Live in San FranciscoClimate Week 2026
The Story of the Grid
Ben Eidelson and Anay Shah with Nat Bullard (Halcyon), recorded live in San Francisco.
About this panel
A live walk through 140 years of the US grid — from Edison and Insull inventing the utility, to the New Deal fiefdoms that carved up the map, to the flat-demand decades that let the machine quietly age. Then the turn: AI-driven load growth is the first real demand shock in a generation, and the grid we inherited was not built for it. Ben Eidelson and Anay Shah of Stepchange are joined by Nat Bullard of Halcyon to work through what that history tells us about what happens next.
Speakers
- Ben EidelsonCo-founder, Stepchange
- Anay ShahCo-founder, Stepchange
- Nat BullardHalcyon
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