Dustin Grace

Decarbonization is the door. Batteries are the key. Co-founder & CEO at Estes Energy Solutions, Inc.

[Dustin Grace @SiliconAnode]

Big congrats to @schrep and @gigascale with $250M to back the founders who are rebuilding the physical economy. 'Hardware is hard' is an understatement. @estesenergy is fortunate to have partners like Gigascale who embrace this and push through.

[Mike Schroepfer @schrep]

1/ Today we're announcing Gigascale Capital's $250M first institutional fund to back early-stage founders rebuilding the physical economy.

[Dustin Grace @SiliconAnode]

@szeloof @fab2 Congrats @szeloof!! Enjoy the ride! 🚀

[Dustin Grace @SiliconAnode]

@lucagrecoita Scorecard

[Dustin Grace @SiliconAnode]

@LimitingThe @Eta_Miraklo Apple has shipped hundreds of millions of iPhones with a titanium chassis. Where there is a will; there is a way.

[Dustin Grace @SiliconAnode]

@a16z @balajis Yes please. Over the longterm, competing on the global stage will only thrive if we can reduce regulatory and litigious friction

[Dustin Grace @SiliconAnode]

@billythalheimer Can relate 😅

[Elon Musk @elonmusk]

@JessePeltan Truly massive battery tonnage is coming

[Ally Bell @withtenacity]

Coming out of stealth, Estes Energy is building a chemistry-agnostic battery platform manufactured in the United States.

[Dustin Grace @SiliconAnode]

@larsmoravy Amen, brother 🙌🏻

[Daniel @thelithiumminer]

Up next: Batteries 🔋

[Dustin Grace @SiliconAnode]

@wmorrill3 💯

[Dustin Grace @SiliconAnode]

“Scaling up manufacturing capacity, especially in batteries and electric drivetrains, is the vital next step as companies establish the supply chain necessary for higher sales in the years ahead.

Such expansion of the technology portfolio requires high investment and can also be challenging.”

@colinmckerrache 👏🏻

[BloombergNEF @BloombergNEF]

Battery-electric & fuel-cell truck sales are gaining traction, with China leading. BloombergNEF’s new report highlights falling battery costs & innovative models scaling the market. ⚡

👉 Read more: https://t.co/FvcSMhu6DB

#EVs #CleanEnergy #ElectricTrucks

[Dustin Grace @SiliconAnode]

@stevelevine “We can incrementally de-risk the project, rather than deploying a bunch of capital at once,” Kumar said.

This is the way…@VivasVK7 👏🏻

[Dustin Grace @SiliconAnode]

Removing inverter costs, and sizing systems between 50-4000MWh (their best pricing tier), Tesla’s 2024 advertised market rate for LFP stationary battery (powered by CATL cells) is $210-214/kWh.

Made-in-China but Assembled-in-USA battery systems — such as this Megapack — are still selling for over $200/kWh. Bankable and at scale, despite what the world is being told about falling battery prices.

[Ten000Hours @DevInTheLab]

I’ve denied it for so long but now it’s hard for me to unsee…

[Dustin Grace @SiliconAnode]

@sampritibh Generally agree this will be quite common within 10 years. Although I think the majority of the population will ‘own’ their personal self driving car (L4/L5). Much in the same way they own their appliances, phone etc., I believe it will largely remain a personal device.

[Dustin Grace @SiliconAnode]

Somebody forgot to inform the Nordics that EVs don’t work in cold climates… 🤔

Joking aside, polar amplification of climate change appears to be a significant driver of climate tech adoption. 👏🏻 👏🏻

[Dan Priestley @danWpriestley]

Every day, the Tesla Semi demonstrates that battery electric trucks can directly replace diesel trucks. With our own fleet of Semis, Tesla has shipped >20,000 battery packs out of Gigafactory Nevada to support Fremont vehicle builds. These trucks run the same route, carrying the same load (no load reduction for weight) as the diesel trucks running this route but at substantially lower operating cost. Now, it’s about scale.

The EPA Phase 3 rules will help hasten the overall fleet transition to zero emissions and address the harmful particulate emissions and other pollutants from diesel trucks. In combination with the superior economics and experience that battery electric trucks provide, I expect full market adoption will occur faster than many think.

[Simon Moores @sdmoores]

Solid state batteries were supposed to be in EVs around now.

People overestimated the ease of their commercialisation and underestimated how good lithium ion (NCA / NCM / LFP) batteries could get.

Nothing is static. Everything is up for grabs.

‘Classic’ lithium ion is still getting better, lower cost (for now) and abundant.

@benchmarkmin

[James Lucas @JamesLucasIT]

Thread of the most epic images and videos from SpaceX Starship's launches 🧵