“It's supply and demand. It's because they built out a massive amount of supply, and it's all of the above, right? They built nuclear reactors. They built solar farms. They built wind farms. They built a ton of battery storage. They have, you know, tons of high-voltage transmission.”
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 Zach Dell
Opinion
Dell: Cheap solar and storage will make nuclear economics unviable
“My opinion is that the rate of solar deployment will go up so fast as the costs continue to go down that it might just not matter. That we'll have so, it'll be so easy and low cost to deploy solar and storage that the economics of building nuclear reactors jus…”
Zach DellOct 15, 2025▶ 13:50No Priors Ep. 136 | Base Power CEO and Co-Founder Zach Dell
PredictionHeld up
Dell: AI workloads will concentrate heavily in Texas and the Gulf
“I think the highly energy intense workloads will converge around the low cost electricity places. You'll see a lot of that go to the Gulf. You'll see a lot of that go to Texas. And you're seeing that now, right, with Stargate and Abilene and all the big produc…”
Zach DellOct 15, 2025▶ 18:15No Priors Ep. 136 | Base Power CEO and Co-Founder Zach Dell
Disclosure
Dell: Base Power Employees Work a 996 Schedule or More
“It's like, yeah, we do nine nine six. We probably do more than nine nine six, but we don't really talk about it in that way.”
Zach DellOct 15, 2025▶ 25:26No Priors Ep. 136 | Base Power CEO and Co-Founder Zach Dell
Opinion
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.”
Zach DellOct 15, 2025▶ 29:19No Priors Ep. 136 | Base Power CEO and Co-Founder Zach Dell
PredictionNot checkable as stated
Dell: Solar and storage will define the next 50 years of energy
“And it seems pretty clear now that based on where the cost curves are going, the next five decades of energy are going to be defined by solar and storage.”
Zach DellOct 15, 2025▶ 1:58No Priors Ep. 136 | Base Power CEO and Co-Founder Zach Dell
AssertionSupported
Dell: Power generation costs dropped significantly while transmission costs climbed
“The cost to make the electron has gone down really significantly over the last 20 years, largely driven by the build-out of solar. But the cost to move the electron has gone up very significantly because our infrastructure is aging, and utilities have this kin…”
Zach DellOct 15, 2025▶ 20:02No Priors Ep. 136 | Base Power CEO and Co-Founder Zach Dell
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