Nothing really earth shattering was announced that hasn't already been speculated, and my suspicions have been confirmed!
When asked about the cost-competitiveness of the boxes to conventional grid power, Sridhar said his current customers were paying 9-10 cents per kwh. However, when pressed whether or not that included incentives he merely answered that the price was the cost and all his customers were in California. Basically, yes without saying yes. The boxes as of now only make sense when they're discounted 50%.
They are also 10 years away from being solar powered. Sridhar claims that the market simply doesn't support the cost of the configuration yet.
All in all I'd say the technology is promising and interesting, but they didn't deliver as much as many hoped for the amount of fanfare and venture funding they've received.
Their website is fully up and running now, go check it out. The blogosphere as buzzing about Bloom Energy being the Apple Computers of energy. I was thinking more like the Google of energy. Oh, wait.... that's what it is!
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