The original call
Original year: 2016
2026 assessment
Scorecard verdict: Hit
Hit. Smart meters, IoT sensors, and AI-driven analytics are now standard in grid modernization. Power and data flow in both directions, distributed energy resources feed back into the system, and “load balancing in real time” is a job the grid does today. I also said in that piece that Moore’s Law was coming to renewables, and that the cost of solar would behave like the cost of computing. It did.