We don't have an energy generation problem. We have a delivery problem and every year states throw away terawatt-hours of clean power they can't store. In this "AI Meets the Physical World" series episode, Anurag Kamal, co-founder and CEO of ElectricFish, joins Rohit Yadav to explain how a network of 400 kWh batteries at gas stations could decouple charging speed, and the grid's worst peaks, from the limits of the grid itself.The conversation ranges across distributed battery storage, extreme-fast EV charging, peak-load management, grid services, capital structure, China-vs-US hardware, and the coming shift toward distributed compute.ElectricFish is building a new, two-way electrical grid out of a decentralized network of community-scale batteries. Each unit is a 400 kWh system — sitting between a home battery and a utility-scale one — that packs storage, a fast charger, and control software into a single box, deployed at gas stations to deliver extreme-fast EV charging while acting as a flexible resource for the local grid. It assembles and tests systems in the Bay Area while preparing to scale manufacturing in the Midwest, and unveiled its flagship product at CES 2026 — a useful backdrop for a conversation about turning ubiquitous gas stations into "energy stations."Whether you are a founder, operator, investor, or simply curious about where physical AI and the energy transition intersect, this episode will sharpen how you think about distributed storage as the layer that decouples charging speed — and grid demand — from the limits of the grid itself.Chapters:00:00 — Introduction: the "AI Meets the Physical World" series00:35 — What ElectricFish is: a decentralized grid of 400 kWh community batteries01:35 — The grid as the rate limiter: is distributed storage the new clean-tech story?02:17 — Not a generation problem, a delivery problem — and the waste of curtailment05:35 — From "clean tech" to "energy tech," and the architecture landscape06:36 — Why mobile and co-located batteries struggle to scale09:48 — The scalability thesis in the consumer segment10:00 — "Not an EV charging company": the energy station and everything-in-one-box14:01 — Decoupling charging speed from the limits of the grid14:18 — Planning for four worst hours a year, and a trillion upgrade bill18:23 — Beyond EV charging: balancing the grid and where the moat lives19:59 — Complexity vs. revenue, and grid services as "a hedge fund of energy"24:54 — The three revenue streams, and which customers to chase26:02 — Picking a niche: autonomous fleets, depots, and gas stations27:51 — China hardware, US manufacturing, and the software edge30:24 — Capital structure: venture capital, project finance, and grants32:11 — The distributed compute bet and the "missing middle"33:58 — Closing thoughtsLinks:Anurag Kamal: https://www.linkedin.com/in/anurag-kamal/ElectricFish: https://electricfish.co/Rohit Yadav: https://www.linkedin.com/in/rohityadav23/Newsletter: https://yadavrohit.substack.com/