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Drew Baglino
@baglino
Founder and CEO of Heron Power Former SVP of Powertrain and Energy at Tesla
82 Following    79.6K Followers
It’s a privilege to work closely with @zachkirkhorn again, his candid insights bring the best out of all he collaborates with!
Today is a pivotal day at @heronpower as we announce Heron Factory One, our first large-scale manufacturing facility, in Morgan Hill, California. We will invest over $100M to transform a former distribution warehouse into a facility capable of manufacturing 10,000 Heron Links a year. The decisions involved in manufacturing are weighty and consequential. Whether to build a factory, where to site it, what to make versus buy, how much to automate, what equipment to use. Each one can bring pain or gain to a company at a critical time. As they say, prototypes are easy and manufacturing is hard. The Heron team faces this challenge pooling decades of hard-won, hands-on experience building 10k per week battery and vehicle lines, vertically integrated energy storage factories, and continuous motion consumer goods and battery cell factories. Perfection is impossible, but we have high execution expectations for Heron Factory One, and our customers do too. America's grid is growing faster than in decades to meet new demand from AI, electrification, and re-shored manufacturing. But much of the critical equipment underpinning the grid hasn't fundamentally changed in a hundred years, and nearly 80% is imported. Heron Link replaces passive steel and oil with silicon and software, offering our customers a more efficient, smaller footprint, faster to deploy, and high uptime solution. We are bringing much-needed innovation to the grid edge to match the pace of progress in AI, energy storage, and renewable energy. Securing the site is the first of many steps towards building the largest SST manufacturing facility in the United States, if not the world, and prep for mass production in late 2027.
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