Brandon Owens
The Grid’s New Blind Spot: Why Demand Volatility May Be the Next Frontier in Rate Design
The IEA’s Electricity 2026 Meets AI: What the World’s Top Power Outlook Says—And What It Doesn’t
Leadership After the Illusion: Why AI Forces Energy to Redesign Authority
When AI Agents Talk to Each Other: What the Electric Power Grid Reveals About the Next Phase of Intelligence
What This Conversation Leaves Out: Why Artificial Intelligence Is Being Imagined Without Its Most Important Constraint
Elite AI debates assume intelligence will scale smoothly, but they omit the central constraint: electricity. As AI becomes agentic and self-accelerating, the grid—not the model—will decide what actually scales.
Artificial Intelligence Has Entered the Grid—Quietly: What U.S. utilities are doing with AI—and why scale remains constrained
U.S. utilities are adopting AI cautiously—piloting tools for forecasting, reliability, and large-load management while avoiding autonomous control. The constraint isn’t technology, but governance, data, regulation, and risk tolerance.