HeyJaredTeach What I Know - Energy & Policy Learning w/ Arushi
A single home for writing, research, advocacy, and teaching tools I have developed in my career as a US and global energy markets, systems compliance and design, and regulatory advocacy professional. Add me at www.linkedin.com/in/arushisharmafrank
- Indexed issues, last 90 days
- 6
- Latest publication
- Sep 15, 2026
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- Earliest in this view
- Jul 26, 2026
Latest issues
The Chakra of Electron Arbitrage (opens the original)
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This is one of those pieces where the teaching work and the investing work finally collapse into the same picture: long overdue, and much appreciated, Oh Patient Ones. Okay. So a few weeks ago while prepping for Rebellionaire with Matt Smith, I wrote on X that I no longer need “DER” language to explain what I am doing. The category had become too small for the thing I was trying to describe, which I have actually been working on moving into commercial reality since 2020. Batteries move energy th
Beyond the Wires: Compute Arbitrage in Space and Time (opens the original)
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<img alt="" class="sizing-normal" height="772" src="https://substackcdn.com/image/fetch/$s_!LabG!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2f96fb1a-c182-4c09-b224-b1
Architecting the AI Grid: Live from CIGRE Paris & Rethink Electricity Executive Forum (opens the original)
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<img alt="" class="sizing-normal" height="1092" src="https://substackcdn.com/image/fetch/$s_!Udcz!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F49f853d6-9ffb-49e8-abbc-39e838c74436_4000x3000.
Base Power’s Illinois Move, ERCOT PCLR, and the New Market for Non-Firm Grid Access (opens the original)
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The Power Grid "Headroom" Paradox and Real Limits on Batteries Paired with Data Centers (opens the original)
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Introduction: The Twentieth-Century BottleneckFor most of the early cloud computing era, the fundamental gating factor on data center capacity was compute supply—specifically, how many GPUs an operator could procure, rack, and cool. The artificial intelligence expansion flipped that paradigm on its head, moving the primary constraint upstream to power, and more precisely, to *time-to-power*.When xAI needed immediate grid access for its Colossus supercomputer in Memphis in late 2025, it bypassed
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