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Eric Davids

Sep 28, 2026

6:40
So keen to hear about that, but also just how it got you to energy in the first place as you went through.
6:48
Yeah, absolutely.
6:49
Good to be here with you, Greg and Neil.
6:52
Yeah, just grateful to be on the show.
6:55
So I did start my career in the Marines, and I unfortunately never had the privilege of visiting Darwin.
7:02
There's a base up there that Marines rotate through, and my tour instead was to Okinawa.
7:07
But I had a number of friends who passed through and really enjoyed it.

25 MINS LATER

31:52
So do you have, say, in the ERCOT market, do you have in your plans, do you have things that sort of can put guardrails around price-responsive tariffs?
7:36
What do you get? Do you share those benefits or you are reducing overall cost base of your charging? That's your motivation.
7:45
Yeah, we're able to reduce the cost to serve across the portfolio of our customers.
7:50
So we can offer more attractive, flat, easily understood prices to end customers in exchange for a customer saying, and we aren't asking a customer to say, hey, go and unplug your EV during these times.
8:03
We say the outcome you're trying to achieve is a fully charged electric vehicle in the morning time.
8:09
We will help you achieve that outcome and do so at a cheaper price.
8:12
So that's how we approach these types of situations rather than necessarily trying to nudge customers every moment of the day to say, stop using, start using.
8:23
And then we make it fun for people.

13 MINS LATER

21:49
What do you tell those CEOs, those companies? What to do today so that they can be up to a synergy tomorrow or in the near future?
12:27
So that for a lack of trying to date, or is that for a lack of effectiveness? Or is that there are some other barriers in place for the American end user that aren't in place for European ones?
12:40
Yeah, well, maybe I'll start by sharing sort of Octopus's approach to flexibility and what's worked in the UK particularly quite well, and then move into sort of what of that can translate to the US and what of that we have trouble translating.
12:54
And one of the sort of things that I think about when I think about flexibility is someone who has an energy bill and they might have an EV, they might have a thermostat.
13:06
For that person, all of these things Things are related to their energy.
13:12
However, in the U.S. right now, someone pays their energy bill to their regulated utility.
13:19
They might receive a incentive for being part of a thermostat demand response program.
13:24
And they might have a separate program where they have their EV enrolled in a managed charging program and they receive a gift card every year for being part of that program.

16 MINS LATER

29:05
Question for you.

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