Substack(@Substack):“Last year, China generated more than twice as much electricity as the United States, and as energy becomes the bottleneck on industries like AI and manufacturing, that gap is becoming a national security problem.” @mikemcg0 and Erin Price-Wright of a16z profile two founders who believe cheap batteries can be part of the answer to fixing the aging US grid

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2026.09.16 20:01

“Last year, China generated more than twice as much electricity as the United States, and as energy becomes the bottleneck on industries like AI and manufacturing, that gap is becoming a national security problem.” @mikemcg0 and Erin Price-Wright of a16z profile two founders who believe cheap batteries can be part of the answer to fixing the aging US grid