Heron Power

“I think there's going to be a wave of upstart companies, whether they're doing traditional oil-filled transformers or solid-state stuff like Heron is doing. I think they're going to fill in a lot of the supply gap in the next few years”

“For disclosure, I'm an investor in Heron, and I have been since their first external round. And actually, just this week, Heron announced a hundred forty million dollar Series B, led by Andreessen Horowitz, where we at EIP also doubled down.”

“I believe that solid-stage transformers are going to replace passive ones.”

“What we remove from the single line diagram is we remove the legacy transformer. We remove that six, 90 volt, you know, breaker or fuses protection there. And we also, because we don't have that medium voltage transformer anymore with the inductance of that me…”