We’re in the middle of the sharpest demand inflection the energy industry has seen in a century. We built @basepowerco to meet it. Distributed storage lets us add capacity on the grid we already have, in months, in the locations that are actually constrained. @cpatdowling laid out how this works. We’re bringing tens of MWs online per month today, on the way to hundreds. ERCOT is drafting ADER Phase 4 so those MWs can be dispatched where they’re needed. Resources we can build in a few months can help with real congestion, in real time. Thanks to our friends at Piq Enerrgy for helping pull this together. We hope it’s useful as other markets try to do the same.

Thank you to all of our interns at @basepowerco this summer. Our interns work on real projects that move the needle for the business. It is always fun to chat with them about what they are working on, and their contributions this summer were super impressive across the board. It was great working with and getting to know you all. I will miss seeing you all around the lunch/dinner tables at Base HQ.

It was fun to collaborate with our friends @RibbitCapital on their power letter (link below). For those interested in energy / compute, it is a fantastic read. As we have gotten to know the Ribbit team since they first invested at the Series C, we've been extremely impressed by their ability to balance analytical rigor with simple frameworks / clarity of thought. We look forward to continuing to learn alongside them for many years to come. @mickymalka @JSCCapital @nshalek

Base Core is the best and biggest home battery, built right here in Austin. But the actual story is that we now control our own supply. For years, we couldn't build enough batteries for everyone who wanted one. With our own battery, that constraint is gone. So far, in a supply-constrained world, we’ve saved over 30,000 members tens of millions and backed them up through 28,000 hours of outages. Now the potential for impact feels nearly unlimited. Which means the growth team needs to think much, much bigger. This is where it gets fun. Come build the biggest, most beloved power company with us.

Today, we're launching Base Core, our own battery designed & built in Texas, and announcing our $1B Series D to bring it to homes across the country. Three years ago, we started Base with a belief that batteries were the unlock to energy abundance. We saw battery storage as the foundation of a modern energy system, and believed we could win the market with vertical integration, technology, and relentless execution (what we now call Base Pace). So we set out to build a network of distributed batteries to deliver affordable, reliable electricity to homeowners and utilities. While the job is far from finished, the launch of Base Core is the most meaningful step in that plan. We’ve spent the last few years learning hard lessons about building a distributed battery fleet, going from 1 install per day in June of ‘24 to 100 installs per day in June of ‘26. These lessons - how the battery is shipped, installed, used, and monitored - informed the design of Core. Now, Core will be the foundation of the company's next phase of growth. Base Core is a first-of-its-kind home battery. At ~40 kWh it is 3x the size of most home batteries, providing up to 36 hours of backup for the average home. In the event of multi-day outage, Core is equipped with a (first of its kind) generator port - pull out a small portable generator and charge the battery back up to keep your home running as long as you need. When an outage does happen, the backup is seamless - most members won't even notice the grid went down. It's built to withstand Texas summers, Chicago Winters, and everything in between. And finally, it’s manufactured by our team in Austin, at Base Factory 1, right across the street from our HQ. This new capital will bring Core to more homes and to accelerate our ambition beyond batteries. The round is co-led by Ribbit, Addition, Valor, and JP Morgan, with participation from new major investors D1, Sands, Coatue, Layer Global, and Energy Impact Partners. All of Base’s major existing investors are re-investing, including Thrive, Altimeter, Lightspeed, a16z, CapitalG, Trust, and more. This brings our valuation to $13B. As we enter the most important growth period in the history of the electricity industry, our mission has not changed - advance human prosperity by delivering the world's most affordable and reliable electricity. Our strategy has not changed - technology, plus vertical integration, plus relentless execution, leads to a compounding cost advantage. What has changed is the scope of our ambition - this new capital, along with the team and capabilities we've built over the last three years, positions us to build technology across the electric stack, including what it takes to serve surging demand from AI, and to deepen our partnerships with utilities as they work to meet rising demands. Electricity is the largest and most essential industry in the world, and it does not have a defining technology company. The company that delivers the most affordable, reliable power will be one of the largest and most impactful companies in the world. We intend to build it. If you'd like to join us, reach out. Onwards.

@basepowerco is now available in Austin. We are proud to partner with @austinenergy to bring affordable home backup to our hometown. Austin is where Base was founded, where our headquarters is located, and where many of our team members grew up (myself included) and still call home. Partnering with our hometown utility to serve our community means a lot to us.

Kudos to @ZachBDell @JLopas & the whole @basepowerco team for this game-changing innovation, as well as to @ComEd for having utility policies & tariffs that make this customer-focused entry possible. Full write-up here

Base Power is now live in Illinois, our first market outside of Texas. We've helped more than 20,000 Texas homeowners lower their energy bills and back up their homes. We're bringing that same model to Chicagoland, where energy supply rates surged nearly 50% last year and continue to climb. Learn more at

Extremely excited to share this one. We recently signed a 40 MW deal with @austinenergy to deploy our distributed storage technology here in Austin. More to come in the coming weeks on our offering for homeowners in Austin. Very proud to partner with our hometown utility.

In the span of ~3 months, the team @basepowerco has built out operational tools that replace or avoid the purchase of an enormous amount of SaaS. Token costs might actually equal the cost of buying the SaaS, but cost isn't the point. It's the fact that the tools are perfectly tailored to our operations, infinitely customizeable going forward, and tied into our data. A sampling: - Warehouse Management System (WMS) - Manufacturing Execution System - CRM for B2B sales - Material Requirements Planning (MRP) - Sales & Operations Planning tool - Labor crew management, forecasting, and associated vehicles tool - Policy objectives and stakeholders tracker - Countless dashboards for each team The impact that AI has had on our business is incredible.