01
The bottleneck moved upstream.
Large-load projects are no longer constrained only by chips, capital, or customer demand. The harder question is whether power can be contracted, permitted, delivered, and operated fast enough for the pace of compute and industrial expansion.
02
Speed is an economic variable.
A project that waits years for interconnection loses customers, capital efficiency, and strategic relevance. Speed to Power turns power availability into an executive operating metric, not a back-office utility detail.
03
The answer is not one resource.
Generation, load flexibility, market design, batteries, transmission, on-site systems, and software all matter. The Rethink frame is built around AND solutions rather than a single-resource argument.