Arushi Sharma Frank

@ArushiSF

AI-Energy Tech Investor-Advisor. I am in the business of electron arbitrage across space & time. Classical dancer, liberal thinker. C3, CSIS, IHS, AELI, DCNF.

Earth

substack.com/@arushisharmaf…

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Arushi Sharma Frank
@ArushiSF
Sep 2
For years, I wrote about my work on distributed systems: smaller grids, virtual grids, microgrids and battery-powered grids, from the lens of “DER” language. I don’t need that language anymore. I am in the business of electron arbitrage across space and time. Two of my advised
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Arushi Sharma Frank
@ArushiSF
Sep 2
The software deficit in @pjminterconnect is so real, holy #*$* PJM has an automated real-time market engine, but the forward-looking operating layer above it still depends materially on dispatcher judgment and discrete use cases. Manual processes seem to be running grid
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Arushi Sharma Frank
@ArushiSF
Sep 2
Yes and also, the job is to make utilities boring again. Moving compute around the lack of wires with technology stacks is a business that is agnostic to a lot of that gatekeeping. You yourself have supported one of the most important advancements in arbitrage in the absence of
Lynne Kiesling-Knowledge Problem
@knowledgeprob
Sep 2
Replying to @ArushiSF
Agreed 💯 in concept. In implementation, though, I struggle w/gatekeeping of physical infrastructure as a barrier. CRE is the closest to my "how can we do what Uber did to transportation" question, but utilities are adamant about their franchise rights & well funded to fight.
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Arushi Sharma Frank
@ArushiSF
Sep 2
Another way of saying that is that monopolies are too slow and we can't wait for them so we can do what Travis wants to do or we can do what all the tech companies I invest in, want to do. And those are not mutually exclusive. Arbitrage doesn't care about the grid rules or the
Lynne Kiesling-Knowledge Problem
@knowledgeprob
Sep 2
Replying to @ArushiSF
I've come to a similar realization; last weekend at the IRLE distribution system workshop I argued that tensions with DERs & data centers were at the core the same problem: coordination. Another way of saying what you said.
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Arushi Sharma Frank
@ArushiSF
Sep 2
Tell me more about this fast lane
MockeryMinstrel
@mockerymage
Sep 2
Replying to @ArushiSF @nvidia and 3 others
Ah, common sense. Tell that to NESO's grid queue. 700GW waiting, yet data centres get the fast lane. Some citizenship.