Drew Baglino, the former senior vice president for powertrain and energy at Tesla, shares insights from his 18 years at the company, particularly focusing on Tesla’s ambitious Master Plan 3. He discusses the feasibility of decarbonization through extensive electrification and the crucial role of wind and solar energy. Drew expresses skepticism about AI-driven load growth and stresses the U.S.'s capacity for expanding transmission. They also touch on the challenges of energy curtailment and the importance of innovative solutions for renewable energy deployment.

Drew Baglino, former Tesla exec, discusses decarbonization and renewables deployment with high curtailment. Topics include AI-driven load growth, U.S. transmission buildout, dealing with excess power, and meeting material requirements for decarbonization.