The Information's TITV AI Umpires in the MLB, Base Power Updating American Power, Trump & Big Tech | Oct 9, 2025
14 snips
Oct 9, 2025 
Justin Lopas, COO of Base Power, shares insights on their recent $1 billion funding round and how distributed batteries can tackle rising energy demands from data centers. Sara Germano, a sports business reporter, discusses the game-changing automated ball-strike system in MLB, alongside fan-driven AI-generated content transforming viewer engagement. Sheel Mohnot from Better Tomorrow Ventures dives into his firm's new $140 million fintech fund, revealing market trends and pressures shaping the industry, including the evolving dynamics with big tech and Trump's influence.
AI Snips
Chapters
Transcript
Episode notes
Grid Costs, Not Generation, Drive Prices
- Electricity price rises are driven more by delivery and grid limitations than generation costs.
- Increasing demand from AI and electrification stresses aging transmission and distribution infrastructure.
Deploy Subscription Home Batteries
- Install distributed home batteries owned by a utility-like operator to provide backup and grid support without upfront customer capital.
- Offer subscription pricing so homeowners get backup power and operators can dispatch storage into wholesale markets.
Batteries As Capacity, Not Just Backup
- Batteries time-shift and geographically shift electricity to reduce peak grid load.
- That capacity mechanism lets grids absorb large new loads like data centers or EV charging without immediate network rebuilds.