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A New Breed of Power Company

机译:电力公司的新品种

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In a conference room with a sweeping, floor-to-ceiling view of the snow-capped Wasatch Mountains, Todd Pedersen, chief executive officer of Vivint, sips cold-pressed juice and explains how the home security company he founded in 1999 has gotten into the electricity business by plugging into rooftop solar and digital energy management. "It helps," he says, "that we're competing against an industry that isn't particularly evolving." Based in Provo, Utah, Vivint is in the vanguard of tech, cable, and phone companies, including Google, Comcast, and AT&T, that are challenging the 100-year-old regulated utility model. Their digital portals into millions of U.S. homes are becoming back doors to the roughly $400 billion retail power market. "The battleground over the next five years in electricity will be at the house," says David Crane, CEO of NRG Energy, whose company has made large investments in solar and is facing off against established utilities. "When we think of who our competitors or partners will be, it will be the Googles, Comcasts, AT&Ts who are already inside the meter. We aren't worried about the utilities, because they have no clue how to get beyond the meter, to be inside the house."
机译:Vivint首席执行官Todd Pedersen在一个会议室里,从地板到天花板可以一览无余的白雪皑皑的Wasatch山脉,饮冷榨果汁,并解释了他于1999年成立的家庭安全公司如何融入其中通过插入屋顶太阳能和数字能源管理来实现电力业务。他说:“这很有帮助,我们正在与一个发展不特别的行业竞争。” Vivint总部位于犹他州的普罗沃,是科技,电缆和电话公司的先锋,其中包括谷歌,康卡斯特和AT&T,这些公司都在挑战具有100年历史的受管制实用新型。他们通向数百万个美国家庭的数字门户正成为大约4,000亿美元零售电力市场的后门。 NRG能源公司首席执行官戴维·克兰尼(David Crane)表示:“未来五年的电力战场将在家里。” “当我们想到竞争对手或合作伙伴将是谁时,将是电表内部的Google,Comcasts和AT&T。我们并不担心公用事业,因为他们不知道如何超越电表,在屋子里。”

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