Drew Baglino

The producer of silicon carbide, which is a key power semiconductor, is based here in the U.S.

And so we should be leveraging the applications of that technology here first, manufacturing here at home.

And if we don't, we're basically losing all the benefits that accrue from that technology to other countries.

And I don't think we should do that.

Big question there.

Well, I had a front row seat to an amazing set of impactful innovations at the grid's edge, right?

EVs becoming more affordable, not just more affordable, but more omnipresent around us, building the supercharging infrastructure to support those electric vehicles, and then working on grid storage.

I was responsible for Megapack and scaling the energy business at Tesla.

And I

All along the way, what I saw was even though there's so much innovation happening at the edge of the grid, on the other side of the wire, there's really been no change.

The systems underpinning the grid today are the same largely mechanical systems that were developed over 100 years ago.

And you don't get control.

You don't get monitoring.

You end up with an overbuilt system that is fragile.

And also, there's not a lot of suppliers providing that equipment.

And most of them are actually headquartered overseas.

And that just doesn't seem like a secure position for such critical infrastructure for us to have here in the United States.

What does it take to get things done here?

I think you can.

I mean, I built the mega factory with my team.