Back
“Batteries quietly eat the grid, getting installed everywhere behind the meter, so per-person battery stock keeps multiplying for years.”
Source
Dwarkesh PodcastYouTube“China is killing the US on energy. Does that mea…”44:22
“the answer is no, we're not totally screwed because batteries actually do the same job that the grid does... The grid transports power from one place to another... it's actually performing a spatial arbitrage... Now we have batteries. Batteries store power at one time of day and they release it at another time of day. So batteries are performing a temporal arbitrage”
Performance
Entry$46.00
Current—
Since call— pending
Confidence72%
How this was scored
Entry$46.00Aug 15, 2025 · 15:26 UTC · paste.trade
Horizonmulti-yearparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.