Question 1:
(The Speed vs. Scale Angle):
David, Glow is doing amazing work funding new solar farms to get them over the finish line. But building new farms takes time, permits, and land. At GridPay, we're tapping into the thousands of home batteries that already exist on the walls of Texas homes right now. Do you see residential battery aggregation as a competitor to utility-scale DePIN, or is it the puzzle piece that balances the grid while you guys build the base load?
Question 2:
(The Data & Oracle Question)
You guys use DePIN to verify that new green energy is actually being created. We do something similar—we mint a token for every real kWh of solar surplus a home exports to the grid. The hardest part is always the oracle—getting the data from the physical meter onto the blockchain without it being spoofed. How is Glow solving the hardware oracle problem for these solar farms?
Question 3:
(The Capital Question):
Glow raised $30 million from Framework and USV to scale this vision. That’s massive validation for energy DePIN. We’re currently bootstrapped with 19 live Texas homes and our own smart meters. When you were pitching USV and Framework on putting energy on a blockchain, what was the 'aha' moment where they finally understood why this couldn't just be a Web2 database?