“By the summer we'll be deploying at twice the rate. So we'll be the fastest battery developer in the country in, in, in the next, you know, three months.”
quote is from the automated transcript, cleaned for reading:
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More from Zach Schendel
Opinion
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…”
Zach SchendelApr 9, 2025▶ 6:57Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
AssertionNot checkable as stated
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 …”
Zach SchendelApr 9, 2025▶ 34:26Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
Disclosure
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…”
Zach SchendelApr 9, 2025▶ 3:25Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
PredictionNot checkable as stated
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 …”
Zach SchendelApr 9, 2025▶ 8:00Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
PredictionOpen · timeframe Apr 2030
Schendel: Solar and wind plus storage will structurally undercut fossil fuels
“Well, actually the marginal cost of wind and solar plus storage is just going to be lower than the marginal cost of coal and natural gas.”
Zach SchendelApr 9, 2025▶ 13:32Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
AssertionPartly supported
Schendel: Utility-scale grid battery interconnection takes five to ten years
“So it takes five to 10 years to get a battery good connected.”
Zach SchendelApr 9, 2025▶ 14:06Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
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