Luminary Strategies
Arushi Sharma FrankLuminary is a venture studio that paves the way for energy & AI technology to actuate faster.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 44 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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luminarystrategies.substack.comLatest Issues
Grid Assets, Data Centers, and Your Call to Action
Video Introduction: Speed to Power
explains Data Centers as Grid Assets.
Talk begins.
Good morning.
The speech you watched is our former U.S. Energy Secretary at BloombergNEF’s 2026 Annual Summit in California—it was at the time, a pred...
The Texas Earthshot for AI Loads
🏛️ Yesterday in DC, I taped for the Earthshot Foundation’s #GRIDIRON Finale. I shared ‘ work enabling #gridutilization in Texas.
Embracing the #Terranaut mission statement allows me to build identity with others who know that “speed t...
Launching the Texas Virtual Power Plant Revolution
May 27, 2026 Update:
Last week, the ERCOT Technical Advisory committee approved the updated Governing Document for the ADER program, v3.3. Find the materials here.
In October, visit Austin. You’ll find me on a Latitude Media s...
How REITs and Energy ERP Suites can be Grid Edge Hacking Buddies
REITs and Energy ERP software companies are a superpower duo: they could turn underutilized commercial distribution nodes into programmable compute fabric for the AI revolution.
Key Terms in Context:
Cracking ERCOT’s Co-Location Code: Inside the New WLPUN Construct
Why your 1,200 MW generator might only get you 500 MW of load, how "allocated load" isn't a firm right, and the NOGRR282 strategy.
This article is about Load Wars.
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Luminary Strategies.
| Subscribers | Engagement | 69 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
This is a strategic venture studio. It invests in actuation of a defiant mission statement; everything must work better. We are now transcontinental, and, operate inside academic, scientific, tech, hardware, & software spheres.
Frequently Asked Questions
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