For decades, America’s electrical system has rewarded utilities for building more infrastructure, not for lowering costs.
The result is a grid that expanded but rarely improved.
@ZachBDell, co-founder and CEO of
@basepowerco, is building a different kind of power company.
In our conversation, we explore:
• How a failed college solar project and early energy experiments in India pulled Zach into the power industry
• How the U.S. grid’s regulatory structure discourages innovation and why Texas’s deregulated market creates space for new power companies
• Base’s “make, move, store, sell” framework for thinking about the full power stack
• How aggressive AI adoption is compressing cycle times and why slow adopters risk falling behind
Thank you to the partners who make this possible
-
@meetgranola: The app that might actually make you love meetings:
granola.ai/mario
-
@brexHQ: The intelligent finance platform:
brex.com/mario
(00:00) Introduction to Zach Dell and Base
(09:31) Lessons from Phil Jackson on aligning talented teams
(21:49) Justin’s strengths as a co-founder and how their partnership formed
(30:55) Why Base became the obvious focus
(41:44) How Base works in two market types
(50:43) The Gen 2 hardware mistake and the lesson in risk management
(58:45) How hiring at Base has evolved
(1:06:29) Final meditations