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

Drew Baglino, Tesla's former battery chief and now founder of Heron Power, argues the current grid cannot support AI's explosive growth. He outlines why scaling compute demands a fundamental rethinking of grid-to-chip infrastructure — not just building more power plants. Heron Power raised $140M to develop technology that cuts power losses in half, shrinks oil-filled transformers by 100x, and unlocks 35MW of additional compute per gigawatt data center, pointing toward a more efficient AI energy future.