Utilities are drowning in paperwork long before a repair crew ever leaves the yard. Aarya Borele, co-founder and CTO of Evardi Energy, walks John and Bobby through outage requests getting rejected a day out, FERC 881 pushing line ratings from seasonal to hourly, and why 95 percent accuracy is a failing grade when the lights are on the line. Also in here: the grid as cloud infrastructure, Griddy's flameout, and a 49ers conspiracy theory involving a substation.
Click here to watch a video of this episode.
0:00 Agents, VMs and running everything at once
3:26 Back in the studio
4:34 What Evardi does
5:45 Uri and the incentive problem
10:28 When the ISO rejects your outage
12:35 How the grid actually works
15:02 FERC 881 and hourly line ratings
17:46 Where Evardi fits in
21:37 Blackouts in India and Kenya
25:28 The grid as cloud infrastructure
30:17 Griddy and the wholesale gamble
33:45 The stack, compliance and weather models
37:40 Accuracy in critical infrastructure
40:22 Jargon, bad data and context
45:56 Models, local hosting and token costs
55:29 The 49ers substation theory
57:13 Speed round
1:05:38 Physical AI and robot ducks
1:11:25 Paying attention in a granola world
1:14:09 The ask
https://twitter.com/collide_ai
https://www.tiktok.com/@collide.io
https://www.facebook.com/collide.io
https://www.instagram.com/collide.io
https://www.youtube.com/@collide_io
https://bsky.app/profile/collide-ai.bsky.social
https://www.linkedin.com/company/collideai
Click here to watch a video of this episode.
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Apply today at collide.io
0:00 Agents, VMs and running everything at once
3:26 Back in the studio
4:34 What Evardi does
5:45 Uri and the incentive problem
10:28 When the ISO rejects your outage
12:35 How the grid actually works
15:02 FERC 881 and hourly line ratings
17:46 Where Evardi fits in
21:37 Blackouts in India and Kenya
25:28 The grid as cloud infrastructure
30:17 Griddy and the wholesale gamble
33:45 The stack, compliance and weather models
37:40 Accuracy in critical infrastructure
40:22 Jargon, bad data and context
45:56 Models, local hosting and token costs
55:29 The 49ers substation theory
57:13 Speed round
1:05:38 Physical AI and robot ducks
1:11:25 Paying attention in a granola world
1:14:09 The ask
https://twitter.com/collide_ai
https://www.tiktok.com/@collide.io
https://www.facebook.com/collide.io
https://www.instagram.com/collide.io
https://www.youtube.com/@collide_io
https://bsky.app/profile/collide-ai.bsky.social
https://www.linkedin.com/company/collideai