Zach Dell

For all the builders out there who listen to The Green Blueprint, I think you'll get a lot out of my conversation with Alfred.

You should also listen to his interviews with guests like Zach Dell, Senator Heinrich, and Drew Baglino.

Let's get into it.

I'm not fully pessimistic that this is just a moment where we build data centers fueled by nothing but fossil fuels, and that's the end of the story.

I started advising Base Power within two weeks of leaving Tesla.

Uh, Zach Dell and Justin Lopez, amongst the many things they have to their credit as founders, as co-founders, already understood that they need people who understand that the prosperous infrastructure thesis of building for all of these moats simultaneously and building into a socially prosperous system is the only way to do private returns well in a hard space like batteries and grids.

Before, investors didn't care if these companies had regulatory or market design experts.

They didn't care about it.

Now move the same battery into a home in a deregulated area.

This is the business Zach Dell describes when he tells David Senra, I don't sell batteries, I sell electricity.

It is also, on the record, only half of BASE's structure.

In every utility arrangement, the utility sells the electricity and BASE sells the toll.

That theme of learning from others shows up again when Sam describes tracking 50 high performers at age 24.

He compares that method to how Buffett uses a too-hard pile and Zach Dell separates work in the business from work on the business.

The message is simple: know what mode you’re in.

They also warn about outside influence.