← pool

⚡ Utilities are the biggest dollar short of the distributed-energy era

If homes go solar+storage (hyperscaler-funded) and commercial/industrial users build behind-the-meter generation, regulated utilities lose their rate base while stuck with grid capex and bond obligations — 'the single biggest dollar short, it's not clear when'.

Plays

Mention log newest first

Chamath energy 27% · n=22 · E258 (2026-01-17) · sentiment · strength 2 ▶ 30:19 SUPPORT

“I think the single biggest dollar short, it's not clear when, that one will be able to make, will be on these utilities ... all of a sudden you have private homeowners that are their own utility and then Friedberg, C&I being their own power utility, what do the utilities do? What does all this capex go to? How do they pay back their bonds? What happens to their rate base?”

Who built this conviction

each voice's total push on the score, in conviction points across every mention — supports and opposes · share = % of all mention-driven movement

Chamath 27%

1 scoring event · 100% of moves

+20.0 → net +20.0

⏳ decay drained -15.8 over the idea's life — that's time passing, attributed to no one

Score events