The original call
Original year: 2015
2026 assessment
Scorecard verdict: Hit
Hit. The whole language of the industry has shifted to “Energy-as-a-Service,” prosumers, and the “un-utility.” Meanwhile rooftop solar, home batteries, and community microgrids have peeled customers and kilowatt-hours away from incumbents exactly the way streaming peeled listeners away from labels. The “personal energy infrastructure management” era I described in that same interview is the lived reality of millions of homes now.