Elson Bankoff retweeted
Today, Powertown begins the search our next 13 full-time hires who will join us in defining the future of American power infrastructure.
Elson Bankoff retweeted
We’re building infrastructure to meet the complexity of American industry and its history.
We can’t idly wait for top-down change. Build for humans and towns!
Countries like Poland are beating us at C&I battery adoption. In 2026.
What bullshit.
So, I spent 7 months w/ people who had an idea. Decided that I believe we can be better for #American #businesses. Spent the same 7 months activating market design in Texas to solve the #datacenter power problem. I refuse to solve only half of the problem.
Cofounders are my academic/professional mentees. They have followed all of my work since 2024. Consumed all of my shared change agent IP. They're using it.
I'm an Angel.
They are #Powertown.
Together the end game is to put more damn batteries on the ground in America.
#powerAmerica
#buildAmerica
#buildhumanity
#buildabundance
#terranaut
Energy storage is a communication device between and a facility and the mess outside. It is a financially astounding opportunity, and so damn poetic. Bringing Powertown to life is the truest form of civic engagement I’ve ever felt 🇺🇸
Countries like Poland are beating us at C&I battery adoption. In 2026.
What bullshit.
So, I spent 7 months w/ people who had an idea. Decided that I believe we can be better for #American #businesses. Spent the same 7 months activating market design in Texas to solve the #datacenter power problem. I refuse to solve only half of the problem.
Cofounders are my academic/professional mentees. They have followed all of my work since 2024. Consumed all of my shared change agent IP. They're using it.
I'm an Angel.
They are #Powertown.
Together the end game is to put more damn batteries on the ground in America.
#powerAmerica
#buildAmerica
#buildhumanity
#buildabundance
#terranaut
Elson Bankoff retweeted
Countries like Poland are beating us at C&I battery adoption. In 2026.
What bullshit.
So, I spent 7 months w/ people who had an idea. Decided that I believe we can be better for #American #businesses. Spent the same 7 months activating market design in Texas to solve the #datacenter power problem. I refuse to solve only half of the problem.
Cofounders are my academic/professional mentees. They have followed all of my work since 2024. Consumed all of my shared change agent IP. They're using it.
I'm an Angel.
They are #Powertown.
Together the end game is to put more damn batteries on the ground in America.
#powerAmerica
#buildAmerica
#buildhumanity
#buildabundance
#terranaut
Elson Bankoff retweeted
Winning the intelligence layer was never going to be enough: models without electrons are stranded assets that can’t percolate. You need the full stack: silicon, steel, and substations.
Elson Bankoff retweeted
How many of you read @a16z's Decentralizing the Electric Grid?
Great piece by my friend @rmcentush
Happy to have contributed to it pre-publish
Elson Bankoff retweeted
Batteries are the "lightbulb of the 21st century": their costs are down 50% v. 18 months ago, and 95%+ v. 2010
It's a drastic drop of spectacular proportions, powering the clean energy transformation worldwide
Another one of my charts of the year
Elson Bankoff retweeted
Sodium-ion isn’t a #lithium replacement — it’s market segmentation.
It targets use-cases where cost, safety & cold-weather performance matter more than energy density: entry-level EVs, fleets, battery swapping, some stationary storage. Those were never the core drivers of lithium demand.
Lithium still owns the heavy hitters: long-range BEVs, fast-charging platforms, large packs (75–100+ kWh), grid-scale BESS, and now AI/data-centre power. Physics hasn’t changed.
Even CATL frames this as a dual-track future: sodium alongside lithium, not instead of it.
Here’s the counter-intuitive bit markets miss: sodium can increase lithium demand. Cheaper entry EVs widen adoption, accelerate the S-curve, and expand total battery kWh deployed. Lithium demand is driven by energy, not unit count.
Sodium trims the edges. Lithium still owns the core.
carnewschina.com/2025/12/28/…
Elson Bankoff retweeted
I have a @nytimes op-ed today on managing power demand growth w/out driving up rates. Central point: load growth is an opportunity to *offset* upward pressure on rates, if we plan the system to make fuller use of infrastructure we’ve already paid for.
WonDER Woman herself. The best Holiday Card.
My beautiful 🌍- changing DERVOS guides, mentees, pride and joy. 🔋⚡🌍✨
Oct. 17 2025 = Holiday Cards.
@ElsonBankoff @Swastij00
at @Harvard & @ColumbiaSIPA
#DERVOS
@DER_Task_Force
Baby’s first DERVOS. @DER_Task_Force nailed this one. Gang’s all here!! Also excited to be on Energy X (LinkedIn is tweakville). This is going to be fun— I have a lot to say💃























