Storage

topic on 8 shows · 23 statements across 21 episodes

the Y Combinator Startup Podcast More or Less American Optimist No Priors Catalyst the Green Blueprint the MAD Podcast the a16z Podcast

23 statements about Storage, every show

MORE OR LESS Assertion Not checkable as stated
Dave Morin claims technology storage hardware is completely sold out worldwide
“Storage all the way up and down the stack is, like, sold out worldwide.”
Dave Morin May 1, 2026 ▶ 43:12 Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning · More or Less Podcast
NO PRIORS Prediction Not checkable as stated
Dell: Solar and storage will define the next 50 years of energy
“And it seems pretty clear now that based on where the cost curves are going, the next five decades of energy are going to be defined by solar and storage.”
Zach Dell Oct 15, 2025 ▶ 1:58 No Priors Ep. 136 | Base Power CEO and Co-Founder Zach Dell
NO PRIORS Opinion
Dell: Cheap solar and storage will make nuclear economics unviable
“My opinion is that the rate of solar deployment will go up so fast as the costs continue to go down that it might just not matter. That we'll have so, it'll be so easy and low cost to deploy solar and storage that the economics of building nuclear reactors jus…”
Zach Dell Oct 15, 2025 ▶ 13:50 No Priors Ep. 136 | Base Power CEO and Co-Founder Zach Dell
CATALYST Assertion Not checkable as stated
O'Neill: Regulatory red tape prevents deployment of ready low-cost clean energy
“Talking with our member companies who have low-cost resources that they're ready to build, You know, whether it's large-scale wind, solar, storage, and the like, and they're not able to deploy, right? They are tangled in red tape, they are stuck in line”
Heather O'Neill Oct 6, 2025 ▶ 11:27 Frontier Forum: A new playbook for clean energy growth
CATALYST Assertion Supported
Waters: U.S. energy storage is projected to reach 170 GW by 2033
“It's expected, just to give you a broad number, by 2033, the market is projected in the U.S. To hit about a 170 gigawatts of storage.”
Jeff Waters Apr 23, 2025 ▶ 6:18 What’s next for the battery storage boom? [partner content]
GREEN BLUEPRINT Assertion Supported
Dan Shugar: Solar and storage were 84% of 2024 grid capacity additions
“Then, a few days ago, the report came out that in twenty-twenty-four, we just saw the latest data. Solar and storage account for 84% of the capacity added to the grid.”
Dan Shugar Mar 26, 2025 ▶ 29:06 Nextracker's blueprint for 100 gigawatts of solar trackers
CATALYST Insight
Chiang: Electrochemical plants require intermediate storage built in from day one
“The ability to, you know, run processes continuously downstream of that, that is where having some form of storage, I think, is, is important. That's what you have to think about doing from day one.”
Yet-Ming Chiang Mar 13, 2025 ▶ 22:59 An ode to electrochemistry
CATALYST Assertion Supported
Bullard: US energy storage investment now surpasses wind investment
“Solar is just on its way up. You know, it's more than forty billion dollars in the trail in 12 months. And storage now invests more than wind does in the States.”
Nat Bullard Feb 6, 2025 ▶ 5:10 More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
CATALYST Opinion
Janus: Powering Gigawatt-Scale Data Centers with Solar and Storage Is Not Feasible
“You're not going to put solar in storage to supply a 500 to gigawatt, 500 megawatt to gigawatt scale data center. I mean, it's just not feasible.”
Brian Janous Jun 13, 2024 ▶ 28:15 Under the hood of data center power demand
CATALYST Insight
Jaramillo: Buffering transmission lines with energy storage increases their utilization
“Having storage, you know, the ability to buffer at one end or both ends makes that even more a highly utilized resource.”
Mateo Jaramillo Dec 14, 2023 ▶ 38:46 What do you do with a 100-hour battery?
GREEN BLUEPRINT Prediction Not checkable as stated
Wesoff: Ultra-cheap solar and storage may make advanced nuclear concepts obsolete
“We're gonna have amazingly cheap, abundant solar. Combined with storage, we may not need all of these advanced energy ideas.”
Eric Wesoff Dec 12, 2023 ▶ 47:16 Making sense of advanced nuclear’s stumbles
CATALYST Assertion Supported
Hade: Four components comprise most microgrids deployed today
“Solar storage, switchgear, and dispatchable generation assets, and some combination of those come together to, you know, create most microgrids that are being deployed in the market today.”
Tim Hade Oct 26, 2023 ▶ 10:48 The market for microgrids
CATALYST Assertion Partly supported
Houser: Solar, storage, and EV sales are growing 15% to 40% annually
“Solar and storage, mostly, and then EV sales, and they're, you know, both are growing at like, you know, 15 to 40% a year, so really rapid growth, not the kind of triple-digit growth that we're seeing in manufacturing or in some of the emerging climate tech bu…”
Trevor Houser Oct 12, 2023 ▶ 22:34 How is U.S. industrial policy affecting actual climatetech investment?
CATALYST Prediction Held up
Lubbershane: EV chargers paired with storage will see widespread adoption
“And I really believe that's a category we're going to see a lot more of and already are starting to see pop up as this kind of electric vehicle chargers paired in some way with storage to buffer their demand against the grid.”
Andy Lubershane Aug 17, 2023 ▶ 43:11 Navigating the electricity gauntlet
Jaramillo: Traditional Utility Modeling Averages Away Weather Extremes and Renewables Variability
“If you look at the way that the utility industry does it and has done it for a very long time, it is that averaged approach that they take to try and forecast how to build this portfolio of assets to meet the growing demand that they're going to need. And if y…”
Mateo Jaramillo Jul 12, 2023 ▶ 20:46 A groundbreaking battery nears industrial scale
AMERICAN OPTIMIST Assertion Supported
Gandhi: Only 10% of Americans currently use self-storage
“Only 10% of people in the U.S. Use storage today.”
Rahul Gandhi Mar 8, 2023 ▶ 8:24 How to Disrupt the $38 Billion Storage Industry · Joe Lonsdale
CATALYST Assertion Supported
Beard: Geothermal has a tiny footprint and avoids massive mineral mining
“Geothermal has a Tiny footprint compared to other renewables. It doesn't rely on a massive amount of rare earth mining like you know, like, for instance, wind and solar production and storage production.”
Jamie Beard Sep 9, 2022 ▶ 23:32 Could geothermal become a major zero-emissions player?
CATALYST Opinion
Stokes: Energy storage remains the key missing piece in clean energy
“What I learned in that course was that the most important gap in terms of what technology we had was storage. This was the missing piece in the puzzle. And it's been 12 years, and it still seems to be a missing piece”
Dr. Leah Stokes Jul 1, 2022 ▶ 10:44 How to Save a Planet: Spark Tank! How Do We Solve the Energy Storage Problem?
CATALYST Assertion Not checkable as stated
Powell: Over one-third of new Sunrun solar customers want battery storage
“I would say well over a third of those customers are interested in storage as well when they're going solar.”
Mary Powell Jan 31, 2022 ▶ 21:52 The future of the home solar market
MAD Insight
Katz: Data storage is being commoditized as stack value shifts
“I think storage is quickly being commoditized and, you know, the value on the stack is both on the front end and on the back end.”
Aaron Katz Nov 16, 2021 ▶ 3:35 Fireside Chat: Aaron Katz (Co-Founder & CEO, ClickHouse) with Matt Turck (Partner, FirstMark)
a16z Prediction Not checkable as stated
Falling memory costs will unify storage and compute memory
“With the cost of system memory decreasing, memory for both storage and compute will be the exact same thing.”
Sonal Chokshi Jan 2, 2019 ▶ 0:06 a16z Podcast | The Storage Renaissance
a16z Insight
Storage is the most complex infrastructure element due to data gravity
“Storage is really the most complex part of that equation. It takes a lot of effort to protect data, to manage data. Data has gravity. It has momentum. It has Weight in history. So storage is really the critical piece to get right.”
Mike Matchett Jan 2, 2019 ▶ 2:00 a16z Podcast | The Storage Renaissance
Y COMBINATOR Prediction Not checkable as stated
Benet: Shipping physical storage to consumers may become cheaper than internet bandwidth
“Eventually we're going to get to a point where it might actually be cheaper to ship around stuff to consumers.”
Juan Benet Jul 1, 2017 ▶ 25:17 IPFS, CoinList, and the Filecoin ICO with Juan Benet and Dalton Caldwell · Y Combinator

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