There’s a physical bottleneck I don’t see many of us talking about: Energy.

Even big tech can’t scale intelligence without electricity.

And yet, the global grid is aging, congested, and blacking out more than ever. The US added more electricity demand last year than the entire 1990s.

AI demand is scaling exponentially but the grid isn’t.

So what actually fills that gap?

I recently went deep on @fuseenergy, which is rebuilding the grid from both ends, generation and coordination.

Founded by ex-Revolut execs, they’re building a full stack energy layer:

- Own solar farms, retail licenses, trading stack

- Built a real-time billing engine with 30-min usage data

- App-controlled energy flows for EVs, solar, thermostats

- Already live with 50K+ UK customers

- $100M raised

- $100M annual revenue

Crypto-native as a decentralized grid coordination layer on #Solana, but not in the way most of CT thinks.

You can plug in your EV, solar, or smart thermostat → reduce load when the grid’s strained → earn $ENERGY.

$ENERGY is designed like internet-native grid credits programmable, redeemable, and deflationary out to 2050

And it comes with the flywheel:

→ Energy demand explodes (AI, EVs, electrification)

→ Users coordinate demand via token incentives

→ Grid gets stabilized without reliance on dirty peaker plants

→ $ENERGY gets redeemed → tokens get burned → deflation

They own both the supply side and the incentive layer, with real-time usage, live installations, and a plan to tokenize 1TW of demand across homes.

Funds like Multicoin, Accel, Lowercarbon, and even @aeyakovenko are backing this on the thesis that if AI eats energy, Fuse makes energy programmable.

I see big funds lining up on this, reading the AI wave colliding with the grid crisis the same way they spotted NVDA in the first wave of AI.