"In 2018, Zach Dell was a summer analyst at Blackstone studying the utility-scale battery opportunity. 'One thing became really clear to me,' he recalls. 'The marginal cost of solar plus storage was going to fall below the marginal cost of coal and natural gas.' He was right. Solar is now the fastest-growing source of electricity in history, and the price of a lithium-ion battery pack has fallen more than 90% since 2010." Base Power & The Future of Electricity, by @espricewright & @mikemcg0: https://www.a16z.news/p/base-power-and-the-future-of-electricity(a16z)