Drew Baglino (founder of Heron Power) discusses his thesis on the future replacement of legacy magnetic/oil-filled transformers with power electronics.
0:00 / 0:03exact quote · 3.3s
720p mp4 · rendered on demand · StarZero watermark
“I believe that solid-stage transformers are going to replace passive ones.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Drew Baglino
AssertionSupported
Baglino: Nuclear capital cost per kilowatt exceeds highly curtailed renewables
“When you look at the capital cost per kilowatt of nuclear with everything that is known today, it's much more expensive than even highly curtailed renewables.”
Drew BaglinoJun 6, 2024▶ 23:50Drew Baglino on Tesla’s Master Plan
PredictionOpen · timeframe Feb 2031
Baglino: Data center rack voltages will reach 800V+ with SST architecture
“Now the backplane voltage of the racks will be 800 volts or even higher. And then you can use a SST based solution to go from medium voltage, 34 KV all the way to 800 volts with no gray space rooms with UPSs and power distribution panels and anything like that…”
Drew BaglinoFeb 19, 2026▶ 42:23The rise of grid power electronics with Drew Baglino
AssertionNot checkable as stated
Baglino: SSTs eliminate 70% of data center electrical components and footprint
“And you can remove 70% of the stuff in the in the electrical diagram and a similar amount of footprint”
Drew BaglinoFeb 19, 2026▶ 43:08The rise of grid power electronics with Drew Baglino
AssertionOpen · timeframe Feb 2031
Baglino: Solid-state transformers can match traditional transformer costs while adding grid functions
“An SST can have a cost similar to a traditional oil-filled transformer but at the same time provide functions that would be That would be provided by popcorn components around the transformer. Functions like overcurrent protection, fault isolation, what an aut…”
Drew BaglinoFeb 19, 2026▶ 44:57The rise of grid power electronics with Drew Baglino
Disclosure
Baglino: Tesla excluded nuclear and geothermal from Master Plan due to costs
“It was a little bit of a complexity, and also the, if you took the best known cost of all those technologies and just stuck them into the optimizer wouldn't pick them, is, is really what it comes down to.”
Drew BaglinoJun 6, 2024▶ 23:04Drew Baglino on Tesla’s Master Plan
PredictionNot checkable as stated
Baglino: AI power demand is overhyped by a 'toilet paper' queue run
“I'm not so sure that it is going to be as dramatic as people think, both because I think
there's a little bit of the toilet paper problem going on here... You've got all of these companies that think AI is going to be massive and want AI to be massive, and th…”
Drew BaglinoJun 6, 2024▶ 28:51Drew Baglino on Tesla’s Master Plan
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 200 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.