Zach Dell is the founder and CEO of Base Power, a vertically integrated distributed energy provider. He is explaining Base Power's retail pricing model to host Shayle Kann.
Opinion
Dell: Base Power lands grid storage faster and cheaper than utility-scale developers
“Our view is that we can land a megawatt, gigawatt of storage on the grid faster and more cost-effectively than the centralized utility scale developers. And for what it's worth, faster and more cost-effectively than a gas plant or a coal plant.”
Prediction Not checkable as stated
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.”
Assertion Not checkable as stated
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…”
Insight
Dell: Decoupling mounting from electrical work cuts battery installs to two hours
“You can break apart the insulation. You can have a truck driver show up, do the racking, stacking, and mounting mount a box to the wall where the hot work happens, and then an electrician shows up the next day and does the hot work in, you know, 30 minutes. An…”
Opinion
Dell: Sunrun and Tesla struggle with volatile demand due to $20,000 systems
“I think the horror stories you hear about the solar coaster and, you know, the Sunrun and the Tesla stuff, and I've talked to all kinds of people who have worked there previously and now and whatever, like, they faced these kind of supply-demand challenges bec…”
Assertion Not checkable as stated
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”