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This is like extrapolating from the first pilot nuclear reactors to the potential of what they could become: it's just hugely fallacious.

Only small pilots have been deployed because batteries are just getting cost competitive now for the first time, and utilities are super slow to pick up new technology. They're not used to living in a world where there is new technology, but they are slowly waking up.

It's going to be like digital versus film cameras. Once the critical cost threshold is crosses, they will scale like crazy. And batteries are trivial to scale to huge or small sizes. We could start putting them in all substations and massively increase reliability of the grid in addition to switching to 100% renewables. It's just a matter of cost, we know how to engineer and build them. With nuclear, it's a matter of cost, and we know how to engineer, but we don't know how to build or scale.




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