Let's face it, if you are in an industry where Google is pouring billions of dollars of capital, then there is probably something structurally wrong with the way you are doing business. That is where the utility space is right now, and Google isn't the only ones doing it, either. AT&T and Comcast -- companies you would never expect to be involved in energy -- see a major opportunity becoming your electricity provider, and are teaming up with wholesale power generators like NRG Energy (NRG 1.93%) to make it happen.

If that wasn't enough, the threat of distributed solar from leasing companies, such as SolarCity (SCTY.DL) and SunPower (SPWR -8.41%), are slowly cutting away at the need for centralized power generation. Find out why these trends should terrify utilities and how investors can avoid the pitfalls of one of the biggest changes to American energy by tuning into the video below.