Power Prices, Grid Intelligence, and the Future of Energy with Dave Easton (Generation IM) and Sean Kelly (Amperon)

Electricity has become one of the defining economic and political issues of our time. In this episode, Brynne Kennedy and Chris Skidmore unpack the growing pressure around power prices in the US and UK, the urgent need for grid modernization, and why on-site generation, storage, and smarter forecasting are becoming essential as demand surges.

They are joined first by Dave Easton, Partner on the Growth Equity Team at Generation Investment Management, who explains how Generation’s research-led “roadmap” approach helps identify where value will accrue across sustainability themes before the market fully catches on. He shares why the collision between AI and energy has been visible for years to those paying attention, why sustainable investing is simply best-practice investing, and why the next decade could create more opportunity in energy technology than the last hundred years combined.

In the second half, Sean Kelly, co-founder and CEO of Amperon, explains how his Houston-based company built an AI-powered electricity forecasting platform now operating across 24 countries. Sean shares how Amperon helps traders, utilities, and grid operators navigate a more volatile, renewable-heavy power system through better demand, generation, and price forecasting — and why AI-driven forecasting is becoming critical infrastructure in its own right.

From electricity prices and storage to AI adoption and grid reliability, this episode explores the technologies, business models, and investment themes shaping the future of energy.