The original call
Original year: 2019
2026 assessment
Scorecard verdict: Hit (mostly)
Hit on the big structure, with one piece still maturing. The distributed renewable architecture, the intelligent two-way grid, and the renewable cost collapse are all here. Vehicle-to-grid is real and graduating from pilot to product, the 2024 Sunrun, BGE and Ford program in Baltimore was America’s first residential V2G distributed power plant using the F-150 Lightning. Charging infrastructure did appear “everywhere.” The one piece running behind my language is “electrified roads,” dynamic in-road charging, which exists only as scattered demonstration projects rather than the everyday infrastructure my retrospective implied. Right thesis, one detail still ahead of the curve.