Zach Dell on Base Power: meeting AI's energy demands, batteries and vertical integration
espricewright · x · 2026-09-09
A podcast conversation with Zach Dell, co-founder of Base Power and son of Michael Dell, framed as a masterclass in energy entrepreneurship. Topics include energy abundance and AI's power demands, how batteries make the grid more efficient, how Base works with utilities and competes for customers ("we sell electricity, not batteries"), vertical integration lessons from SpaceX, and management habits learned from Michael Dell, plus taking control of manufacturing.
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