Philipp Schröder co-founded 1KOMMA5°, a full-stack home electrification platform combining hardware installation (solar, heat pumps, batteries, EV chargers) with Heartbeat AI software that optimizes energy consumption per metering point. Previously worked at Tesla for several years. The company manages 1 GW of flexible capacity across Europe and Australia, targeting 20 GW.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
The company combines hardware installation (40% gross margin, €750M revenue, profitable) with Heartbeat AI subscription platform that optimizes energy consumption per metering point, creating a flywheel where existing customers drive majority of future revenue and profit. They have 1 GW managed capacity (equal to a nuclear plant) and target 20 GW via subscription growth and platform partnerships like Kostal.
Tesla controls the full stack across mobility, battery, and energy layers end-to-end in a closed ecosystem, giving it unique potential to utilize its assets as a virtual power plant. The power business is growing in importance per recent earnings, providing tailwind for the whole sector.
A joint study with Octopus Energy demonstrates that utilizing millions of existing decentralized assets (EVs, heat pumps, batteries) for grid flexibility could save European society €255 billion without subsidies, requiring only regulatory equality for decentralized assets.