I actually think we should have more power plants, and we should generate a lot more power.

At the same time, it is not obvious that utility systems in communities are equipped to respond well to actors who are 1) not local 2) high growth 3) demand rapid deployment 4) are willing to spend flagrantly to move fast.

Put another way: should OpenAI be allowed to pay (say) 10x the going rate[1] for electricity in a region in exchange for being given the right to consume 90% of the electricity generated in that region? What principles should govern this balance and the acceptable price changes? How do those principles extend to determining who should cover CapEx for expansion? Does Texas need the 57 permanent jobs in Abilene that Stargate will generate so badly that millions of Texans should subsidize the richest startup ever?

1 - this is a hypothetical, but OpenAI's Stargate project in Texas is projected to cost multiples of the total assets of any of the large multi-state power generators in the country. None of the utilities are setup to engage with a buyer like that.