My conversation with @ZachBDell, co-founder of @basepowerco. 0:00 Energy Abundance & the Power Demands of AI 6:15 How Batteries Make the Grid More Efficient 9:09 Early Ventures & the Insight Behind Base 15:34 We Don't Sell Batteries. We Sell Electricity. 22:25 How Base Works With Utilities & Competes for Customers 30:44 Learning From Michael Dell: The "Dad Terminal" 32:22 Vertical Integration & Lessons From SpaceX 39:34 Writing Clearly & Making Time to Think 44:53 North Stars, Turtles & Relentless Execution 53:55 Learning From Great Founders & Building a Beloved Brand 56:27 What's Your Constraint? 1:06:26 Base Core & Taking Control of Manufacturing 1:11:02 A Lifelong Mission & the Last Company He'll Build Includes paid partnerships.