Base Power
4 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Oct 15, 2025 by Zach Dell · said 14 times in 1 episodes since 2025 · across every show →
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brought up most by Elad Gil (10), Zach Dell (4)
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2025 14 mentions in 1 episode
Everything said about Base Power, oldest first
Oct 15, 2025 bullish
Oct 15, 2025 positive
Oct 15, 2025 neutral
Dell: US grid holds 300 to 400 gigawatts of latent capacity
“The U S grid kind of max peak is somewhere on the order of 700 gigawatts, but average demand across the country is closer to like, 300 gigawatts, right? So we've got another three, 400 gigawatts you know, just up to 700 gigawatts if you believe that, you know,…”
Oct 15, 2025 neutral
Dell: A $1B fundraise is table stakes in energy technology
“In the game that we're playing, which is to build a global energy technology market leader, a billion dollars is the ante to sit at the poker table, right? We're competing against the biggest and most well capitalized companies on the planet.”