320 karma · joined August 4, 2008
I do wonder if folks who say Tesla’s FSD works well and safely are simply lacking a self-preservation instinct.
I say this as someone in the energy industry who operates many renewable assets across the U.S., some in Texas, and participates in the markets. Texas is a power nightmare, worst in the country. Everyone in Texas is investing in desperate immediate need and toa lesser degree, future potential, but that potential isn’t here yet and the cost of wholesale power spikes to egregious levels regularly.
The utilities and ISO’s do not argue against this. They want to eliminate NEM 2.0 in favor of NEM 3.0 bc the difference in rates are to then be provided by alternative incentives such as battery pay-for-performance programs.
Disclaimer: I own an energy company that does C&I and Residential energy aggregation and participates in wholesale market energy supply and incentive programs.
Also, batteries come in several long-term flavors. Thermal sand batteries are able to provide many months of energy storage today. A mid-term future will surely include even longer term storage as we develop improved storage technology. LiPo batteries are a bridge storage solution.
Paying distributed generation export at retail rates or higher (DR, etc) makes plenty of sense because there are significant load, resiliency, and efficiency advantages to homeowners who are supposed to be the ones to benefit most from the grid.
Yes, they have to verify. Verification is necessary whether or not the component is sourced through a supplier or in-house. Verification happens after the sourcing step. And yes, you are criminally liable in the supplier case if your supplier commits fraud and you knew about it, as is the implication here.
I agree scoreboards are not a highly accurate ranking of model capabilities for a variety of reasons.
No one I know who is in battery tech for a living is writing off sulfur batteries as napkin-math-interesting only. I’m curious to know who you work with that believes otherwise in industry so assertively.