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Santiago Santos, Jason Badeaux, Mahesh Ramakrishnan, and Connor Lovely explore the intersection of politics, technology, and the future of energy infrastructure. The conversation begins with reflections on New York politics and the power of authentic storytelling before shifting to the energy crisis, rising electricity prices, and the misalignment of traditional utility models. Jason discusses Daylight’s mission to decentralize energy markets, empowering individuals to participate in energy production and finance through distributed energy resources and tokenized financial products. The hosts draw parallels between marathon running and long-term commitment, contrasting this with modern shortcut culture, while examining how AI, electric vehicles, and DeFi are reshaping energy demand and financing. The episode offers insightful commentary on innovation, capital markets, and the future of sustainable power.

Timestamps:
00:00 - Introduction
01:45 - New York City Challenges
02:30 - The American Dream Debate
04:55 - New York Marathon
07:51 - DePIN and Daylight Announcement
08:25 - Electricity Pricing Issues
11:01 - Infrastructure Challenges
12:36 - Market Dynamics and Demand Growth
13:53 - Daylight App Features
15:32 - Distributed Energy Resources
17:42 - Future of Energy Prices
19:22 - Australia's Solar Market Success
22:55 - Customer Uptake and Market Expansion
25:46 - Tokenized Yield Products
27:43 - Capital Market Dynamics
29:27 - Duration Risk Management
31:09 - Quality of Underwriting in Solar Loans
33:38 - Daylight Pitch to Traditional Allocators
35:09 - Market Size and Opportunities
40:45 - Potential Collaboration with Base Power
47:23 - Challenges and Risks in the Token Market
50:44 - Speculative Capital & Revenue
54:08 - Helium's Market Position and Comparisons
56:35 - On-Chain Revenue and Governance Dynamics

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.