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Elon's Former Battery Chief: AI Data Centers Will Make Electricity Cheaper

August 18, 2026 · 1 h 34 min

Show notes

Can today's power grid handle the explosive growth of AI data centers? Tesla Alum Drew Baglino, now founder & CEO of Heron Power, doesn't think so.

In this episode, he joins Lukas Biewald to talk about why scaling compute requires a fundamental overhaul of grid-to-chip infrastructure, not just bigger power plants.

They cover how Heron Power raised $140M to cut power losses in half, shrink massive oil-filled transformers by 100x, and unlock 35MW of extra compute for every gigawatt data center, and what that means for the future of AI energy efficiency.

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