The Ledger
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Baglino: Motor design engineering makes magnet materials highly substitutable
“Magnet materials, for example, are incredibly substitutable. And if you think of the design space as not just the magnet, but the magnet plus the, you know, electromagnetic system it's inside of with the steel And the geometry of the rotor and the stator and t…”
Baglino: Overbuilding renewables for winter enables cheap, flexible electrification
“With the current known technology costs for different types of storage and different types of generation, what the model does is it really Largely overbuilds renewables to solve the winter scenario, right? And now you have this large overbuilt renewable base. …”
Baglino: Memory and Chip Interfaces Are Biggest Bottleneck in AI Hardware
“One of the biggest bottlenecks for everything that's going on with AI is actually the interfaces, the memory interfaces, the data interfaces from chip to chip, all those things. And those have not seen as much innovation, actually.”
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,…”