← The field
EnergySeries CAustin, TXVerified

Base Power

Whole-home batteries that double as a virtual power plant

EnergyMaterialsConstruction
What they build

The product

Custom whole-home battery backup systems installed at no upfront cost in exchange for the homeowner becoming a Base electricity customer. Base aggregates the fleet as a virtual power plant, selling grid services back to ERCOT and using the assets for outage backup. In-house hardware (battery + inverter), software stack, and a 100% in-person Texas field-install workforce. First battery factory under construction near Austin.

Why it matters

The thesis

Base is reframing residential energy: instead of selling a battery, they sell a 30-year electricity plan in which you happen to host their grid asset. ERCOT is the perfect proving ground — high outage exposure, deregulated retail, summer peak premiums. The $1B Series C (Oct 2025) at a $4B valuation funds expansion beyond Texas and a second US factory. This is the 'Tesla Energy if Tesla Energy was actually focused' bet.

Source material

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