2026.01.02 | The Great Divergence: PJM Blackouts vs. $8B AI Wins

The power industry is fracturing as utilities face emergency load shed directives while the market simultaneously pours billions into grid AI. This episode analyzes the PJM load shed event that brought the region within seconds of disaster and explains why Kraken Technologies’ $8.65 billion valuation signals a historic shift toward grid software. We dive into the "Great Divergence" between rising utility rates for physical resilience and the "insatiable" power demands of the data center industry. Listen now to understand how policy delays and operational risks in Michigan and Colorado are shaping the grid conflicts of 2026.