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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 8 days 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 Tech2026-08→

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2 total
$BASE-POWER
Base Power
HIGHzach dell·Bloomberg Tech·8 days ago· 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·8 days ago· 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