Elson Bankoff

Dropping out of Harvard to unlock the electron economy and build a great American company

[koko 𝑥𝑠 @kokoxsu]

We @novaholdings crafted the most complete library of founder biographies — origin stories from the formative years of the out-of-distribution individuals behind history’s defining companies.

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[Phillip Yan @PhillipYan2]

Winning the intelligence layer was never going to be enough: models without electrons are stranded assets that can’t percolate. You need the full stack: silicon, steel, and substations.

[Bryce Johanneck @BryceJohanneck]

How many of you read @a16z's Decentralizing the Electric Grid?

Great piece by my friend @rmcentush

Happy to have contributed to it pre-publish

[John Coogan @johncoogan]

https://t.co/bwjdMztyLp

[Animesh Koratana @akoratana]

https://t.co/9W4ldW04zs

[Elson Bankoff @ElsonBankoff]

Hell yeah. Let’s get after it

[Assaad Razzouk @AssaadRazzouk]

Batteries are the "lightbulb of the 21st century": their costs are down 50% v. 18 months ago, and 95%+ v. 2010

It's a drastic drop of spectacular proportions, powering the clean energy transformation worldwide

Another one of my charts of the year

[Chris Meder @EVCurveFuturist]

Sodium-ion isn’t a #lithium replacement — it’s market segmentation.

It targets use-cases where cost, safety & cold-weather performance matter more than energy density: entry-level EVs, fleets, battery swapping, some stationary storage. Those were never the core drivers of lithium demand.

Lithium still owns the heavy hitters: long-range BEVs, fast-charging platforms, large packs (75–100+ kWh), grid-scale BESS, and now AI/data-centre power. Physics hasn’t changed.

Even CATL frames this as a dual-track future: sodium alongside lithium, not instead of it.

Here’s the counter-intuitive bit markets miss: sodium can increase lithium demand. Cheaper entry EVs widen adoption, accelerate the S-curve, and expand total battery kWh deployed. Lithium demand is driven by energy, not unit count.

Sodium trims the edges. Lithium still owns the core.

https://t.co/ydqAujvohf

[Elson Bankoff @ElsonBankoff]

Anyone in an energy quant job wanna quit and do something with more of a mission?

[Tyler Norris @tylerhnorris]

I have a @nytimes op-ed today on managing power demand growth w/out driving up rates. Central point: load growth is an opportunity to *offset* upward pressure on rates, if we plan the system to make fuller use of infrastructure we’ve already paid for.

[Elson Bankoff @ElsonBankoff]

WonDER Woman herself. The best Holiday Card.

[Arushi Sharma Frank @ArushiSF]

My beautiful 🌍- changing DERVOS guides, mentees, pride and joy. 🔋⚡🌍✨

Oct. 17 2025 = Holiday Cards.

@ElsonBankoff @Swastij00
at @Harvard & @ColumbiaSIPA
#DERVOS
@DER_Task_Force

[Elson Bankoff @ElsonBankoff]

Baby’s first DERVOS. @DER_Task_Force nailed this one. Gang’s all here!! Also excited to be on Energy X (LinkedIn is tweakville). This is going to be fun— I have a lot to say💃