Track A — Energy & AI Infrastructure
Renewable O&M is the next great enterprise software market — and the incumbents are going to miss it.
The renewable industry has spent twenty years building assets and almost no time building the software to operate them. The existing players are dashboards. The next layer is agentic. Why this matters now, what changes for asset operators, and the three-year window before category consolidation closes.
Forthcoming
This essay is in progress. It will be published when it is something Tom is willing to defend in person.
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