As an aging grid faces rising demand, increasing complexity, and more frequent stress events, one thing has become clear: we don’t just need more power, we need power that can show up at the right time, in the right place, and at the right price. What’s far less settled is how we get there. Should large energy users build their own power? Should they treat the grid as something to work around rather than work with? Or is there a way for new load to actively strengthen the grid by contributing capacity when it’s needed most?

This moment is being shaped by real market signals. Just two weeks ago, PJM, the largest power market in the U.S., cleared its latest capacity auction at the market cap yet again, underscoring how tight supply has become and how quickly affordability pressures are building. As data center demand accelerates, those pressures are no longer abstract, they’re showing up in prices, planning decisions, and who ultimately pays.

These questions have been a throughline for us this year on Watt It Takes. We’ve talked with founders working across the grid, from storage and interconnection to transmission and large-scale development. Today’s conversation brings many of those threads together.
Dana Guernsey and her team at Voltus are tackling that challenge at the intersection of demand and supply, turning customer-side flexibility into dependable grid capacity. Voltus sits between energy users and grid operators, aggregating flexible demand from sources like demand response, EV charging, batteries, and onsite generation, and translating it into dispatchable capacity that markets value and pay for. Voltus’s business model is a value-share: the company monetizes that flexibility in energy markets and shares the resulting value with the customers providing it.

Voltus operates across all major North American power markets, even in an industry where each ISO and RTO plays by different rules. Today, the company manages more than eight gigawatts of flexible capacity and supports tens of thousands of customer sites, with resources dispatched thousands of times each year.

On this last episode of the year, I spoke with Dana Guernsey, Co-Founder and CEO of Voltus. We talked about her journey, from growing up in Queens, New York and coming of age around 9/11, to discovering energy markets during her time at EnerNOC, to founding Voltus while starting a family. That path shaped how Dana thinks about complexity, customers, and reliability, and ultimately led her to build Voltus into a platform designed to help make clean, affordable, and reliable power something we don’t have to trade off against growth.

About Powerhouse Innovation and Powerhouse Ventures
Powerhouse Ventures backs seed stage startups developing innovative software to advance clean energy, mobility, and industry. If you are thinking about building something in this space, get in touch with our team.

Powerhouse Innovation is a best in class consulting firm, powered by the strongest energy innovation network, data and team in our industry. We partner with world's leading corporations, investors, and utilities to source and evaluate disruptive startups shaping the future of energy and industry.

To hear more stories of founders building our energy abundant future, hit the “subscribe” button and leave us a review.

​​As load growth pushes the grid to its limits, the energy transition increasingly depends on one technology: storage. Batteries are becoming the backbone of reliable, clean power, and according to a recent UBS analysis, AI-driven data centers are set to trigger a “boom cycle” for energy storage in the next five years.

As more clean energy comes online and global energy demand surges, batteries are proving essential to a flexible and resilient grid. But operating them is complex. Unlike wind or solar projects driven by long-term contracts, storage assets must constantly make decisions about when to charge and discharge, how to capture value across multiple markets, and how to stay profitable in an increasingly volatile energy system.

Michael Baker, Co-Founder and CEO of Tyba, is working at the center of this shift. His team builds the software that helps batteries make smarter decisions in real time, turning storage into a reliable and profitable part of the grid. Powerhouse Ventures is fortunate to be an early investor in Tyba, first backing them in their seed round in January 2023.

About Powerhouse Innovation and Powerhouse Ventures

Powerhouse Ventures backs seed stage startups developing innovative software to advance clean energy, mobility, and industry. If you are thinking about building something in this space, get in touch with our team.

Powerhouse Innovation is a best in class consulting firm, powered by the strongest energy innovation network, data and team in our industry. We partner with world's leading corporations, investors, and utilities to source and evaluate disruptive startups shaping the future of energy and industry.

To hear more stories of founders building our energy abundant future, hit the “subscribe” button and leave us a review.

At a moment when our country can feel deeply divided, and when progress on clean energy can feel uncertain, this month's guest — former U.S. Secretary of Energy and two-term Governor of Michigan, Jennifer Granholm — couldn’t be timelier.

It was the perfect moment to take stock of where we are as an industry. After years of historic progress, we’re now facing growing uncertainty about what comes next. The optimism that followed the passage of the Inflation Reduction Act, the Bipartisan Infrastructure Law, and the CHIPS and Science Act can feel harder to access — and yet gatherings like this live recording and New Dawn, our thousand-person sold-out annual party hosted the following evening, remind us how far we’ve come and how powerful it is when this community comes together.

Special thanks to this year’s New Dawn Terawatt sponsors, Silicon Valley Bank and Wilson Sonsini, for helping make gatherings like these possible.

For me, this interview was personal — and a bit of a full-circle moment. I’ve admired Governor Granholm for years. We first met over a decade ago, when she served as a judge for one of Powerhouse’s early hackathons, and even then, her conviction and optimism left a lasting impression.

Her legacy in public service is one of transformation — from rebuilding Michigan’s economy to reshaping the Department of Energy’s role in accelerating the clean energy transition. At DOE, Granholm led an unprecedented expansion of clean energy deployment and manufacturing, rebuilding supply chains, creating jobs, and helping position the United States as a global leader in the energy transition.

In a moment when federal leadership can feel disconnected from what our country truly needs for clean, abundant energy and lasting progress, Governor Granholm is a reminder of what grounded, forward-thinking, and empathetic leadership can achieve. I hope you enjoy this conversation as much as I did.

About Powerhouse Innovation and Powerhouse Ventures

Powerhouse Ventures backs seed stage startups developing innovative software to advance clean energy, mobility, and industry. If you are thinking about building something in this space, get in touch with our team.

Powerhouse Innovation is a best in class consulting firm, powered by the strongest energy innovation network, data and team in our industry. We partner with world's leading corporations, investors, and utilities to source and evaluate disruptive startups shaping the future of energy and industry.

To hear more stories of founders building our energy abundant future, hit the “subscribe” button and leave us a review.