Daniel Batten
Daniel Batten|Sep 07, 2026 19:20
The test for who connects to the grid fast is becoming: "how much like a Bitcoin mining company are you?" Context: MISO (the mid-continent’s electric grid for 45M people, not the soy product that tastes good in soup) just filed new rules for anyone wanting 50 MW+ of grid power. They read like a Bitcoin miner's resume: 👀 Stay visible in real time 📈 Ramp predictably 🐎 Ride through disturbances 📴 And if you want fast-tracking, also accept being switched off when the grid is stressed. This matters because grid access is the bottleneck for the whole AI buildout. MISO might as well have said "if a portion of your AI power (1-3%) is Bitcoin mining, you'll get onto the grid faster than your competitors.(Daniel Batten)
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