I looked briefly through their site:
- Heavy on partnerships and ambition. Which is a good thing.
- Light on technical details and implementation.
- Hinting at former hype (blockchain) and current (AI)
But for me the biggest concern is development of a "new" decentralized protocol. IMHO there are enough protocols around to choose and pick from and help moving them forward instead of making one from scratch.
Don't know if it's really feasible but for scaling (just like in computing and datacentering etc) we need more standardization for a smarter grid I guess then now AND make it "Plug & Play" AND sometimes other legislation so the required expertise to install and configure comes down and you are allowed to do so in a safely manner.
One example here in NL is HomeWizard home battery because it's just max 800W one can just plug it in. (In order to have more in one appliance we need other compliance regulation)