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Decentralizing the Electric Grid

Andreessen Horowitz

Currently, we face a critical challenge: our electricity demands — expected to nearly double by 2040 due to factors like AI compute, reshoring , and “electrification” — are soaring, but our grid infrastructure and operations struggle to keep pace. We just need to scale reactor buildout. But we can’t just rely on nuclear power.

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SaaStr Podcast #342 with Zapier CEO Wade Foster

SaaStr

” Jason Lemkin: You do this at scale. And it’s probably a 10 million ARR business and it’s a really solid business. Yeah, it’s not a venture scale business and no one ever talks about these types of businesses, but they’re everywhere right now. Jason Lemkin: In like 2040?

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