Assertion certainty 4/5 debate potential 1/5

Baglino: Silicon carbide inverters saved Tesla $400 to $500 in battery costs

Drew Baglino · The rise of grid power electronics with Drew Baglino · Feb 19, 2026 · at 13:39

Drew Baglino, former SVP of Powertrain and Energy at Tesla and founder of Heron Power, explains the economic trade-offs of power semiconductors in electric vehicle architectures.

0:00 / 0:22exact quote · 22.1s
720p mp4 · rendered on demand · StarZero watermark
“You know, while I was at Tesla, we started using silicon carbide to make drive inverters in cars because the incremental cost of the more expensive transistor was more than outweighed by the savings in battery because the drive inverter could be so much more efficient using silicon carbide. So while you might spend a hundred dollars more on silicon carbide devices in the car, you'd save four or 500 dollars in the battery.”

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

Assertion Supported
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 Baglino Jun 6, 2024 ▶ 23:50 Drew Baglino on Tesla’s Master Plan
Prediction Not checkable as stated
Baglino: Solid-State Transformers Will Replace Passive Ones
“I believe that solid-stage transformers are going to replace passive ones.”
Drew Baglino Feb 19, 2026 ▶ 25:56 The rise of grid power electronics with Drew Baglino
Prediction Open · 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 Baglino Feb 19, 2026 ▶ 42:23 The rise of grid power electronics with Drew Baglino
Assertion Not 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 Baglino Feb 19, 2026 ▶ 43:08 The rise of grid power electronics with Drew Baglino
Assertion Open · 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 Baglino Feb 19, 2026 ▶ 44:57 The 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 Baglino Jun 6, 2024 ▶ 23:04 Drew 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.