The Battery

“So there was a, there was an ARPA-E program a couple years ago that was called One K. It was supposed to get, you know, it was looking for a thousand watt hour per kilogram battery, which would be, you know, what is that? Like three X the best on the market. B…”

“There used to be like, Battery and Neeraj had mentioned whatever the three triples, two doubles kind of a thing triple, triple, double, double, double, or whatever that, whatever the norm used to be that playbook's out of the window, right? Like right now with…”

“Not, not the cells, right? Those have gotten really cheap, but the full systems need to get cheaper if they're going to be really cost-effective resources. That probably means some portion of the battery, like the cells, at least for a while longer, is coming …”

“We had to design the battery completely from scratch. We had to design a flight computer completely from scratch. We had to design the motor completely from scratch.”

“So it takes five to 10 years to get a battery good connected.”

“As I did this the first time, I mean, more than 10 years ago, it was half a million dollar five engineers working a full year to figure out how big a battery, a PV system should be for demand, charge management, all that stuff, right?”

“The radio is actually the thing that takes up the majority of the power, so you would really have to have quite a, like, an unacceptably, like, large and heavy battery to do it continuously all day.”

“In our case, we can do that in about a minute because we can push order of magnitude Four to five times more power into the pan than pretty much any other stuff. Because the battery is right there able to give us DC power straight to the coils.”

“I think we're just at a point now where people recognize that what's really of value to the electric utility company is dispatchability. Right? It's not the generation of power on rooftops. It's the battery that's actually in the home.”

“They did the NEMM three point O piece, but there's no transparent way of getting paid for your battery piece.”

“Your stove is going to have a battery likely.”

“It was like a couple of percent of systems had a battery attached in the middle of twenty-twenty-three, and now like almost 25% do.”

“There is no best cathode. There is no best anode. There is no best electrolyte. You need to build the system that they are all compatible with each other to make the best battery.”

“Battery gave me an offer. Redpoint did not. I went over to Battery. I was there for six years and the Redpoint folks kind of stay on, stayed on top of me and they wanted to correct the error of their ways and not making me an offer when I was associate. And so…”

“So cost reductions, the cat, the cathode is the biggest single expense in the battery, so dropping its cost is, is meaningful.”

“You know, the first proposition is we need to get EV adoption up because it does actually reduce greenhouse gas emissions, even if you consider the energy that's embedded in production of the battery itself.”

“So the battery is you know, 40, 50 times less energy dense on a mass basis than the jet fuel.”

“The battery is basically this private members club in San Francisco that is like a Soho house for San Francisco. And my, the previous investor who bankrolled my whole company, the idea lab that I was working at, he created the battery.”

“If you run the battery at 40 degrees, which is the case in most cities in India, most years, most time of the year, the battery is only going to last half as long.”

“He did that with the battery, bought a 60,000 square foot old candy factory, retrofitted it and then put, you know, turned into Willy Wonka's factory. He made all the rooms unique and fun to be in.”

“Prior to that, Gainsight raised over one hundred and fifty six million from some of the best, including Lightspeed, Battery, Bessemer, Insight, and Bain, to name a few.”