In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Zach Dell, CEO of Base, about the intricacies of the electrical grid and the future of energy. Zach explains the grid's physical and financial infrastructure, its historical context, and the regulatory environment, particularly highlighting Texas as an energy innovation hub. He emphasizes the strong correlation between energy consumption and economic prosperity, discussing the increasing demand for electricity due to AI, electric vehicles, and industrial electrification. Zach introduces Base as a company focused on deploying distributed battery storage to support the grid, offering homeowners affordable and reliable power. The conversation covers the economics of batteries, the challenges of energy arbitrage, and the potential for vertical integration to drive down costs. Zach also shares his personal journey into the energy sector, his entrepreneurial motivations, and the importance of building a strong engineering culture.
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