PERSON DIRECTORY
Zach Dell
Zach Dell appears in 3 indexed conversations across David Senra, Invest Like the Best, No Priors. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
3 EPISODES3 SHOWS
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Zach Dell - Powering the Future - [Invest Like the Best, EP.434]
Patrick O'ShaughnessyZach Dell
US electricity demand could accelerate from a 2% to a 10% CAGR as EVs, AI infrastructure, and industrial electrification collide with a 5-10-year interconnection queue.Base deploys batteries behind existing meters for $500 upfront plus $16/month, targeting a 4-year unlevered payback while utility partnerships could temper volatile merchant energy revenues.