Regulatory design isn't a phase after the tech, it's a parallel discipline. They need to move on the same clock.
In my latest conversation with Oliver Kerr on Aurora Energy Research Energy Unplugged pod, we dive deep into why I run non-traditional venture: to build regulatory market rules at the same time as building companies. At Luminary Strategies, my approach isn't about hunting for existing value in a static market. It’s about building technical policy moats and actively opening the markets where next-generation power infrastructure can thrive. Gone are the days where "regulatory" is the washed up after-hours thought bubble of deep tech founder thinking. This is the front of the unlock, not the back. Any company building in power and energy that thinks otherwise, is going nowhere fast. In this episode, we dig into the foundation moat of SCED-enabled, load dispatch market design for speed to power in ERCOT. It's the bankable solution to flex at the site control, not compromise load, and the key to actually winning utility buy-in for data center flex. The episode covers the origin story, which is uniquely mine to tell. Key takeaways: ⚡ Constructing the Arena: Why private capital needs angels who build in energy/power markets while participating in equity & founder support. ⚡ Parallel Tracks: How driving technical innovation and shaping regulatory design simultaneously unlocks real commercial execution. ⚡ Beyond Traditional VC: Why venture backing in energy must align incentivized private capital with long-term public goods. Catch the full episode and read the commentary here: https://lnkd.in/gscaWCZn Special pod mentions: Emerald AI Agentic Infrastructure V-Wire Lane Dilg Bill Flores, CPA Sheldon Kimber & Luke Dunnington Tesla #Megapack The movie Frozen Jigar Shah