Base Power
also referred to as: base power company
41 statements across 4 episodes · 26 bullish · 2 bearish · 5 people on the record · first statement Feb 14, 2025 by Packy McCormick · said 126 times in 8 episodes since 2025 · across every show →
Mentions by year
brought up most by Molly O'Shea (90), Zach Dell (18), Zach Schendel (10), David Ulevitch (4), Packy McCormick (2), Kyle Harrison (1), Elad Gil (1)
tap a year for its mentions
2026 18 mentions in 2 episodes 9 per episode
2025 108 mentions in 6 episodes 18 per episode
- Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
- Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
- How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
- How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
- $635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund · Sourcery with Molly O'Shea
- Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
Everything said about Base Power, oldest first
Feb 14, 2025 positive
McCormick: Base Power rents batteries and monetizes by trading power
“They're a retail electric provider, so they like are your power company when you install the battery. They, because of that, they don't have to sell it to you. They just rent you the battery essentially, and they, and you pay for the install cost, but then the…”
Apr 9, 2025 positive
Apr 9, 2025
Base Power vertically integrates hardware, software, operations, and direct-to-homeowner sales
“We develop battery technology. We deploy the hardware. We own it. We operate it. We sell power directly to homeowners. We install the batteries ourselves. We do the field service and operations and kind of everything, all parts of the stack to build out a flee…”
Apr 9, 2025 positive
Apr 9, 2025
White outlines Base Power's three-generation shift toward fully custom battery hardware
“Today we have basically three generations of hardware that we're either deploying or in process of deploying. And again, kind of back to the prior point we're iterating on hardware going more and more custom over time. So gen one has a bit of custom mixed in w…”
Apr 9, 2025 bullish
Schendel: The energy industry lacks a disruptive equivalent to SpaceX or Anduril
“I think the energy industry is actually in a pretty similar spot That the aerospace industry or the defense industry was in, in, in the last decade. The difference is that the energy industry doesn't have a SpaceX and it doesn't have an Android role. And we st…”
Apr 9, 2025 positive
Base Power offers home batteries at checkout in 25 Lennar Texas communities
“If you're buying a Lennar home in, in select communities in Texas now, I think it's 25 communities across the state. When you go to buy a Lennar home, you have the option to sign up for base At kind of effectively checkout so that when you move in and deal in …”
Apr 9, 2025 bullish
Schendel outlines Base Power's ambition for a fifty-state nationwide expansion
“Build critical infrastructure for the country, and what that looks like is being in all 50 states going up the stack into utility infrastructure, going down the stack into the home and building more products and services to lower costs and increase reliability…”
Apr 9, 2025 bullish
Schendel: Texas power grid is a canary in the coal mine for America
“That said, we think that Texas in a lot of ways is the canary in the coal mine for the rest of the country. And as a lot of the rest of the country moves into a load profile that looks a lot more like Texas, the demand for batteries in those states will go up …”
Apr 9, 2025 bearish
White: US grid transmission will fail to connect generation and demand
“Our view is that if you fast forward you know, a decade or two, what you would find is that there might be enough generation out there. There might be enough, you know, nuclear companies that, that come online or wind and solar or natural gas. And there will b…”
Apr 9, 2025 positive
Apr 9, 2025 bullish
Base Power cuts home battery installation times from months to weeks
“So today, if you go buy a home battery it's probably gonna take you two to six months to get that battery on your home. We can get a battery on a home. You know, it varies by permitting requirements from the local municipality, but on the order of two to four …”
Apr 9, 2025 positive
Apr 9, 2025 bullish
Apr 9, 2025
Schendel reveals Base Power's three revenue streams and exact consumer pricing
“So we make money really in three ways. One is by monetizing the batteries for grid services. Two is by charging a monthly fee. So you pay four 95 up front which is another source of income and then 17 bucks a month. And then we sell power to the homeowner and …”
Apr 9, 2025
Apr 9, 2025
Oct 8, 2025 positive
Dell: Base Power's Leadership Team Is Company's First Five Hires
“If you look at our leadership team, so to speak it's basically the first five people at the company. And so these were the only ICs, right? They weren't like hired managers to go build teams to do the work. Like these people did the work, right?”
Oct 8, 2025 positive
Oct 8, 2025 positive
Oct 8, 2025 neutral
Oct 8, 2025 bullish
Oct 8, 2025 bullish
Oct 8, 2025 positive
Oct 8, 2025 bullish
Oct 8, 2025
Oct 8, 2025 bullish
Dell: Base Power grows customers 30% MoM with millions in monthly revenue
“We're adding customers on the order of 30% month for a month, doing millions of dollars a month in revenue. We've got a more demand than we can serve. We've got thousands of customers on our waitlist and a multi-month backlog.”
Oct 8, 2025 bullish
Dell: Thrive, Valor, and a16z joined Base Power's Series C
“The round is led by Addition. All of our existing major investors are reinvesting. So Thrive, our earliest backer, Valor, who led our Series A, Altimeter, Andreessen Horowitz, Lightspeed, Allad Gill. You know, a number of other firms that have been on the cap …”
Aug 3, 2026 neutral
Aug 3, 2026
Lopez: Base Core eliminates wiring and conduit work with quick connects
“And so this actually has a quick connect on that disco inside and a quick connect here. So you don't have to do any wiring. You don't have to like cut and strip wire or fish it through conduit. All these things that like require a lot of skill sets and take a …”
Aug 3, 2026 positive
Aug 3, 2026
Lopez: Base Power built its Austin production line in under six months
“So we moved in here in September, October of last year. But the production line really only got started, started getting built in February or March of this year. So like where we're standing right here, all of this, Is, is, you know, less than six months old.”
Aug 3, 2026 bullish
Aug 3, 2026
Lopez: Utilities in regulated markets pay Base Power for home battery access
“And so in those markets, we partner with the utility. We still put the battery on the home. We own the battery, but the utility controls it, and then they pay us for access to the battery. So that's how we recoup, recoup the cost of the battery, so to speak, a…”
Aug 3, 2026
Lopez: Base Power acts as a retail energy provider without requiring batteries
“So outside of batteries, and we offer this without a battery, you can sign up for our service and we sell you power. So if you use, you know, a thousand kilowatt hours in the month, we sell you a thousand kilowatt hours and that's what we bill you for. And on …”
Aug 3, 2026
Aug 3, 2026 positive
Aug 3, 2026 negative
Lopez: Competing home batteries target wealthy buyers and neglect the grid
“So if you look at other competitive battery products that are like sold mostly to wealthy people at very high costs, they're like small, typically wall mounted, take a long time to install and aren't really focused on supporting the grid.”
Aug 3, 2026 positive
Lopez: Base Power wrote its own manufacturing execution software to control robots
“We also designed all of the software, so the MES, as it's called, Manufacturing Execution System. The software on all of the monitors is all what we've written that controls robots and controls the traceability and all this other stuff.”
Aug 3, 2026 positive