The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Dell: US electricity demand CAGR will jump 5x to 10%
“Over the last 20 years, electricity demand has gone at roughly a two percent compounded annual growth grade, and, you know, we think it'll go to, you know, somewhere on the order of 10%, which is obviously a five hex, which on a base as large as energy is real…”
Dell: Next 50 years of energy defined by solar, batteries, and software
“We think that there's a generational kind of paradigm shift happening in the energy industry, where the last five decades of energy were defined by coal and then Natural gas as the marginal megawatt. And the next five decades will be defined by solar batteries…”
Dell: AI will soon be the world's largest consumer of electricity
“And it's now the fastest growing and soon going to be the largest consumer of electricity in the world. And its name is AI.”
Dell: AI workloads will concentrate heavily in Texas and the Gulf
“I think the highly energy intense workloads will converge around the low cost electricity places. You'll see a lot of that go to the Gulf. You'll see a lot of that go to Texas. And you're seeing that now, right, with Stargate and Abilene and all the big produc…”
Dell: Base Power offers 25 kWh home battery backup for $19 monthly
“When you sign up with base, you get a 25 or 50, if you offer two kilowatt hour system on your home, that is all yours to use when the grid goes out for 19 dollars a month for the 25 kilowatt hour system and 29 dollars a month for the 50 kilowatt hour system. S…”
Dell: Base Power will deploy 100 megawatts monthly by late 2026
“We think by this time next year we'll be deploying on the order of a hundred megawatts a month.”
Zach Dell: Solar and Storage Will Dominate Energy for 50 Years Due to Cost
“And the way I would describe the paradigm shift very simply is the last five decades of energy have been defined by coal and then natural gas. And the next five decades of energy will be defined by solar and battery storage. And by the way, it has nothing to d…”
Dell: In year 30 Base Power will almost certainly make cells
“In year 30, it almost certainly will.”
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.”
Dell: China has lowest global power costs via massive grid buildout
“It's supply and demand. It's because they built out a massive amount of supply, and it's all of the above, right? They built nuclear reactors. They built solar farms. They built wind farms. They built a ton of battery storage. They have, you know, tons of high…”
Dell: Power generation costs dropped significantly while transmission costs climbed
“The cost to make the electron has gone down really significantly over the last 20 years, largely driven by the build-out of solar. But the cost to move the electron has gone up very significantly because our infrastructure is aging, and utilities have this kin…”
Dell: Incumbent home batteries are not engineered for grid market participation
“And the home batteries on the market today, they're not designed to do that, right? The engineers that are designing these products to be paired with, you know, home solar and sold at a upfront gross margin, they don't really care about, you know, participatio…”
Dell: Base Power deployed to 5,000 homes with only one churned customer
“We've got on the order of 5000 of these batteries in the ground actually 5000 homes, and so it's more batteries, because a lot of them have two. We have had, in our direct business, we have had one customer”
Dell: ERCOT power market volatility will eventually rebound due to load growth
“When volatility is high, people want to build a lot of batteries, and a lot of batteries presumably dampen volatility, and when volatility is low, people don't want to build a lot of batteries... Load growth is likely to still march up. Solar additions are lik…”
Dell: Base Power currently deploys 20 megawatts of storage monthly in Texas
“We are deploying megawatts in Texas very quickly like on the order of 20 megawatts a month.”
Dell: Base Power will deploy 100 megawatts monthly within a year
“We'll deploy on the order of 20 megawatts this month. You know, we'll do on the order of, you know, a hundred megawatts a month you know, roughly this time next year”
Dell: Base Power will soon have the largest shared battery aggregation in the US
“And, you know, very soon here we'll have the largest aggregation
by a wide margin.
and you know, we'll, we'll continue to grow quickly and we'll be the largest aggregation of shared batteries in the country.”
Dell: Grid is massively oversized for peak demand, driving up costs
“The grid is a system by which the transmission distribution happens, and it's built for the peak, so it's massively oversized, which means that you have a bunch of inefficiency, and that it's not being used all the time. It's not being highly utilized, and whe…”
Dell: Base Core battery is custom-designed and manufactured in-house
“It's called the base core, and it is our custom-built battery, and it is the output of the last three years of learning how to install, operate, and manage tens of thousands of distributed home batteries. It's completely designed by us from the ground up. It's…”
Zach Dell: Base Power raised $1.3B in past 18 months
“We've raised you know, 1.3 billion in the last 18 or so months.”
Dell: US grid holds 300 to 400 gigawatts of latent capacity
“The U S grid kind of max peak is somewhere on the order of 700 gigawatts, but average demand across the country is closer to like, 300 gigawatts, right? So we've got another three, 400 gigawatts you know, just up to 700 gigawatts if you believe that, you know,…”
Dell: Electricity remains the only major US industry not broadly deregulated
“If you look at trucking, or airlines, or telecom, you know, all of these industries deregulated over the last 50 years except electricity.”
Dell: Electricity Industry Has Not Attracted Top Engineering Talent for 50 Years
“Over the last 50 years, the electricity industry has not been, ah, the place that the most talented engineers and operators have gone, you know, out of school or, you know, breaking into their career.”
Dell: Base Power grows customers 30% MoM with millions in monthly revenue
“We're adding customers on the order of 30% month for a month, doing millions of dollars a month in revenue. We've got a more demand than we can serve. We've got thousands of customers on our waitlist and a multi-month backlog.”
Dell: Base Power's Leadership Team Is Company's First Five Hires
“If you look at our leadership team, so to speak it's basically the first five people at the company. And so these were the only ICs, right? They weren't like hired managers to go build teams to do the work. Like these people did the work, right?”
Dell: US electricity costs increased 2.5x over the past 20 years
“The cost of electricity in, in, in the country has gone up roughly two and a half X for the last 20 years.”
Dell: Adding 100 megawatts of grid batteries takes 2 to 5 years
“If you want to put a hundred megawatts of batteries on the grid today, depending on the state, it's going to take you anywhere from two to five years.”
Dell: US electricity demand grew at inflation rate over 50 years
“Over the last 50 years, demand for electricity in the U.S. Has grown at basically the rate of inflation, so it has not really grown much.”
Dell: 80% of Texas electricity market is deregulated, 20% regulated
“In Texas, 80% of the market is deregulated. 20% of the market is still regulated.”
Dell: Homebuilder Lennar has invested in Base Power since seed round
“Lennar has been an investor. They're obviously one of the largest single family home builders in the country. They've been an investor since our seed round.”
Dell: Valor sent staff to Base Power to scale deployment factories
“Valor had a team of people down in our office for a couple of months, helping us work on some of our deployment factory scaling problems in the early days, and they were extremely helpful.”
Dell: Base Power built a 200-person team with two recruiters
“We have a two-person talent team that has built this team of 200 people.”
Dell: Close to Half of Base Power Team Relocated to Austin
“I mean, I don't have a number off the top of my head, but I imagine it's close to half of the team has relocated to Austin to join us.”