Finally completed the 3rd chapter too. Honestly, the way you've written the story is really compelling. I think understanding a company at this level before investing is something every investor should strive to do.
Hey Packy in the hands of another VC this would be a puff piece. But it's not this is a deep dive into a generational company being built. Super impressed looking forward to each chapter as it's dropped on the way to the IPO. Keep it technical keep it business strategy keep it human and keep narrating the story.
1) Expanding capabilities at the edge and then standardize them into processes and software and make them more efficient.
2) Learn something, then turn it into a process or integrate into your exisiting processes
3) Constantly failing, but it’s also constantly getting better
Not sure they will be THE biggest energy company though compared to Tesla/SpaceX merger, seeing as that company will make the batteries, megapacks, compute chips, A.I, planning 100GW of Solar production. Hard to catch up with that. But maybe 2nd biggest is reachable.
Base Power should invest in creating, designing and producing a better heat pump.
Finally completed the 3rd chapter too. Honestly, the way you've written the story is really compelling. I think understanding a company at this level before investing is something every investor should strive to do.
Hey Packy in the hands of another VC this would be a puff piece. But it's not this is a deep dive into a generational company being built. Super impressed looking forward to each chapter as it's dropped on the way to the IPO. Keep it technical keep it business strategy keep it human and keep narrating the story.
Great chapter 3.
An awesome top 1% type company for sure.
Three mental models I added to my list from this:
1) Expanding capabilities at the edge and then standardize them into processes and software and make them more efficient.
2) Learn something, then turn it into a process or integrate into your exisiting processes
3) Constantly failing, but it’s also constantly getting better
Not sure they will be THE biggest energy company though compared to Tesla/SpaceX merger, seeing as that company will make the batteries, megapacks, compute chips, A.I, planning 100GW of Solar production. Hard to catch up with that. But maybe 2nd biggest is reachable.