Prediction Not checkable as stated
Sam D'Amico: Impulse will become the grid's key storage power broker
“Once we sell these to a bunch of people, we've then basically backdoored ourselves as like the key storage power broker on the electric grid, because we'll have batteries in everyone's house.”
Prediction Not checkable as stated
Sam D'Amico: Every household electrical device will eventually integrate a battery
“Everything will have a battery because batteries would be basically cheap or free effectively. If everything has a battery and you can, they can choose when to charge. And I'm sure you've seen like the iPhone pop up where it's like your iPhone can choose when …”
Assertion Supported
Sam D'Amico: Chinese EV makers offer Tesla Model 3 equivalents for $25,000
“China can offer. Like you can get a Tesla model three equivalent vehicle for like 25 K delivered and the vehicle quality is fantastic today.”
Assertion Supported
Sam D'Amico: Impulse's battery delivers 4-5x more power into the pan
“In our case, we can do that in about a minute because we can push order of magnitude Four to five times more power into the pan than pretty much any other stuff. Because the battery is right there able to give us DC power straight to the coils.”
Assertion Supported
Sam D'Amico: Impulse cooktops achieve 240V performance on standard 120V outlets
“Typical stoves use, like, 60 amps or something like that. We can run on as little as, like, at 240 volts. We can run on as little as a 120 volt outlet. So you can just plug this thing in with, like, your normal, like, AC power cable and get the same stove perf…”
Assertion Supported
Sam D'Amico: Impulse's battery stove qualifies for a 30% federal tax credit
“Because this thing has a battery and because that battery is Three kilowatt hours. We get a. 30% tax credit on the product.”
Insight
Sam D'Amico: Nonstick pans exist because traditional stoves lack exact temperature control
“The entire existence of nonstick pans is driven by the fact that people, like, basically stoves have, like, incomprehensible zero through 10 settings versus an exact temperature.”
Assertion Supported
Sam D'Amico: Three to four battery appliances equal a home Tesla Powerwall
“If you have like three or four appliances per home, you've now deployed about a power wall per house. And so once you have a pop, like once you, which is like, let's say, 12 kilowatt hours or something like that, that is like half the energy use of a typical A…”
Assertion Supported
Sam D'Amico: EV battery cell costs have dropped to $50 per kilowatt-hour
“And now we're looking at like, sell costs of like, 50 dollars a kilowatt hour for reference, like a kilowatt, like a typical Tesla model three pack is like, 60 kilowatt hours or something like that. So it's like, you end up with battery packs that could be lik…”
Prediction Not checkable as stated
Sam D'Amico: Battery mining footprint will be substantially lower than fossil fuels
“The, like, visible footprint of this, I believe, will be substantially lower than, like, the fossil fuel version, just because of the fact that batteries last the life of the vehicle, typically.”
Assertion Supported
Sam D'Amico: Impulse's battery stove is 3x more powerful per heating element
“We've built the world's best stove. And it's three times more powerful per like heating element and more precise than any other stove. And we enable that by embedding a lithium iron phosphate battery into the stove itself.”
Insight
Smart features fail unless appliance startups outperform incumbents on core specs
“If you're a new entrance to the space, you wouldn't necessarily be able to compete with the incumbents or someone who like knows what they're doing around the kitchen. You wouldn't be able to compete with the incumbents because like you weren't actually better…”
Assertion Supported
Sam D'Amico: Induction stoves account for only 1% of home energy consumption
“The average us house uses something like 20 or 30 kilowatt hour, all electric house is about 20 to 30 kilowatt hours of energy a day. My understanding of if you go look at the energy star standards for induction stoves, An induction stove on average uses like …”
Assertion Partly supported
Sam D'Amico: Gas stoves lose 60% of their energy to ambient air
“Estimated around like 60% of the energy that comes out of your gas flame heats the room, not the pot. And meanwhile, induction is like, 95% plus, depending on a bunch of different internal electrical details.”
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…”
Insight
Sam D'Amico: Edge energy storage makes the grid resilient like the internet
“Moving the control sensing and like energy storage out to the edges means that any sort of centralized disaster doesn't do as much damage, right? And so there's like, there's a second, like awesome characteristics about this where basically we've taken like a …”
Assertion Contradicted
Sam D'Amico: Lower-end Tesla Model 3s use CATL or BYD batteries
“A number of very, very big, very, very competent companies like CTL, UID, et cetera, make the actual packs for the lower end of Tesla's Product line now. So if you get a low end model free, you're actually getting a CTL or BYD pack. You're not getting a you're…”
Disclosure
Sam D'Amico: Impulse's playbook is Trojan-horsing batteries into homes via appliances
“The initial playbook and thinking around this was very clearly build the most awesome appliances and you Trojan horse batteries into everyone's home.”
Assertion Supported
Sam D'Amico: Induction stoves and EV chargers each draw 40-60 amps
“A typical home in the United States has about 200 amps of like circuit capacity available and a induction stove and a EV charger use about the same amount, like about 60 or 40 to 60, depending on model and configuration”
Assertion Partly supported
Sam D'Amico: Tesla Powerwall costs $12,000 plus $6,000 for installation
“So a Tesla Powerwall installation costs about six grand. And then like, so the Powerwall costs like 12 grand, but like installing it costs six because you essentially have to go to your main electrical panel and do all this hacking to make your house able to b…”
Assertion Supported
Electric stove buyers under 150% AMI qualify for an $840 federal rebate
“There are income based, like up to 150% area median income. You get like an 840 dollar rebate on top of it.”
Prediction Didn’t hold up
Impulse Labs plans to ship its battery-integrated stove by late 2024
“We are we're shipping the product end of this year.”
Assertion Not checkable as stated
Sam D'Amico: The raw battery cells in an Impulse stove cost $300
“The raw battery cells that go into our product, I think order magnitude or 300 bucks now.”
Assertion Supported
Sam D'Amico: Induction stoves run above 24 kHz to stay inaudible
“If you make it like lower than 24 kilohertz you'd hear it or like your pets might hear it or. Your kids might hear it or something, like something like that. So you have to put it just outside the human hearing range, but low enough that it's still efficient.”
