Patrick O'Shaughnessy

It's worth reaching out to Ridgeline to see what the unlock can be for your firm.

Visit RidgelineApps.com to schedule a demo.

I'm excited to introduce our newest sponsor, Arcana.

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Hello and welcome, everyone.

I'm Patrick O'Shaughnessy, and this is Invest Like the Best.

This show is an open-ended exploration of markets, ideas, stories, and strategies that will help you better invest both your time and your money.

If you enjoy these conversations and want to go deeper, check out Colossus Review, our quarterly publication with in-depth profiles of the people shaping business and investing.

You can find Colossus Review along with all of our podcasts at joincolossus.com.

My guest today is Zach Dell.

Zach is the co-founder and CEO of BASE.

BASE is a modern power company building a reliable and affordable home energy service powered by distributed batteries.

We explore one of the most underappreciated machines in our world, the electrical grid.

Zach walks us through the complex world of electricity infrastructure and explains why the 100-year-old grid is woefully unprepared for the explosion in demand coming from AI, electric vehicles, and industrial electrification.

BASE's approach involves creating a distributed network of home batteries that provide backup power to customers while serving as grid resources, elegantly solving infrastructure bottlenecks that plague traditional utility scale projects.

We discuss energy as the fundamental enabler of human progress, scaling distributed energy assets, and the vertical integration strategy driving BASE's unit economics.