electrical grid

4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Oct 4, 2024 by Sam D'Amico · across every show →

Everything said about electrical grid, oldest first

Oct 4, 2024 positive
Assertion Partly supported
Sam D'Amico: 8-10 kWh per home drastically cuts grid blackout risks
“If you distributed like over 10 kilowatt hours per home in the U S like. You can ride out pretty major like outages. And the big story with like a heat wave is heat waves are really bad for the grid because essentially everyone's turning their AC on full blast…”
Sam D'Amico Oct 4, 2024 ▶ 36:58 Impulse Labs, Trojan Horse for Battery-Powered Homes | Backed by Lux Capital · Sourcery with Molly O'Shea
Feb 14, 2025
Insight
McCormick: Electricity is not getting cheaper due to rising transmission costs
“Electricity is not getting cheaper though, because transmission ends up getting more and more and more expensive over time. So like getting it from point A to point B, there's like long delays on the interconnect queue. It takes forever to build transmission. …”
Packy McCormick Feb 14, 2025 ▶ 29:41 How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
Oct 8, 2025
Assertion Supported
Dell: Adding 100 megawatts of grid batteries takes 2 to 5 years
“If you want to put a hundred megawatts of batteries on the grid today, depending on the state, it's going to take you anywhere from two to five years.”
Zach Dell Oct 8, 2025 ▶ 25:44 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
Aug 3, 2026 negative
Opinion
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.”
Justin Lopas Aug 3, 2026 ▶ 14:33 Inside the Factory Behind Base Power's $1B Series D
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