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zach dell

T2 · manager / operator

CEO and co-founder of Base Power, building distributed battery network as grid infrastructure, raised $1B Series D at $13B valuation, operates in Texas and Illinois.

2 calls·1 name·100% bull·last heard 2 months ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$BASE-POWERBase Powerposition

Base Power raises $1B at $13B to deploy home batteries as grid infrastructure

Base Power treats home batteries as utility-scale grid assets — not consumer hardware — owning and operating a fleet that utilities dispatch during peak demand to solve grid utilization problems, with manufacturing co-located in Texas for speed and a $13B valuation backing national expansion.

Bloomberg Tech2026-08episode →

most discussed · click a bar to filter

  • $BASE-POWER

recurring themes

  • Grid & Power Infrastructure2
2 total
$BASE-POWER
Base Power
HIGHzach dell·Bloomberg Tech·2 months ago·Alibaba's New Model, Amazon's AI Win and Apple's Next Chapter | Bloomberg Tech 8/3/2026· position
Base Power raises $1B at $13B to deploy home batteries as grid infrastructure
Base Power treats home batteries as utility-scale grid assets — not consumer hardware — owning and operating a fleet that utilities dispatch during peak demand to solve grid utilization problems, with manufacturing co-located in Texas for speed and a $13B valuation backing national expansion.
"WE REALLY WANT TO SCALE INFRASTRUCTURE TO MEET RISING DEMAND FOR POWER. SO WE BUILT A HARDWARE PRODUCT THAT WE CAN SELL IN HOMES, AND WE LEVERAGED A HOME BATTERY THAT WE DESIGN AN…"
36:48
$BASE-POWER
Base Power
HIGHzach dell·Bloomberg Tech·2 months ago·Alibaba's New Model, Amazon's AI Win and Apple's Next Chapter | Bloomberg Tech 8/3/2026· position
Base Power raises $1B at $13B for grid-scale home batteries as infrastructure
Home batteries as grid infrastructure not backup: 3x larger than Powerwall, utility-operated as wholesale power asset in Texas/Illinois, solves grid utilization problem by moving energy through time, manufacturing co-located with engineering in Texas for speed.
"WE REALLY WANT TO SCALE INFRASTRUCTURE TO MEET RISING DEMAND FOR POWER. SO WE BUILT A HARDWARE PRODUCT THAT WE CAN SELL IN HOMES, AND WE LEVERAGED A HOME BATTERY THAT WE DESIGN AN…"
36:48
8
Grid & Power Infrastructuretailwind
Distributed home batteries reimagined as grid infrastructure assets solving utilization crisis
Base Power deploys company-owned residential batteries as virtual power plants — not solar-tied backup — to increase grid capacity factor and lower costs; operates as wholesale asset in deregulated markets (Texas, Illinois); manufacturing co-location in Texas accelerates iteration; model shifts batteries from consumer hardware to utility-grade infrastructure.
8
Grid & Power Infrastructuretailwind
Base Power reframes home batteries as utility-owned grid assets solving utilization crisis
Base Power deploys home batteries as grid infrastructure assets — not consumer products — owning and operating a fleet that utilities dispatch during peak demand to increase grid capacity factor and lower costs, with manufacturing in Texas enabling rapid scaling to meet rising electricity demand from AI and electrification.