“We see energy generation becoming smaller, energy itself more storable. The spread between an electron delivered and an electron merely produced will widen.
In a way, we expect to see energy begin to behave more like data. As TCP/IP grew, you didn't want to lease time on a mainframe. You didn't want one tenuous cable connecting you to the world. You did not want to be a serf on someone else’s land. We believe that model is outdated, and that, more and more, people are going to be able to make and use and save their own energy. We think this shift will have substantial downstream economic effects, just like the internet did. This is the resource revolution."