The race for power is accelerating. Data centers, manufacturing, electrification, and renewables are driving new electricity demand at a time when the U.S. grid is already constrained by congestion, interconnection delays, aging infrastructure, and slow transmission buildout.

But while the need for grid investment is enormous, the biggest infrastructure problems don't necessarily make the best opportunities for innovation or venture investment.

In this session, Terra.do alum, Michael Lam, will share findings from his recent 39-page deep dive into the U.S. grid and explore:

• Why the grid is changing faster than it can handle
• Why building more generation alone isn't enough
• Why transmission is unavoidable, but can't solve today's timing problem
• How deliverability and speed to power can help identify high-impact solutions
• Where opportunities are emerging across grid-enhancing technologies, interconnection, node-level infrastructure, flexibility, monitoring, and resilience
• Why commercialization risk can exceed technical risk when selling into utilities
• What founders and investors should look for when evaluating grid technologies

The discussion will go beyond what technologies exist to examine what can actually be deployed, scaled, and move the needle on the grid.