USV · 27 March 2025 · Investment Thesis

The DC Revolution Will Not Be Centralized

USV

The AC grid, built for 19th-century needs, wastes 20–40% of energy through repeated DC-AC conversions in modern solar, EV, and data-center systems. Edison was right about DC's efficiency; modern technology now makes a grassroots shift to DC microgrids viable and necessary.

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Topics: Energy & Climate

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