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🔋 In 1903, a banker told Horace Rackham "cars are a fad—horses are here to stay." Rackham ignored him, invested $5,000 in Ford Motor Company, and walked away with $12.5 million 16 years later. We're living through another 1903 moment right now. Except this time, it's not automobiles—it's electricity. In this fireside chat, Glenn Marshall and I explore the exponential disruption happening in energy that most people aren't seeing yet. The data is stunning: ⚡ BATTERY COSTS COLLAPSED: → 2010: $1,200/kWh → 2024: $115/kWh (91% decline) → 2024 alone: 40% drop (largest single-year decline in history) → 2025: $108/kWh (stationary storage: $70/kWh) ☀️ SOLAR COSTS PLUMMETED: → Global average: $43/MWh (2024) → 91% cheaper than 2010 → 41% cheaper than ANY fossil fuel → Some regions (China, Middle East): under $35/MWh 💡 GRID PARITY ACHIEVED: → Solar generation: $43/MWh → Battery storage adds: ~$33/MWh → Total dispatchable solar: $76/MWh → Natural gas combined-cycle: $76/MWh → Solar + battery now delivers "anytime electricity" at the same cost as fossil fuels 🏠 YOUR ELECTRIC BILL TRANSFORMATION: → Current bill: ~45% generation, ~55% delivery → With rooftop solar + battery: Generation cost → ~$0 → You pay only for grid connection (like your internet service) → $200/month bill → $40-60/month (70-80% savings) 🇺🇸 THE TEXAS LESSON: Glenn explains how Texas accidentally became the renewable energy leader through one simple policy: competitive procurement. Let the cheapest technology win—no favoritism, no protecting legacy assets. In 1997, coal won. By 2010, natural gas won. Today? Solar wins because it's the cheapest. ⚠️ THE UTILITY DEATH SPIRAL: We discuss the uncomfortable truth about traditional utility business models and why the "sell kilowatt-hours" approach is breaking down. This isn't speculation—it's happening now in California, Hawaii, and parts of Europe. 🚀 THREE LESSONS FOR LEADERS: 1. Exponential change looks linear until it doesn't 2. Regulatory structures either enable or kill disruption 3. Business models must evolve faster than technology ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🔗 RESOURCES: ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📊 Data Sources: → BloombergNEF Battery Price Survey 2024-2025 → IRENA Renewable Power Generation Costs 2024 → Ember: "How Cheap is Battery Storage?" (December 2025) → Lazard's Levelized Cost of Energy Analysis → EIA: Electricity Price Component Analysis ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📚 RELATED EPISODES: ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ → Episode 150: Top-Down vs Bottom-Up: Two Transformation Methods, Same Result: https://www.youtube.com/live/NkPHbW0v... → Episode 146: Why 75% of Innovation Fails: From Addiction to $M Exit | David Greer: https://www.youtube.com/live/sj_S8cyI... → Episode 139: The 5th Industrial Revolution: Why 40% of Jobs Will Disappear: https://www.youtube.com/live/aDoRs6ed... → Episode 128: Robots Do Tasks, Humans Create Meaning: Reimagining the Future of Work: https://www.youtube.com/live/TeEYgiMf... 🎧 View Full Playlist: The Meridian Point: • Disruption and Innovation ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 👥 ABOUT: ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Kumar Dattatreyan is the Co=founder of Agile Meridian and co-creator of The Disruptor Method™. He helps Fortune 50 companies and scaling organizations turn disruption into competitive advantage through top-down leadership alignment and bottom-up capability building. Glenn Marshall is a transformation expert with deep experience in organizational change, energy markets, and disruptive innovation.