Zach Dell

And we think that we can build some really interesting solutions upstream.

And we talked about downstream.

We think we can build some really interesting solutions upstream of the home, upstream of the building to serve these utilities in the modern electric era.

We see a really big opportunity to partner very closely with utilities outside of just deploying distributed storage at the home, basically being their R&D function.

There's a play here to kind of be the palantir for utilities where you go in and you bring a bunch of

world-class hardware and software engineers who really understand the systems that they're working with.

And you help them solve problems that they're not well-positioned to solve.

When I was younger, middle school, high school, it never occurred to me that there was anything interesting to do in the world other than being an entrepreneur.

My dad was an entrepreneur.

I looked up to his friends that were entrepreneurs.

I saw company building and problem solving as synonymous.

And the harder the problem, the larger the economic outcome downstream of the solution.

And that was something that just kind of struck me as a young person.

I kind of knew that I wanted to build companies and solve hard problems.

And I experimented with different things in high school and college and building things and with some really awesome people.

And in college, I kind of was struck by the energy bug.

I alluded to this chart of energy consumption per capita and GDP.

I just kind of had this obsession of creating opportunities for people to get access to affordable, reliable power is the best way to improve their lives.

And long story short, I spent most of college trying to develop systems

to do anaerobic digestion in rural parts of the world, particularly in India, to turn human waste into biogas.