batteries
2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 6, 2026 by Zach Dell · across every show →
Everything said about batteries, oldest first
Sep 6, 2026
Sep 6, 2026 bullish
Dell: Next 50 years of energy defined by solar, batteries, and software
“We think that there's a generational kind of paradigm shift happening in the energy industry, where the last five decades of energy were defined by coal and then Natural gas as the marginal megawatt. And the next five decades will be defined by solar batteries…”