Subvolts take AI's energy needs are straining the grid; Base Power aims to fix it by building power from the ground up. Oct 15, 2025 - Developers
- Learn about the energy infrastructure challenges and opportunities supporting AI development.
- Business
- Understand how companies like Base Power are tackling the energy demands of AI and the associated investment landscape.
This episode features a CEO discussing a significant $1 billion fundraise for a company addressing critical energy infrastructure needs for AI.
Unlocking the Road to Energy Abundance with Base Power CEO and Co-Founder Zach Dell
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From Subvolts
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No Priors hosts Sarah Guo and Elad Gil interview Zach Dell, CEO and co-founder of Base Power. They discuss the company's recent $1 billion fundraise and its mission to re-architect the electric grid to meet exploding AI energy demand. Dell explains Base Power's strategy of vertical integration to lower electricity costs, the role of batteries, and regulatory hurdles.
AI needs a lot of electricity, and our power grid is struggling to keep up. Base Power is raising money to build new power sources and storage, like batteries, to make electricity cheaper and more available for everyone, especially for big AI data centers.
This episode offers insight into the critical infrastructure challenges powering AI's growth. It's for anyone interested in the energy sector's future, particularly those concerned with grid capacity and cost. The discussion on energy buildout and AI training centers directly relates to the immense hardware demands of frontier AI labs like Google Gemini and OpenAI, highlighting the need for scalable energy solutions.
- HostSarah Guo
- HostElad Gil
- GuestZach DellCEO and Co-Founder, Base Power
- Guest: Zach Dell, CEO and Co-Founder of Base Power
- Show: No Priors
- Length: 32 minutes
- Fundraise: $1 billion
- Topic: Re-architecting the electric grid for AI energy demand
With demand from AI for energy already exploding, our electric grid is facing a crisis. Base Power CEO and co-founder Zach Dell is ready to re-architect its future from the ground up. Zach sits down with Elad Gil to talk about Base Power’s recent $1 billion fundraise from major investors. Zach discusses the role of energy across industries, as well as Base Power's mission to lower electricity costs through vertical integration. Zach and Elad also explore the future of energy, the role of batteries in transforming the grid, and the regulatory challenges facing the energy industry. Plus, Zach pitches why top talent should make their careers in energy generation.
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Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @ZachBDell | @basepowerco
Chapters:
00:00 – Zach Dell Introduction
00:50 – Base Power’s Vision
02:15 – Base Power’s Products and Services
04:00 – What Drew Zach to Working on Power
05:12 – Base Power’s Founding Team
06:58 – Base Power’s Hiring Needs
08:02 – How Zach Hired an Awesome Founding Team
09:51 – How Do We Meet Energy Demands?
12:58 – How Viable is Nuclear Energy?
17:04 – Global Energy Cost Dynamics
17:41 – Future of AI Training Centers
18:32 – What Will Drive Energy Buildout
20:38 – Drivers of Energy Transmission Cost
22:30 – Regulation and the Energy Industry
23:52 – What Zach is Optimistic About in Energy
24:42 – Cultivating Base Power’s Culture
27:26 – Zach’s Philosophy on Capitalization
30:00 – How Base Power Uses Scale
31:57 – Conclusion
- vertical integration
- Zach Dell
- controlling all steps of production and distribution, from raw materials to the final product.
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Questions people ask
- What is Base Power's mission?
- Base Power aims to lower electricity costs through vertical integration and re-architect the electric grid's future.
- What challenges does the energy industry face?
- The industry faces challenges related to meeting exploding AI energy demand, grid capacity, and regulatory hurdles.
Page generated Oct 19, 2026. Summaries are Subvolts' own; the audio, artwork and notes belong to Conviction.