All right, let's get into it with Barry Cinnamon on how data centers can help pay for your home solar system.

This is the other thing I want to talk about.

And this is more of a concept.

It's not a real product.

It's just something that is really going to solve some of the big problems we have.

But the concept is basically finding ways to make data centers pay for rooftop solar and storage so they can actually get the power they need.

And it's a zero-sum game.

Why don't you talk a bit about your exploration into plug and play and how that technology might have a faster path to market than behind the meter feed-in tariff?

Yeah.

It just doesn't make...

So I, I dug into it, um, and what I found, and by meeting with s- solars in Australia and spend a lot of time there diving into it, the real costs of solar in Australia before tariffs, $2 and 4 cents.

Okay.

So I w- so when I was in Australia, um, I, I met with a homeowner that's getting the installation of solar and batteries put on their house.

The solar was on the roof, fine.

The guy pulled up in a truck, looked, looked just like mine.

They're putting in the batteries.

How did it kind of get started in your garage, but how did you grow it?

It was, I had just come off a kind of internet hangover because my software company just couldn't get the funding it needed.

This is in 2001 during the internet crash, which unfortunately, hopefully we don't re-experience with the AI crash in a few years.

But that was kind of stressful.

And I said, gee, let me just go back to my college days and my post-college days and see how the solar thing's working.

And I ran through the numbers and this is when PG&E went bankrupt and there was the Enron crash, electric rates went up, there was incentives.

And I said, gee, let me just crunch through the objective economics for solar in California.

But what about like the overhead and the soft costs and all that? Like, do you all wrap that into federal policy or what do you mean?

Yeah

... which is the data centers, and they're saying, "We want a lot of power." Utilities say, "We'll give it to you." And the, the ratepayers are like, "Well, we're just gonna get screwed." So I don't know a way of getting around this, but just this slide shows basically how power goes from long-distance transmission to, um, to, to the homes, businesses, and data centers.

Okay.

So I w- so when I was in Australia, um, I, I met with a homeowner.

They're getting the installation of solar and batteries put on their house.

The solar was on the roof, fine.

The guy pulled up in a truck, looked, looked just like mine.

They're putting in the batteries.