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Our core belief within our climate thesis is that we are experiencing a once-in-a-lifetime inflection point of the grid, the development of a distributed energy economy. While the grid has long operated like an industrial supply chain for much of the last century, the explosive growth of internet-connected energy devices (also known as Distributed Energy Resources or DERs) is demonstrating an adoption curve that outpaces the growth of users on the internet from 1990-2020. This inflection point represents limitless possibilities for how we use, consume and manage energy.