarily"},{"startTime":775.75,"endTime":779.875,"body":"the need for many more power plants,"},{"startTime":779.875,"endTime":784.25,"body":"but just much more smart management"},{"startTime":779.875,"endTime":784.25,"body":"of the resources we have."},{"startTime":784.416,"endTime":785.541,"body":"Share a little bit about that,"},{"startTime":785.541,"endTime":789.333,"body":"that pathway and and the pieces"},{"startTime":785.541,"endTime":789.333,"body":"that you guys are looking at there."},{"startTime":789.5,"endTime":790.333,"body":"Sure. Yeah."},{"startTime":790.333,"endTime":792.083,"body":"I think we just to oversimplify,"},{"startTime":792.083,"endTime":796.666,"body":"we kind of view this as the good, better"},{"startTime":792.083,"endTime":796.666,"body":"and best type of scenario."},{"startTime":796.666,"endTime":799.833,"body":"And I've referenced a couple times"},{"startTime":796.666,"endTime":799.833,"body":"this best scenario"},{"startTime":799.833,"endTime":803.916,"body":"because we want to really share"},{"startTime":799.833,"endTime":803.916,"body":"what, we're approaching a backup,"},{"startTime":804.083,"endTime":808.458,"body":"but a score of utilities"},{"startTime":804.083,"endTime":808.458,"body":"now that have now decided"},{"startTime":808.458,"endTime":813.208,"body":"to, move towards and adopt"},{"startTime":808.458,"endTime":813.208,"body":"this new distributed intelligence,"},{"startTime":813.416,"endTime":817.125,"body":"technology"},{"startTime":813.416,"endTime":817.125,"body":"we call a grid edge, type of intelligence."},{"startTime":817.25,"endTime":821.583,"body":"And while maybe 20 out of 1300 utilities,"},{"startTime":821.75,"endTime":826.041,"body":"big utilities in the United States,"},{"startTime":821.75,"endTime":826.041,"body":"you know, of the total, the 3000 of the"},{"startTime":826.041,"endTime":829.791,"body":"munis and the co-ops that are out there,"},{"startTime":826.041,"endTime":829.791,"body":"that they're electing to go this route"},{"startTime":829.791,"endTime":833.458,"body":"because they're really see"},{"startTime":829.791,"endTime":833.458,"body":"the business case, they see the value."},{"startTime":833.583,"endTime":837.416,"body":"But you do need that that next generation"},{"startTime":833.583,"endTime":837.416,"body":"smart meter"},{"startTime":837.416,"endTime":838.666,"body":"to be able to make that happen."},{"startTime":838.666,"endTime":842.375,"body":"You need a pretty solid pipe"},{"startTime":838.666,"endTime":842.375,"body":"and throughput on all of the"},{"startTime":842.541,"endTime":845.666,"body":"telecommunications"},{"startTime":842.541,"endTime":845.666,"body":"that communicates with all those meters."},{"startTime":845.791,"endTime":848.833,"body":"and you need to be able to have"},{"startTime":845.791,"endTime":848.833,"body":"those meters communicate"},{"startTime":848.833,"endTime":850.791,"body":"directly to those devices."},{"startTime":850.791,"endTime":855.375,"body":"And so we are doing that today"},{"startTime":850.791,"endTime":855.375,"body":"for the kind of the more progressive,"},{"startTime":855.375,"endTime":859.458,"body":"advanced, utilities and cities"},{"startTime":855.375,"endTime":859.458,"body":"that need to make progress quickly."},{"startTime":859.583,"endTime":862.166,"body":"But one click down from that,"},{"startTime":859.583,"endTime":862.166,"body":"we can't leave, you know,"},{"startTime":862.166,"endTime":865.166,"body":"all of the other utilities"},{"startTime":862.166,"endTime":865.166,"body":"and cities behind, right?"},{"startTime":865.166,"endTime":869.041,"body":"So we have, you know, better scenarios"},{"startTime":865.166,"endTime":869.041,"body":"which say, well, maybe you have,"},{"startTime":869.25,"endTime":873.875,"body":"the stuff on that, maybe your,"},{"startTime":869.25,"endTime":873.875,"body":"AMR that is sitting behind you,"},{"startTime":873.875,"endTime":878.291,"body":"which is kind of 80s,"},{"startTime":873.875,"endTime":878.291,"body":"but maybe they have the late 90s, or"},{"startTime":878.5,"endTime":882.833,"body":"what is this early 2000 version"},{"startTime":878.5,"endTime":882.833,"body":"of the initial smart meters that at least"},{"startTime":882.833,"endTime":887.75,"body":"give you the opportunity to not work"},{"startTime":882.833,"endTime":887.75,"body":"with them sub seconds, within minutes."},{"startTime":888.0,"endTime":891.458,"body":"And that could be a better solution"},{"startTime":888.0,"endTime":891.458,"body":"than what we have today."},{"startTime":891.625,"endTime":894.458,"body":"that would help your utility."},{"startTime":891.625,"endTime":894.458,"body":"That might reduce your costs."},{"startTime":894.458,"endTime":898.166,"body":"and then, of course, you know,"},{"startTime":894.458,"endTime":898.166,"body":"we have, utilities that are a little bit"},{"startTime":898.166,"endTime":902.25,"body":"further out that maybe don't have"},{"startTime":898.166,"endTime":902.25,"body":"the aggressive decarbonization goals."},{"startTime":902.25,"endTime":905.791,"body":"Or if they do, it's a 2045, 2050 timeline."},{"startTime":905.958,"endTime":908.916,"body":"And we providing good solutions"},{"startTime":905.958,"endTime":908.916,"body":"to them to,"},{"startTime":908.916,"endTime":913.041,"body":"stitch all that data that's coming"},{"startTime":908.916,"endTime":913.041,"body":"to, consolidated back"},{"startTime":913.041,"endTime":917.583,"body":"end to help them make,"},{"startTime":913.041,"endTime":917.583,"body":"you know, maybe minute plus decisions."},{"startTime":917.75,"endTime":919.375,"body":"So this is a pathway that we're offering."},{"startTime":919.375,"endTime":921.25,"body":"We don't want to leave anybody behind."},{"startTime":921.25,"endTime":924.458,"body":"we want to help everybody,"},{"startTime":921.25,"endTime":924.458,"body":"but but sometimes, investment"},{"startTime":924.583,"endTime":927.75,"body":"cycles or regulatory cycles suggest"},{"startTime":927.916,"endTime":931.583,"body":"you have to offer this good, better,"},{"startTime":927.916,"endTime":931.583,"body":"best type of approach."},{"startTime":931.75,"endTime":934.083,"body":"Interesting. So, Nick,"},{"startTime":931.75,"endTime":934.083,"body":"you talked a couple of times."},{"startTime":934.083,"endTime":935.416,"body":"Now I think it can be summarized"},{"startTime":935.416,"endTime":939.208,"body":"in this grid edge intelligence right"},{"startTime":935.416,"endTime":939.208,"body":"that you're talking about."},{"startTime":939.208,"endTime":942.458,"body":"And and and my interest is and"},{"startTime":939.208,"endTime":942.458,"body":"I think a lot of the listeners and viewers"},{"startTime":942.458,"endTime":946.541,"body":"maybe as well is this is all sounds good"},{"startTime":942.458,"endTime":946.541,"body":"and it makes total sense."},{"startTime":946.708,"endTime":949.125,"body":"But what are the challenges getting there."},{"startTime":949.125,"endTime":953.5,"body":"You know, you mentioned again, more EVs,"},{"startTime":949.125,"endTime":953.5,"body":"more is getting electric."},{"startTime":953.5,"endTime":958.5,"body":"More has to be sustainable"},{"startTime":953.5,"endTime":958.5,"body":"power generation or green energy"},{"startTime":958.5,"endTime":959.291,"body":"if we call it that."},{"startTime":959.291,"endTime":963.375,"body":"But for a moment, what are the challenges"},{"startTime":959.291,"endTime":963.375,"body":"to really implement this,"},{"startTime":963.375,"endTime":966.708,"body":"this edge intelligence"},{"startTime":963.375,"endTime":966.708,"body":"you're talking about that"},{"startTime":966.916,"endTime":971.375,"body":"that sustainability to to not necessarily"},{"startTime":966.916,"endTime":971.375,"body":"having to build all more"},{"startTime":971.375,"endTime":974.583,"body":"these power stations that were already"},{"startTime":971.375,"endTime":974.583,"body":"struggling in this country"},{"startTime":974.583,"endTime":978.625,"body":"and certainly in Europe as well, to create"},{"startTime":974.583,"endTime":978.625,"body":"but live with what we have."},{"startTime":978.625,"endTime":981.5,"body":"But live smart."},{"startTime":978.625,"endTime":981.5,"body":"What are the challenges to get there?"},{"startTime":981.5,"endTime":982.458,"body":"Well, yeah."},{"startTime":982.458,"endTime":984.416,"body":"So we talked about North America."},{"startTime":984.416,"endTime":986.041,"body":"We talked about Europe a couple times."},{"startTime":986.041,"endTime":989.791,"body":"Now maybe I want to focus on,"},{"startTime":986.041,"endTime":989.791,"body":"what we, characterized as the like"},{"startTime":989.791,"endTime":993.083,"body":"a continent that is like a postcard"},{"startTime":989.791,"endTime":993.083,"body":"of the future with renewables."},{"startTime":993.083,"endTime":996.916,"body":"Australia, Hawaii also fits into that"},{"startTime":993.083,"endTime":996.916,"body":"two islands, one slightly larger"},{"startTime":996.916,"endTime":997.458,"body":"than the other."},{"startTime":997.458,"endTime":1000.458,"body":"But Australia, just to put,"},{"startTime":997.458,"endTime":1000.458,"body":"put a fine point on it."},{"startTime":1000.958,"endTime":1004.125,"body":"when I first visited back in 2015"},{"startTime":1004.125,"endTime":1007.125,"body":"to help with renewables"},{"startTime":1004.125,"endTime":1007.125,"body":"and do the deployments,"},{"startTime":1007.166,"endTime":1010.25,"body":"all the utilities came to me and said,"},{"startTime":1007.166,"endTime":1010.25,"body":"can you please slow down?"},{"startTime":1010.416,"endTime":1014.166,"body":"because all of our citizens in Australia"},{"startTime":1010.416,"endTime":1014.166,"body":"really appreciate"},{"startTime":1014.166,"endTime":1017.291,"body":"energy independence and power of choice"},{"startTime":1014.166,"endTime":1017.291,"body":"and being able"},{"startTime":1017.291,"endTime":1021.208,"body":"to, purchase and adopt and save"},{"startTime":1017.291,"endTime":1021.208,"body":"however they would like."},{"startTime":1021.333,"endTime":1025.75,"body":"They did a fabulous job of enabling,"},{"startTime":1021.333,"endTime":1025.75,"body":"that that momentum"},{"startTime":1025.958,"endTime":1030.041,"body":"for DER adoption, specifically"},{"startTime":1025.958,"endTime":1030.041,"body":"with photovoltaic, solar electric."},{"startTime":1030.166,"endTime":1033.833,"body":"So you have all these rooftops"},{"startTime":1030.166,"endTime":1033.833,"body":"and now there are certain,"},{"startTime":1034.0,"endTime":1037.125,"body":"metropolitan areas and certain circuits"},{"startTime":1037.125,"endTime":1040.125,"body":"that are now 60% PV penetration."},{"startTime":1040.25,"endTime":1043.166,"body":"And when you get to saturation"},{"startTime":1040.25,"endTime":1043.166,"body":"points like this,"},{"startTime":1043.166,"endTime":1046.416,"body":"you have very limited ability"},{"startTime":1043.166,"endTime":1046.416,"body":"to add any more PV."},{"startTime":1046.625,"endTime":1049.875,"body":"Your PV hosting capacity"},{"startTime":1046.625,"endTime":1049.875,"body":"now is really compromise."},{"startTime":1050.25,"endTime":1051.833,"body":"This is a significant challenge."},{"startTime":1051.833,"endTime":1055.416,"body":"And it's manifested in retirees"},{"startTime":1051.833,"endTime":1055.416,"body":"that are home, you know, in the middle of"},{"startTime":1055.416,"endTime":1058.833,"body":"the day calling up the operation center,"},{"startTime":1055.416,"endTime":1058.833,"body":"yelling at their utilities, saying,"},{"startTime":1059.208,"endTime":1061.375,"body":"why are my lights flickering"},{"startTime":1059.208,"endTime":1061.375,"body":"between 10 a.m."},{"startTime":1061.375,"endTime":1062.958,"body":"and 2 p.m. every time? Also?"},{"startTime":1062.958,"endTime":1067.791,"body":"Well, you have you know, the technical"},{"startTime":1062.958,"endTime":1067.791,"body":"explanation is you have way too much power"},{"startTime":1067.958,"endTime":1071.875,"body":"being sent back through the transformer"},{"startTime":1067.958,"endTime":1071.875,"body":"and it's trying to figure out where to go"},{"startTime":1071.875,"endTime":1073.25,"body":"and what to do with itself."},{"startTime":1073.25,"endTime":1076.166,"body":"It's not the days of your"},{"startTime":1073.25,"endTime":1076.166,"body":"the old Australian, you know,"},{"startTime":1076.166,"endTime":1080.166,"body":"brown coal plants pushing it"},{"startTime":1076.166,"endTime":1080.166,"body":"just to your refrigerator."},{"startTime":1080.291,"endTime":1084.083,"body":"So that was, that was several years ago."},{"startTime":1084.083,"endTime":1088.0,"body":"And we're still really trying"},{"startTime":1084.083,"endTime":1088.0,"body":"to focus on solutions to help"},{"startTime":1088.208,"endTime":1094.333,"body":"enable more solar to be deployed"},{"startTime":1088.208,"endTime":1094.333,"body":"on top of, how painful, you know,"},{"startTime":1094.333,"endTime":1098.166,"body":"that already is to deploy technology"},{"startTime":1094.333,"endTime":1098.166,"body":"like battery energy storage."},{"startTime":1098.333,"endTime":1102.5,"body":"Electric vehicles will be coming soon"},{"startTime":1098.333,"endTime":1102.5,"body":"for, you know, for that particular region."},{"startTime":1102.708,"endTime":1106.458,"body":"And and then you can start"},{"startTime":1102.708,"endTime":1106.458,"body":"getting all these to work in concert"},{"startTime":1106.458,"endTime":1111.5,"body":"with each other and to really limit,"},{"startTime":1106.458,"endTime":1111.5,"body":"the customer, dissatisfaction,"},{"startTime":1111.583,"endTime":1114.458,"body":"which,"},{"startTime":1111.583,"endTime":1114.458,"body":"which typically happens in early markets"},{"startTime":1114.458,"endTime":1117.291,"body":"where you let everybody adapt"},{"startTime":1114.458,"endTime":1117.291,"body":"and then you say, I'm"},{"startTime":1117.291,"endTime":1118.833,"body":"going to turn off your solar"},{"startTime":1117.291,"endTime":1118.833,"body":"for a little bit."},{"startTime":1118.833,"endTime":1120.083,"body":"You don't mind, do you? Then?"},{"startTime":1120.083,"endTime":1120.416,"body":"So on."},{"startTime":1120.416,"endTime":1123.916,"body":"What actually affects my payback,"},{"startTime":1120.416,"endTime":1123.916,"body":"my return on investment, my IRR."},{"startTime":1123.916,"endTime":1126.666,"body":"That's not really comfortable with that."},{"startTime":1126.666,"endTime":1127.416,"body":"Thank you very much."},{"startTime":1127.416,"endTime":1130.833,"body":"Can you please come up with other,"},{"startTime":1127.416,"endTime":1130.833,"body":"you know, answer solutions."},{"startTime":1130.833,"endTime":1133.583,"body":"And that's that's"},{"startTime":1130.833,"endTime":1133.583,"body":"what we're trying to do here. Interesting."},{"startTime":1133.583,"endTime":1137.25,"body":"So yeah, my dad enlists in Europe,"},{"startTime":1133.583,"endTime":1137.25,"body":"the solar panels as well."},{"startTime":1137.25,"endTime":1139.458,"body":"And every time"},{"startTime":1137.25,"endTime":1139.458,"body":"I'm there a visiting or talk to him,"},{"startTime":1139.458,"endTime":1143.666,"body":"he always wants to show me his app on"},{"startTime":1139.458,"endTime":1143.666,"body":"how he how much energy is generated"},{"startTime":1143.666,"endTime":1147.75,"body":"it goes into the battery and how much he"},{"startTime":1143.666,"endTime":1147.75,"body":"has sold back to the local municipality."},{"startTime":1147.75,"endTime":1149.125,"body":"And it definitely is."},{"startTime":1149.125,"endTime":1152.125,"body":"I think also an incentive"},{"startTime":1149.125,"endTime":1152.125,"body":"or to some degree right to do this,"},{"startTime":1152.125,"endTime":1153.125,"body":"but let's,"},{"startTime":1153.125,"endTime":1155.083,"body":"let's maybe take it a step further"},{"startTime":1153.125,"endTime":1155.083,"body":"with what"},{"startTime":1155.083,"endTime":1157.666,"body":"you just explained with Australia,"},{"startTime":1155.083,"endTime":1157.666,"body":"which is very interesting."},{"startTime":1157.666,"endTime":1161.041,"body":"So if you if you take globally"},{"startTime":1157.666,"endTime":1161.041,"body":"where you guys operate,"},{"startTime":1161.208,"endTime":1165.625,"body":"which countries are really leading to"},{"startTime":1161.208,"endTime":1165.625,"body":"what you just explained to our listeners"},{"startTime":1165.625,"endTime":1170.041,"body":"and viewers over the last 20 minutes"},{"startTime":1165.625,"endTime":1170.041,"body":"that you guys are doing or word is smart"},{"startTime":1170.041,"endTime":1174.041,"body":"grid or edge grid intelligence can help us"},{"startTime":1170.041,"endTime":1174.041,"body":"and is going"},{"startTime":1174.458,"endTime":1176.041,"body":"and what the future looks like."},{"startTime":1176.041,"endTime":1180.333,"body":"It also then impacts obviously the future"},{"startTime":1176.041,"endTime":1180.333,"body":"of mobility or how we reimagine in it."},{"startTime":1180.458,"endTime":1182.583,"body":"What are some of"},{"startTime":1180.458,"endTime":1182.583,"body":"what are some leading countries?"},{"startTime":1182.583,"endTime":1184.625,"body":"Again, you"},{"startTime":1182.583,"endTime":1184.625,"body":"it sounds like you mentioned here,"},{"startTime":1184.625,"endTime":1187.791,"body":"Australia will be in part of that by,"},{"startTime":1184.625,"endTime":1187.791,"body":"well, is there"},{"startTime":1187.791,"endTime":1191.458,"body":"and then maybe at the end for our"},{"startTime":1187.791,"endTime":1191.458,"body":"maybe more U.S based listeners."},{"startTime":1191.583,"endTime":1193.708,"body":"What does the U.S. saying with all this."},{"startTime":1193.708,"endTime":1194.791,"body":"Sure. Yeah."},{"startTime":1194.791,"endTime":1196.416,"body":"maybe I'll start with,"},{"startTime":1196.416,"endTime":1200.0,"body":"we talked about Australia and"},{"startTime":1196.416,"endTime":1200.0,"body":"the challenges that they're experiencing."},{"startTime":1200.625,"endTime":1203.875,"body":"and I think an important quick note"},{"startTime":1200.625,"endTime":1203.875,"body":"is that for the listeners"},{"startTime":1203.875,"endTime":1207.0,"body":"and what you hear on mainstream media,"},{"startTime":1203.875,"endTime":1207.0,"body":"my mother will call me up and say,"},{"startTime":1207.0,"endTime":1212.708,"body":"well, you know, 30% PV penetration in the"},{"startTime":1207.0,"endTime":1212.708,"body":"continent or the country of Australia,"},{"startTime":1212.833,"endTime":1216.625,"body":"but you have to be very careful"},{"startTime":1212.833,"endTime":1216.625,"body":"with that message because that doesn't"},{"startTime":1216.75,"endTime":1218.958,"body":"paint a very clear picture of the problem."},{"startTime":1218.958,"endTime":1221.166,"body":"The problem is what I had mentioned"},{"startTime":1218.958,"endTime":1221.166,"body":"a minute ago."},{"startTime":1221.166,"endTime":1226.291,"body":"It's 60% PV penetration"},{"startTime":1221.166,"endTime":1226.291,"body":"on a particular circuit at that"},{"startTime":1226.291,"endTime":1231.125,"body":"particular feeder, compromising that"},{"startTime":1226.291,"endTime":1231.125,"body":"particular neighborhood that you live in."},{"startTime":1231.541,"endTime":1235.375,"body":"So we have to be careful of these gross,"},{"startTime":1231.541,"endTime":1235.375,"body":"broad brush stroke generalizations."},{"startTime":1235.375,"endTime":1238.0,"body":"A very similar thing happens in the U.S."},{"startTime":1238.0,"endTime":1240.958,"body":"where they say, oh my gosh,"},{"startTime":1238.0,"endTime":1240.958,"body":"all these EVs are coming on board."},{"startTime":1240.958,"endTime":1246.208,"body":"And, how can this country, in the United"},{"startTime":1240.958,"endTime":1246.208,"body":"States accommodate all of these EVs?"},{"startTime":1246.416,"endTime":1250.25,"body":"And that might be a little bit in versus"},{"startTime":1246.416,"endTime":1250.25,"body":"to say, well, we have plenty of,"},{"startTime":1250.291,"endTime":1253.833,"body":"of, of space to accommodate"},{"startTime":1250.291,"endTime":1253.833,"body":"all of this new load."},{"startTime":1254.0,"endTime":1257.333,"body":"We did it back in the 1950s with a thing"},{"startTime":1254.0,"endTime":1257.333,"body":"called the air conditioner."},{"startTime":1257.5,"endTime":1261.666,"body":"and that started in New York City"},{"startTime":1257.5,"endTime":1261.666,"body":"in the 19 tens, 1920s."},{"startTime":1261.666,"endTime":1263.833,"body":"And then it became commercialized"},{"startTime":1261.666,"endTime":1263.833,"body":"in a scaled."},{"startTime":1263.833,"endTime":1265.416,"body":"And then, you know, we got low cost."},{"startTime":1265.416,"endTime":1268.291,"body":"And then everybody in the southeast"},{"startTime":1265.416,"endTime":1268.291,"body":"United States adopted."},{"startTime":1268.291,"endTime":1271.625,"body":"And what utilities distribution"},{"startTime":1268.291,"endTime":1271.625,"body":"system operators had to do"},{"startTime":1271.625,"endTime":1274.625,"body":"was to quickly figure out"},{"startTime":1271.625,"endTime":1274.625,"body":"how do we respond to this."},{"startTime":1274.75,"endTime":1278.875,"body":"And at that time, the solution"},{"startTime":1274.75,"endTime":1278.875,"body":"was transmission, distribution, upgrades."},{"startTime":1278.875,"endTime":1282.166,"body":"Take out the old,"},{"startTime":1278.875,"endTime":1282.166,"body":"very skinny copper aluminum conductor"},{"startTime":1282.166,"endTime":1285.541,"body":"and upsize"},{"startTime":1282.166,"endTime":1285.541,"body":"that to accommodate that more capacity."},{"startTime":1285.75,"endTime":1288.25,"body":"So that way"},{"startTime":1285.75,"endTime":1288.25,"body":"they could have the reliability"},{"startTime":1288.25,"endTime":1289.875,"body":"and the choice that they wanted."},{"startTime":1289.875,"endTime":1290.708,"body":"That was amazing."},{"startTime":1290.708,"endTime":1292.916,"body":"The air conditioners at the time,"},{"startTime":1290.708,"endTime":1292.916,"body":"living in the South."},{"startTime":1292.916,"endTime":1296.458,"body":"Now fast forward,"},{"startTime":1292.916,"endTime":1296.458,"body":"whatever it is, 75 years later"},{"startTime":1296.625,"endTime":1301.083,"body":"and now we have this new load, which is"},{"startTime":1296.625,"endTime":1301.083,"body":"bigger than a five kilowatt point load."},{"startTime":1301.291,"endTime":1304.708,"body":"It's could be easily,"},{"startTime":1301.291,"endTime":1304.708,"body":"you know, whatever that might be."},{"startTime":1304.708,"endTime":1308.333,"body":"It could be 12 amps easily"},{"startTime":1304.708,"endTime":1308.333,"body":"on a level two charger in your garage,"},{"startTime":1308.375,"endTime":1312.458,"body":"a new 60 amp circuit, and you might have"},{"startTime":1308.375,"endTime":1312.458,"body":"multiple in your, in your, garage."},{"startTime":1312.458,"endTime":1316.666,"body":"So it is"},{"startTime":1312.458,"endTime":1316.666,"body":"it is okay to do to solve that problem"},{"startTime":1316.666,"endTime":1320.083,"body":"the old way with distribution"},{"startTime":1316.666,"endTime":1320.083,"body":"upgrades, transformer upgrades."},{"startTime":1320.083,"endTime":1321.708,"body":"What have you're conductor in."},{"startTime":1321.708,"endTime":1327.458,"body":"But there's also other tools in the"},{"startTime":1321.708,"endTime":1327.458,"body":"in the chest that we have to provide"},{"startTime":1327.458,"endTime":1331.833,"body":"what we call like automated"},{"startTime":1327.458,"endTime":1331.833,"body":"or autonomous load management out."},{"startTime":1332.0,"endTime":1334.833,"body":"So that way utilities"},{"startTime":1332.0,"endTime":1334.833,"body":"like they do in New York City"},{"startTime":1334.833,"endTime":1338.5,"body":"don't have to replace that 20 year"},{"startTime":1334.833,"endTime":1338.5,"body":"old 100 kVA transformer."},{"startTime":1338.916,"endTime":1342.625,"body":"They can let those school busses"},{"startTime":1338.916,"endTime":1342.625,"body":"that are being replaced"},{"startTime":1342.75,"endTime":1346.291,"body":"at a pretty high velocity"},{"startTime":1342.75,"endTime":1346.291,"body":"right now, from combustion to electric."},{"startTime":1346.458,"endTime":1348.791,"body":"And, and it's just a matter"},{"startTime":1346.458,"endTime":1348.791,"body":"of being smart about it."},{"startTime":1348.791,"endTime":1350.166,"body":"You don't have to charge"},{"startTime":1350.166,"endTime":1354.375,"body":"all of the 20 busses"},{"startTime":1350.166,"endTime":1354.375,"body":"simultaneously to get the kids to school."},{"startTime":1354.583,"endTime":1356.583,"body":"Rather, you can just stagger these."},{"startTime":1356.583,"endTime":1361.75,"body":"And while you do that, always be grid"},{"startTime":1356.583,"endTime":1361.75,"body":"aware to recognize the capacity"},{"startTime":1361.75,"endTime":1365.791,"body":"of that transformer that's"},{"startTime":1361.75,"endTime":1365.791,"body":"providing the energy and to protect it."},{"startTime":1365.916,"endTime":1369.125,"body":"And if something gets a little bit"},{"startTime":1365.916,"endTime":1369.125,"body":"and that headroom starts to go to zero"},{"startTime":1369.25,"endTime":1371.416,"body":"and you start to really stress"},{"startTime":1369.25,"endTime":1371.416,"body":"the transformer,"},{"startTime":1371.416,"endTime":1374.125,"body":"you can send a command"},{"startTime":1371.416,"endTime":1374.125,"body":"and have everything wind down."},{"startTime":1374.125,"endTime":1377.708,"body":"So now to your question about countries"},{"startTime":1377.708,"endTime":1380.541,"body":"that so so"},{"startTime":1377.708,"endTime":1380.541,"body":"so there are different pockets within us."},{"startTime":1380.541,"endTime":1384.416,"body":"and they typically seem to flank either"},{"startTime":1380.541,"endTime":1384.416,"body":"the left or the right coasts, you know,"},{"startTime":1384.416,"endTime":1389.5,"body":"with a lot of that metropolitan areas"},{"startTime":1384.416,"endTime":1389.5,"body":"and kind of progressive adoption policies."},{"startTime":1389.708,"endTime":1393.333,"body":"but there's also countries in Europe"},{"startTime":1389.708,"endTime":1393.333,"body":"like Spain,"},{"startTime":1393.458,"endTime":1396.458,"body":"UK, France, to name a few,"},{"startTime":1396.5,"endTime":1400.875,"body":"that are really starting to adopt"},{"startTime":1396.5,"endTime":1400.875,"body":"large point loads with fleets."},{"startTime":1401.0,"endTime":1406.541,"body":"And this could be ten, 20 megawatt"},{"startTime":1401.0,"endTime":1406.541,"body":"point loads that these utilities have."},{"startTime":1406.541,"endTime":1409.916,"body":"These DSO distribution"},{"startTime":1406.541,"endTime":1409.916,"body":"system operators have to accommodate."},{"startTime":1410.041,"endTime":1412.041,"body":"So so those are some pretty,"},{"startTime":1412.041,"endTime":1415.083,"body":"pretty progressive areas"},{"startTime":1412.041,"endTime":1415.083,"body":"that we're, we're focused on."},{"startTime":1415.291,"endTime":1416.125,"body":"great."},{"startTime":1416.125,"endTime":1417.375,"body":"That's been really interesting."},{"startTime":1417.375,"endTime":1421.208,"body":"And certainly as I think we mentioned"},{"startTime":1417.375,"endTime":1421.208,"body":"at the beginning, right, very much related"},{"startTime":1421.208,"endTime":1425.541,"body":"to how we reimagine mobility,"},{"startTime":1421.208,"endTime":1425.541,"body":"because the future of mobility,"},{"startTime":1425.708,"endTime":1430.25,"body":"independent of what it is"},{"startTime":1425.708,"endTime":1430.25,"body":"that makes the vehicle to move forward"},{"startTime":1430.25,"endTime":1434.25,"body":"one way or the other, energy,"},{"startTime":1430.25,"endTime":1434.25,"body":"distribute system."},{"startTime":1434.25,"endTime":1437.583,"body":"And certainly electrification, is a"},{"startTime":1434.25,"endTime":1437.583,"body":"is a critical part of this."},{"startTime":1437.583,"endTime":1439.208,"body":"So thank you very much, Nick."},{"startTime":1439.208,"endTime":1443.583,"body":"And maybe on the last question,"},{"startTime":1439.208,"endTime":1443.583,"body":"not related to your field of expertise,"},{"startTime":1443.583,"endTime":1446.583,"body":"but what is the next car"},{"startTime":1443.583,"endTime":1446.583,"body":"you're going to buy and why?"},{"startTime":1446.666,"endTime":1448.458,"body":"Well, I have to share that."},{"startTime":1448.458,"endTime":1452.583,"body":"I, I have his"},{"startTime":1448.458,"endTime":1452.583,"body":"I have moved many years ago,"},{"startTime":1452.583,"endTime":1456.583,"body":"decade plus ago from combustion"},{"startTime":1452.583,"endTime":1456.583,"body":"to plug in hybrid."},{"startTime":1456.708,"endTime":1458.291,"body":"And that's been really great,"},{"startTime":1458.291,"endTime":1462.875,"body":"especially to accommodate,"},{"startTime":1458.291,"endTime":1462.875,"body":"any of the anxieties of my family members."},{"startTime":1462.875,"endTime":1466.666,"body":"you know, going up to the mountains"},{"startTime":1462.875,"endTime":1466.666,"body":"here in the Colorado Rockies and being"},{"startTime":1466.666,"endTime":1470.583,"body":"able to come back down and it's it's good,"},{"startTime":1466.666,"endTime":1470.583,"body":"but it's a complicated vehicle."},{"startTime":1470.583,"endTime":1473.583,"body":"I have to, you know, my combustion"},{"startTime":1470.583,"endTime":1473.583,"body":"engine has to."},{"startTime":1473.625,"endTime":1479.125,"body":"The answer in merrily with my battery,"},{"startTime":1473.625,"endTime":1479.125,"body":"energy storage, DC drivetrain."},{"startTime":1479.25,"endTime":1483.0,"body":"And overall,"},{"startTime":1479.25,"endTime":1483.0,"body":"these technologies are pretty robust"},{"startTime":1483.0,"endTime":1487.25,"body":"and it's been fascinate ING over the past"},{"startTime":1483.0,"endTime":1487.25,"body":"decade to see them, move together."},{"startTime":1487.541,"endTime":1491.083,"body":"But to answer your question,"},{"startTime":1487.541,"endTime":1491.083,"body":"I think moving to a pure"},{"startTime":1491.333,"endTime":1494.875,"body":"battery electric vehicle"},{"startTime":1491.333,"endTime":1494.875,"body":"because of its efficiencies,"},{"startTime":1494.875,"endTime":1498.958,"body":"because of its reduced"},{"startTime":1494.875,"endTime":1498.958,"body":"total cost of operations and ownership,"},{"startTime":1498.958,"endTime":1501.625,"body":"certainly becomes interesting"},{"startTime":1498.958,"endTime":1501.625,"body":"and most important,"},{"startTime":1501.625,"endTime":1506.25,"body":"when I drop my kid off at school"},{"startTime":1501.625,"endTime":1506.25,"body":"and it's 20°F out in Denver,"},{"startTime":1506.416,"endTime":1510.958,"body":"my combustion engine doesn't turn on"},{"startTime":1506.416,"endTime":1510.958,"body":"frustratingly like I don't want it to."},{"startTime":1510.958,"endTime":1514.833,"body":"And I blow smoke, you know, in some kids"},{"startTime":1510.958,"endTime":1514.833,"body":"space somewhere. So."},{"startTime":1515.0,"endTime":1517.166,"body":"So that's that's why I'm going be easy."},{"startTime":1517.166,"endTime":1517.875,"body":"All right."},{"startTime":1517.875,"endTime":1518.541,"body":"Very good."},{"startTime":1518.541,"endTime":1520.833,"body":"Thank you so much, Nick, for your time"},{"startTime":1520.833,"endTime":1523.291,"body":"and for your insight"},{"startTime":1520.833,"endTime":1523.291,"body":"in this very interesting space"},{"startTime":1523.291,"endTime":1527.25,"body":"that hopefully many of our listeners"},{"startTime":1523.291,"endTime":1527.25,"body":"will really benefit from learning"},{"startTime":1527.25,"endTime":1530.25,"body":"what's just outside"},{"startTime":1527.25,"endTime":1530.25,"body":"of traditional mobility, that we think"},{"startTime":1530.25,"endTime":1535.041,"body":"something that's moving to something"},{"startTime":1530.25,"endTime":1535.041,"body":"that really helps move the mobility space."},{"startTime":1535.041,"endTime":1536.083,"body":"Thank you very much, Nick."}]}