The case for cheap batteries to help fix the aging US grid
Substack shared an a16z profile of two founders who see cheap batteries as part of the answer, alongside a warning about China’s lead in electricity generation.
TLDR
Substack shared an a16z profile of two founders who believe cheap batteries could help fix the aging US grid. Substack also quoted a warning that China generated more than twice as much electricity as the United States in 2025. The quote frames that gap as a growing national security problem as energy becomes a bottleneck for industries such as AI and manufacturing.
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