The Realignment

567 | Sam D'Amico & Noah Smith: Why Electricity Is Eating the World - How the Electric Tech Stack Will Dominate the 21st Century

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Aug 14, 2025
Sam D'Amico, Founder & CEO of Impulse Labs, is revolutionizing kitchen tech with his high-performance electric stove, while Noah Smith, a tech-savvy author, invests in this promising venture. They explore how the 'Electric Tech Stack' is set to transform industries from cooking to warfare. The discussion covers China's lead in electrification, the geopolitical stakes, and the shift from combustion to electric power. With electrification reshaping the future, they emphasize the need for a strong industrial policy to stay competitive globally.
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INSIGHT

Electric Tech Stack Defined

  • The electric tech stack combines batteries, motors, power electronics, and computing to remake products previously dominated by combustion.
  • This stack enables software to directly control physical actuation and energy use at high power and precision.
ANECDOTE

Working Battery-Powered Stove

  • Sam D'Amico built a battery-powered, software-defined stove that outperforms gas and ships to customers today.
  • He uses that product to show how household batteries can make the grid more flexible and consumer devices more capable.
INSIGHT

The Three Tech Enablers

  • Three late-1990s/2000s inventions—lithium batteries, strong permanent magnets, and advanced power electronics—enabled high-power electrification.
  • Together they let electric systems match or exceed combustion for many high-power tasks, unlocking new product categories.
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