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Zach Dell

Co-Founder and CEO, Base Power · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderexecutiveinvestor@ZachBDell ↗LinkedIn ↗basepowercompany.com ↗

Zach Dell is the co-founder and CEO of Base Power, an energy startup providing residential battery systems and virtual power plant services. Before founding the company in 2023, he worked as an investor at Thrive Capital and Blackstone.

15statements → 11claims → 2claims resolved → 4.07/5average certainty → 1.67/5average debate potential → ≈4.5/5argument clarity, estimated → 25said about them ↓

1 supported 0 partly supported 1 contradicted 2 not yet assessed 7 not checkable as stated how the 11 claims stand · each chip opens the sources

3 predictions · 8 assertions · 1 opinion · 3 disclosures · every statement was checked. The predictions and assertions are the 11 claims: statements the public record can support or contradict. 2 are resolved, 2 are not yet assessed, and 7 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Zach argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

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

Their most notable contradicted claim

Assertion Contradicted
Dell: US electricity costs increased 2.5x over the past 20 years
“The cost of electricity in, in, in the country has gone up roughly two and a half X for the last 20 years.”
Zach Dell Oct 8, 2025 ▶ 24:05 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Zach Dell on measured tape to publish a rate. This says nothing about how they speak.

Everything Zach Dell said on Sourcery that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Not checkable as stated
Zach Dell: Solar and Storage Will Dominate Energy for 50 Years Due to Cost
“And the way I would describe the paradigm shift very simply is the last five decades of energy have been defined by coal and then natural gas. And the next five decades of energy will be defined by solar and battery storage. And by the way, it has nothing to d…”
Zach Dell Oct 8, 2025 ▶ 12:17 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
Opinion
Zach Dell: Energy Sector Has the Economy's Least Innovative Companies
“If you look at the energy industry, it is this kind of sad combination of the largest and least innovative companies in the economy. They're not engineering led. They're not tech focused. They're not R and D driven.”
Zach Dell Oct 8, 2025 ▶ 13:01 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
Disclosure
Dell: Addition is leading a $1B Series C for Base Power
“Addition is leading a billion dollar Series C. A billion dollar Series C. That is correct.”
Zach Dell Oct 8, 2025 ▶ 2:03 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Dell: Base Power will deploy 100 megawatts monthly within a year
“We'll deploy on the order of 20 megawatts this month. You know, we'll do on the order of, you know, a hundred megawatts a month you know, roughly this time next year”
Zach Dell Oct 8, 2025 ▶ 25:23 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
Prediction Open · timeframe Oct 2028
Dell: Base Power will soon have the largest shared battery aggregation in the US
“And, you know, very soon here we'll have the largest aggregation by a wide margin. and you know, we'll, we'll continue to grow quickly and we'll be the largest aggregation of shared batteries in the country.”
Zach Dell Oct 8, 2025 ▶ 28:05 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
Disclosure
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 …”
Zach Dell Oct 8, 2025 ▶ 2:19 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
Assertion Not checkable as stated
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.”
Zach Dell Oct 8, 2025 ▶ 3:00 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
Assertion Not checkable as stated
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?”
Zach Dell Oct 8, 2025 ▶ 9:19 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
Assertion Contradicted
Dell: US electricity costs increased 2.5x over the past 20 years
“The cost of electricity in, in, in the country has gone up roughly two and a half X for the last 20 years.”
Zach Dell Oct 8, 2025 ▶ 24:05 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
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
Assertion Not publicly verifiable
Dell: Homebuilder Lennar has invested in Base Power since seed round
“Lennar has been an investor. They're obviously one of the largest single family home builders in the country. They've been an investor since our seed round.”
Zach Dell Oct 8, 2025 ▶ 5:58 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
Assertion Not checkable as stated
Dell: Valor sent staff to Base Power to scale deployment factories
“Valor had a team of people down in our office for a couple of months, helping us work on some of our deployment factory scaling problems in the early days, and they were extremely helpful.”
Zach Dell Oct 8, 2025 ▶ 7:47 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
Assertion Not checkable as stated
Dell: Base Power built a 200-person team with two recruiters
“We have a two-person talent team that has built this team of 200 people.”
Zach Dell Oct 8, 2025 ▶ 18:05 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
Assertion Not checkable as stated
Dell: Close to Half of Base Power Team Relocated to Austin
“I mean, I don't have a number off the top of my head, but I imagine it's close to half of the team has relocated to Austin to join us.”
Zach Dell Oct 8, 2025 ▶ 19:19 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
Disclosure
Dell: Base Power is developing products to accelerate data center power access
“So we're working on products to help data center developers get access to power faster, and we're really excited to bring that to market in the near future.”
Zach Dell Oct 8, 2025 ▶ 26:24 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea

The other half of the tape: Zach Dell's own voice is left out of every number here. Other people bring the name up 24 times in 5 episodes on Sourcery. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most Molly O'Shea 19Packy McCormick 2David Ulevitch 2Justin White 1

Statements about Zach Dell, by other people (1)

Disclosure
O'Shea: Sourcery will only cover fundraising announcements over $1 billion
“I will only do it now if they've raised over a billion dollars.”
Molly O'Shea Dec 31, 2025 ▶ 25:43 Warren Buffet & Charlie Munger's Greatest Lessons · Sourcery with Molly O'Shea

Every mention by year

tap a year for its mentions
001332552025episodesmentions
0352025episodes it came up in
002.52.5552025episodesmentions per episode
2025 24 mentions in 5 episodes 5 per episode

Appearances (1)

EpisodeDateSpeaking time
Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, E Oct 8, 2025 26m
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