Inside Fuse Energy: Alan Chang on Building a $5B Energy Giant and Chasing £1B ARR

Fuse Energy CEO Alan Chang details the company’s evolution into a major industry player with a $5 billion valuation. The energy sector faces systemic grid connection delays of up to 20 years, forcing a strategy where companies must effectively "become the grid" to bypass infrastructure bottlenecks. Through automation, precise demand forecasting, and in-house EPC execution, Fuse has already lowered energy costs by 15%. Future growth centers on a $1,000 micro-solar battery system designed for rapid, DIY installation. Chang identifies talent acquisition and speed as the primary constraints, prioritizing high-agency individuals who thrive on intense, mission-driven work. The ultimate objective remains lowering energy costs by 20-30% to remove fundamental constraints for downstream industries like AI and manufacturing, aiming to become the leading energy provider on the continent.