Move fast and break things? Not at utilities. More like move slowly and keep the lights on.

Utilities have a reputation for being slow to innovate and adapt. Where does that come from? Well…they’re highly regulated, they’re used to financing investments with a guaranteed rate of return, and they’re on the hook for BIG bills if innovation goes south.

All those realities contribute to the capital bias in energy—the inefficient phenomenon in which traditionally regulated utilities are incentivized to favor capital-intensive investments over cost-effective operational expenses (read: tech advancements). Simply put? More trillion-dollar poles and lines, fewer million-dollar demand response programs, for example.

It’s not a permanent problem, though. Utilities can get faster in meeting the demand moment…and today on Piloting the Future, we explore exactly how they’re going to keep pace with the hyperscalers outspending them on innovation by leaps and bounds.

Today’s guests: Dr. Elizabeth Cook, VP of Technical Strategy at AEIC, and Ken Silverstein, Senior Contributor at Forbes. They join Kim and Lee in a deeply insightful, forward-thinking conversation about breaking through gridlock by overcoming this capital bias to determine who will own the power future: utilities...or Big Tech?

Don’t miss this first episode of our Gridlocked miniseries—building the grid of the future requires taking some risks…safely. And this week, we’re exploring how that becomes possible.

Who will power the AI future?

Welcome to the Energy Central Podcast Network—your ultimate resource for the biggest ideas, boldest perspectives, and best insights from across the electric power industry.

We publish…

Power Perspectives. From CEOs of major utilities to founders of energy tech startups pushing the envelope, Power Perspectives curates the news, thought leaders, and big picture conversations most important to modern power professionals—every week on Tuesdays, hosted by Jason Price and Matt Chester.

Piloting the Future. Hosts Kim Gergen and Lee Krevat go deep with the leaders, innovators, and forward thinkers responsible for not just imagining where our power future is headed…but building it day by day.

The GISt. This action-packed limited series demystifies the rapidly evolving world of Geographic Information Systems through focused, expert-led deep dives into the most future-defining GIS topics.

And there’s even more to come.

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