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John Arnold: belief

4 Jun 2025 Conversations with Tyler John Arnold on Trading, Energy, and Evidence-Based Philanthropy

“The Northwest is talking about creating a new regional transmission organization, so there is more integration among states, but I think each of the RTOs probably stays independent over the long term.”

— John Arnold

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Speaker
John Arnold
Attribution
Verified speaker
Claim type
belief
Recorded
4 Jun 2025
Publisher
Conversations with Tyler

Transcript context

…In terms of governance, would you keep them independent? Or just have them economically more interconnected for better arbitrage? I think the nature of history is that these things are going to stay relatively independent. You’re going to have the RTOs and ISOs that you have today, generally. The Northwest is talking about creating a new regional transmission organization, so there is more integration among states, but I think each of the RTOs probably stays independent over the long term. The long-term energy and electricity outlook — as you know, the demand for data centers is way up, AI has been arriving. How are we going to accommodate all that? I live near Loudoun County. They’re putting restrictions on data centers. How are we going to do 3x, say, on the grid, over time?…

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