Transcript
Introduction
Patrick
My guest today is Zach Dell. Zach is the co-founder and CEO of Base. Base is a modern power company building a reliable and affordable home energy service, powered by distributed batteries. We explore one of the most underappreciated machines in our world, the electrical grid. Zach walks us through the complex world of electricity infrastructure and explains why the 100-year-old grid is woefully unprepared for the explosion in demand coming from AI, electric vehicles, and industrial electrification.
Base's approach involves creating a distributed network of home batteries that provide backup power to customers while serving as grid resources, elegantly solving infrastructure bottlenecks that plague traditional utility-scale projects. We discuss energy as the fundamental enabler of human progress, scaling distributed energy assets, and the vertical integration strategy driving Base's unit economics. Please enjoy my great conversation with Zach Dell.