901: Google Didn’t Buy Intersect for Solar. Here’s Why. | Sheldon Kimber
“This is not an offensive play. It’s a defensive play. It’s a must win.”
That’s how Sheldon Kimber describes AI for companies like Google.
If your business depends on organizing and serving information, AI isn’t optional. It’s existential.
And if AI is existential, power becomes strategic.
In this conversation — recorded before Google’s acquisition of Intersect Power — Sheldon lays out the durable thesis that led here:
The U.S. grid isn’t collapsing.
It just can’t scale.
Transmission is stalled.
Business models are misaligned.
Permitting reform won’t arrive in time.
So instead of waiting for…
The skinny
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