246 sats \ 4 replies \ @fiatjaf 25 Sep 2022 \ on: Distributed Charge - GRID bitcoin
This is super interesting, probably the best Lightning project I've seen ever, but it also looks so difficult to get going. Maybe you'll need a big team of marketeers paid for with VC money.
+1
Except, "VC money", or...just couple of bitcoin angel investors who also happen to want to be customers. I think that's more likely.
There must be regions where the governments control the energy grid and prices, such that there would be easy arbitrage in price and quality of service.
For instance, lots of places have common rolling outages, so EVERYBODY has to maintain independent generators. There are also places where the price of energy is regulated, so if you can produce power cheaper, boom!
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VC money is interested in anything that will make money. If things like go-to-market, unit economics, UX can be figured out reasonably well, I don't think this would have much of a problem getting VC money. The total addressable market is huge - every home/business, every electric car, etc.
Go-to-market for this is not trivial though. What is the Uber black cars in SF equivalent to this?
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The difficulty is big for sure. It's
- a double-sided market
- a hardware product that both market sides need
- uses niche money
The best way to get anything going though is to look for people that need this the most. Perhaps it is electric car owners looking for cheap energy.
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Distributed Charge was started with the electric car charging application in mind. More information about that can be found here: http://andyschroder.com/DistributedCharge/ . In addition to car charging, landlord-tenant situations are another good application, whether these be residential, commercial, or industrial tenants.
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