power electronics

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Feb 22, 2024 by Tim Mills · across every show →

Everything said about power electronics, oldest first

Feb 22, 2024 neutral
Prediction Not checkable as stated
Mills: Power electronics transformers remain years away from widespread adoption
“I think we're years out. It's a more expensive technology right now, just because of adoption. But in the long run, I think if we continue to invest, there could be some fruit on those trees.”
Tim Mills Feb 22, 2024 ▶ 32:42 The electric transformer shortage
Feb 19, 2026
Insight
Baglino: Higher frequency linearly reduces transformer size and power electronics costs
“The best way to make power electronics Systems that involve isolation more affordable is go up in frequency, because to get isolation, you basically need to use a transformer of some type, and transformers become smaller as you go up in frequency. It's just a,…”
Drew Baglino Feb 19, 2026 ▶ 15:03 The rise of grid power electronics with Drew Baglino
Aug 27, 2026 bullish
Assertion Supported
Wang: Battery and EV innovations make metal fuel systems cost-competitive
“Things like just basic breakthroughs in power electronics with Tesla and with battery energy systems all driving power electronics and inverters to record low cost levels now makes a system like this very affordable, whereas 10 years ago it would have been muc…”
Richard Wang Aug 27, 2026 ▶ 32:24 The rise of metal fuels
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