Latest / What's Your Problem? / How a Battery-Powered Stove Could Electrify America
Transcript
- 0:15Speaker 1: Pushkin. There's two ways in. There's two ways in, and
- 0:21Speaker 1: I'll let you choose. One way in is pizza and tokyo.
- 0:25Speaker 2: The other way you got, what's the second one? What's
- 0:29Speaker 2: the second one?
- 0:30Speaker 1: The second one is the more uh thinky, the more
- 0:33Speaker 1: intellectual way in, which is like electrification is great, but
- 0:37Speaker 1: like the wire going into my house isn't big enough
- 0:40Speaker 1: basically to get all the electricity into my house that
- 0:42Speaker 1: I need.
- 0:43Speaker 2: Let's start with pizza.
- 0:50Speaker 1: I'm Jacob Goldstein and this is What's Your Problem, the
- 0:53Speaker 1: show where I talk to people who are trying to
- 0:55Speaker 1: make technological progress. My guest today is Sam Demico. He's
- 0:59Speaker 1: the founder and CEO of Impulse Labs, which is a
- 1:02Speaker 1: company that makes induction stoves. Sam's problem is this, how
- 1:07Speaker 1: do you build a really good DRIC cook top that
- 1:10Speaker 1: people can install without having to rewire their house, and that,
- 1:14Speaker 1: by the way, could eventually help transform the way electric
- 1:18Speaker 1: power works in America. It's an ambitious project, ambitious stove,
- 1:24Speaker 1: and it goes back to this moment when Sam ordered
- 1:26Speaker 1: a pizza. He was working for Facebook at the time,
- 1:29Speaker 1: helping to build their Oculus VR headset, and he was
- 1:33Speaker 1: at a conference in Tokyo. What neighborhood in Tokyo did
- 1:39Speaker 1: you have the pizza?
- 1:40Speaker 2: I think it was. I think it was near Akasaka station.
- 1:44Speaker 2: It's like, savoid pizza.
- 1:46Speaker 1: Okay, so tell me about the pizza.
- 1:48Speaker 2: I order my pizza and I get it back in
- 1:49Speaker 2: like forty five seconds or like a minute or something insane.
- 1:52Speaker 2: I probably say a different number of different people. But
- 1:54Speaker 2: it was fast enough and absolutely fantastic. Then Krispy a
- 2:00Speaker 2: lot of garlic, super super good, like master of the
- 2:04Speaker 2: craft type situation. So I get this, and I'm like,
- 2:06Speaker 2: I want to do this at home, and I don't
- 2:10Speaker 2: want to have to have a giant brick oven in
- 2:12Speaker 2: my backyard. And so I was like, it would be
- 2:16Speaker 2: really sweet if you could do this with electrical electricity.
- 2:20Speaker 1: And how are they doing it? What's going on?
- 2:23Speaker 2: So this is a classic like how normal brick oven
- 2:27Speaker 2: pizzas make, and I was like, I want to replicate
- 2:29Speaker 2: that like an old school brick oven. The amount of
- 2:32Speaker 2: infrared power that thing dumps onto the pizza because the
- 2:35Speaker 2: fire reflects off of a curved bowl above the of
- 2:39Speaker 2: the pizza. It okay, I'm like, could I just do
- 2:42Speaker 2: this with halogen light bulbs? And a lot of power.
- 2:45Speaker 2: Could a pizza oven that makes a pizza of that
- 2:48Speaker 2: quality be an electronic device? And I was like, I
- 2:53Speaker 2: let's figure this out. And I realized that the power
- 2:56Speaker 2: density of like the amount of infrared and the heating
- 2:59Speaker 2: you need to get that onto the pizza, you were
- 3:03Speaker 2: going to need more than a normal one twenty volt plug.
- 3:05Speaker 1: So you're saying that if you you figured out how
- 3:09Speaker 1: much power you would need to make a pizza of
- 3:12Speaker 1: them that could get that hot from electricity. Yeah, and
- 3:16Speaker 1: you realize that you couldn't build a device that you
- 3:18Speaker 1: could just plug into the wall because it would need
- 3:21Speaker 1: too much power. That's the fundamental constraint.
- 3:24Speaker 2: Of bingo bingo exactly. I was like, okay, well, how
- 3:28Speaker 2: often are you using this thing? And also how often
- 3:31Speaker 2: is it even if you're like cranking out pizzas, like
- 3:33Speaker 2: you're gonna be like prepping the next pizza, Like, there's
- 3:36Speaker 2: time in between for say a battery to recharge, uh huh,
- 3:39Speaker 2: in between the various pizza making sessions.
- 3:42Speaker 1: Right.
- 3:43Speaker 2: So I went and just looked at this and I
- 3:44Speaker 2: was like, Okay. I sized the battery pack and I'm like, okay,
- 3:47Speaker 2: this is getting large. It's not like it's not it's
- 3:50Speaker 2: not like laptop battery size. It's more like it's getting
- 3:53Speaker 2: into like those little stationary like batteries you use for
- 3:56Speaker 2: camping or something like that. It was getting into that.
- 3:59Speaker 2: It was getting into that a lot.
- 4:00Speaker 1: So you realize you're gonna need a lot of battery power.
- 4:03Speaker 1: But what I just want to pause before we get
- 4:06Speaker 1: into like how big were the battery, because the idea
- 4:08Speaker 1: of the battery is I feel like at a certain level,
- 4:12Speaker 1: it's why I want to talk to you, right Otherwise, yeah,
- 4:13Speaker 1: the stoves, like the battery is a great, big, powerful
- 4:17Speaker 1: idea with lots of ramifications. Right, And so the first
- 4:20Speaker 1: the first, the first thing, the first reason you think
- 4:24Speaker 1: of the battery is you realize, oh, you can use
- 4:29Speaker 1: the regular outlet, just the same outlet that whatever I
- 4:32Speaker 1: charge my phone on. You can use for like a
- 4:35Speaker 1: super powerful, super hot stove if you add a battery,
- 4:38Speaker 1: because the battery can just draw power all day when
- 4:42Speaker 1: the stove is just sitting there, and then when you
- 4:44Speaker 1: go to turn on the stove, it can discharge a
- 4:47Speaker 1: ton of energy all at once, more than you could
- 4:49Speaker 1: get out of the outlet. Right, Like that is that's
- 4:51Speaker 1: upside insight because we don't think of home appliances that way, right.
- 4:55Speaker 2: And it's always and your appliance is always plugged in.
- 4:58Speaker 2: Why would you put a battery in something that is
- 5:00Speaker 2: always plugged in? Yeah, which is kind of the like
- 5:03Speaker 2: weird yeah right that you have to make yeah.
- 5:05Speaker 1: Right, because right right? Why not just get it enough
- 5:08Speaker 1: power whenever you want on it?
- 5:09Speaker 2: Bingo? And then I was like, Okay, this is a
- 5:12Speaker 2: good idea. Let's pressure test what would actually cause a
- 5:16Speaker 2: VC to want to invest in this. And I then
- 5:21Speaker 2: kind of started fanning out beyond just me being like
- 5:25Speaker 2: I want my pizza really fast and in high quality.
- 5:28Speaker 2: And by the way, this pizza in my head is
- 5:30Speaker 2: like glistening in its pizza way. I'm like this, this
- 5:33Speaker 2: is this is like I want this pizza. But you
- 5:35Speaker 2: have to think about, hey, is this a platform? Is
- 5:38Speaker 2: there a wedge into a broader market? What's the big
- 5:40Speaker 2: story here? And so and so what I realized was like,
- 5:45Speaker 2: let's look at other appliances what the story is. And
- 5:48Speaker 2: I I then thought through kind of the implications and
- 5:51Speaker 2: I was like, Okay, for the bigger appliances, say the
- 5:53Speaker 2: ones that normally plug in with like a two forty
- 5:56Speaker 2: evolt plug like the bigger one, or like a dryer,
- 6:01Speaker 2: like a stovetop and of it like a wall of it,
- 6:03Speaker 2: or a range product or a hot water heater, and
- 6:09Speaker 2: how big is the battery going to be in those cases?
- 6:11Speaker 2: And I kind of did the math and sizing, and
- 6:13Speaker 2: I was like, oh, it's going to be like north
- 6:15Speaker 2: of two kilo what hours at least? So I'll give
- 6:17Speaker 2: you the scaling factor on this is like is like
- 6:20Speaker 2: you you could very quickly take like four, three or
- 6:23Speaker 2: four major appliances because you think of all the big
- 6:25Speaker 2: boxes you've got in your house. Times a couple of
- 6:29Speaker 2: KILLO on hours batteries, you get about the same amount
- 6:31Speaker 2: of storage as a Tesla power wall.
- 6:34Speaker 1: A Tesla powerwall being the like you can live off
- 6:36Speaker 1: the grid you put your panels on your roof, and
- 6:39Speaker 1: a Tesla powerwall. So you're basically saying you can sort
- 6:42Speaker 1: of distribute a like live off the grid amount of
- 6:45Speaker 1: batteries if you could put a battery on the stove
- 6:49Speaker 1: and the fridge and the hot water heater.
- 6:51Speaker 2: Yes, yes, exactly. Then I looked at what was happening
- 6:54Speaker 2: in the stationary storage battery industry and it was like
- 6:57Speaker 2: it was all focusing on these centralized battery systems like
- 7:00Speaker 2: a battery wall battery wall type product. They weren't addressing
- 7:04Speaker 2: all the wiring in your house. And also, like appliances,
- 7:08Speaker 2: basically they haven't seen a lot of innovation in like
- 7:10Speaker 2: fifty years or so. It's like induction stoves are fifty
- 7:13Speaker 2: years old for reference, so's it's like, this is an
- 7:16Speaker 2: opportunity to generationally advance the appliance industry and then also
- 7:21Speaker 2: wedge like let's call it ten plus kill a lot
- 7:24Speaker 2: of hours of batteries into every home in America. That
- 7:29Speaker 2: is really interesting, right, Like that is a bigger story
- 7:32Speaker 2: than your pizza is awesome.
- 7:34Speaker 1: So there's a few balls in the air right now,
- 7:37Speaker 1: how do you land on starting with an induction stove?
- 7:42Speaker 2: So we thought of doing maybe tabletop devices first because
- 7:46Speaker 2: they'd be easier.
- 7:47Speaker 1: But I don't know what that means.
- 7:48Speaker 2: Tabletop device would be like you could imagine the pizza
- 7:51Speaker 2: oven being an ambitious one, but you could think of
- 7:53Speaker 2: like there's other product ideas we've been peddling around. It's
- 7:56Speaker 2: like kettle just like that. Yeah, ok, yeah, yeah, yeah, yeah,
- 8:01Speaker 2: you could do something. There's a lot of things that
- 8:03Speaker 2: have high peak power demands that are interesting.
- 8:06Speaker 1: We were like, we got an air fryer and it
- 8:08Speaker 1: keeps blowing out the circuit breaker. We can't run the
- 8:11Speaker 1: air fryer and the microwave at the same time. Give
- 8:13Speaker 1: me a battery.
- 8:14Speaker 2: I know, I will know. No announcements on this podcast
- 8:16Speaker 2: for product announcements.
- 8:19Speaker 1: Okay, but those feel sort of small ball compared to
- 8:23Speaker 1: a stovetop right, Like an air fryer is like kind
- 8:25Speaker 1: of a luxury weirdo item, whereas everybody has a stove.
- 8:29Speaker 1: I mean, is that part of why you land on
- 8:30Speaker 1: a stove.
- 8:31Speaker 2: There's there's two reasons. One is there has not been
- 8:35Speaker 2: there's actually a lot of meat on the bone where
- 8:37Speaker 2: you could say, like if I make your hot water
- 8:39Speaker 2: heater like three times more powerful, you can't make the
- 8:42Speaker 2: water three times hotter.
- 8:43Speaker 1: Most people wouldn't notice the difference if their water heater.
- 8:46Speaker 2: So this is this is the key insight is gas
- 8:49Speaker 2: stoves are and like the knobs and all that stuff,
- 8:52Speaker 2: the ui ux of the stove is the fuel source.
- 8:57Speaker 1: And so just to be clear, when you say you
- 8:59Speaker 1: mean the user interface user experience, like when you turn
- 9:02Speaker 1: on a gas stove, you can see the gas flame.
- 9:04Speaker 1: That's what you can It's the place in your house
- 9:06Speaker 1: where you actually see, like, oh, I am burning fossil
- 9:09Speaker 1: fuel in order to cook spaghetti.
- 9:12Speaker 2: Gas stoves are the one situation where if you want
- 9:15Speaker 2: to make a fossil fuel free home or like electrify
- 9:17Speaker 2: the home completely, you would be That is the one
- 9:22Speaker 2: mental block and like actual like performance block where people
- 9:25Speaker 2: are like, well, I like my gas stove and I
- 9:27Speaker 2: can't get rid of it.
- 9:28Speaker 1: Nobody's going to be like I love my gas dryer
- 9:31Speaker 1: or I love my gas water.
- 9:33Speaker 2: Who cares? Yeah, yeah, No, that's it. That's a cost thing.
- 9:36Speaker 2: That's like a that's like a maybe maybe my gas
- 9:38Speaker 2: company's expensive, maybe is cheap. You'll pe people.
- 9:41Speaker 1: Don't have an attachment to a gas water heater the
- 9:44Speaker 1: way they have an attachment to a gas stove. Yes, exactly,
- 9:47Speaker 1: I buy that, But that seems like a reason you
- 9:48Speaker 1: wouldn't want to do and stove as your first one.
- 9:52Speaker 1: That seems to make it harder, not easier.
- 9:54Speaker 2: So that's one piece. But then the second piece was
- 9:59Speaker 2: the battery. Lets us beat the pants off of anything else.
- 10:01Speaker 1: In the market in terms of performance.
- 10:03Speaker 2: Performance In terms of performance, it.
- 10:05Speaker 1: Goes back to the amazing pizza oven.
- 10:07Speaker 2: Yes, it goes back to the amazing piece of a
- 10:09Speaker 2: thing where it's like and so thinking through this was
- 10:12Speaker 2: where is there like a wedge where like you have
- 10:14Speaker 2: to beat fossil fuels by a resolutely huge amount to
- 10:17Speaker 2: displace it. So that's why it has happened. Fully, we
- 10:22Speaker 2: can do it. And it's also an installed appliance. So
- 10:26Speaker 2: the and this is the piece that I'm going to
- 10:28Speaker 2: get it next. So the battery can be wired in
- 10:31Speaker 2: a way where it can support the grid by charging
- 10:34Speaker 2: and discharging into the house, not just like the appliance
- 10:38Speaker 2: having a boost from the battery basically.
- 10:40Speaker 1: So there's sort of two different ideas. There two reasons
- 10:44Speaker 1: you wanted to do the stove right. So one the
- 10:47Speaker 1: first one you said, is because it can you can
- 10:51Speaker 1: use the battery to make a better electric stove than
- 10:54Speaker 1: exists now and to make a stove that is better
- 10:56Speaker 1: than any gas stove that exists now. Yes, and that
- 10:59Speaker 1: improvement is meaningful to the typical homeown or the typical
- 11:03Speaker 1: human being in a way that a better water heater
- 11:06Speaker 1: who cares.
- 11:08Speaker 2: Yeah, and like better water hitter may save you money,
- 11:11Speaker 2: like say you go to a heat pump water hitter.
- 11:12Speaker 2: It's like, oh, my energy bill is two to three
- 11:15Speaker 2: and a half times less, yeah, versus a resistant one. Cool,
- 11:19Speaker 2: but in our case, it's like your water literally boils
- 11:22Speaker 2: ten times faster than your gastove.
- 11:26Speaker 1: I want to talk about that. Let's we'll get back
- 11:28Speaker 1: to the wiring thing and the battery and that your
- 11:30Speaker 1: battery can then like go back into the grid. Like
- 11:33Speaker 1: I like all that. It's very interesting. It's a big
- 11:35Speaker 1: idea there. I want to talk about it, but I
- 11:37Speaker 1: want to wait a minute to talk about that. And
- 11:40Speaker 1: I want to just talk about induction stoves, yeah, for
- 11:44Speaker 1: a minute in a few ways. Right, So one, I
- 11:49Speaker 1: mean just simply just like kind of basic A basic
- 11:53Speaker 1: thing is like there's different kinds of electric stoves. Right,
- 11:56Speaker 1: there's the kind like I had as a child in
- 11:59Speaker 1: the nineteen eighties with the coil that gets orange, right,
- 12:03Speaker 1: And then there's the kind that you know people had
- 12:06Speaker 1: as a child in the whatever two thousands, where it's
- 12:09Speaker 1: a flat piece of glass and the little circle gets
- 12:12Speaker 1: red right.
- 12:13Speaker 2: Ye.
- 12:13Speaker 1: And to be clear, neither of those is an induction stove.
- 12:16Speaker 2: They are both terrible as well.
- 12:18Speaker 1: They are terrible, right, So I grew up with that
- 12:21Speaker 1: and now I have gas, and I'm like, I like
- 12:24Speaker 1: gas because you know the other one. You turn it
- 12:26Speaker 1: on and it takes forever to get hot, and then
- 12:28Speaker 1: you turn it off and it's still hot, which, like
- 12:30Speaker 1: you like pan really bad. Yeah, if you've got a
- 12:34Speaker 1: bunch of things on the stove, there's nowhere to put
- 12:35Speaker 1: it and gas, Like, you turn it on and you
- 12:37Speaker 1: can see it, and you turn it off and like
- 12:39Speaker 1: any pan will work on it. You don't need special pans.
- 12:43Speaker 1: You can turn the knob turn, does it you see
- 12:47Speaker 1: the flame? Like at a certain non rational level, I'm
- 12:51Speaker 1: wary of induction stoves. First of all, tell me why
- 12:53Speaker 1: I'm wary of induction stoves.
- 12:55Speaker 2: Yeah, so I think it's. I think it's because the
- 12:58Speaker 2: entire history of electric stoves has been disappointing. The first
- 13:01Speaker 2: generation of with the coils that is like a it's
- 13:03Speaker 2: like a heating ailment that conducts into the pan basically,
- 13:07Speaker 2: and the knob controls that. It takes like minutes for
- 13:11Speaker 2: that to change its temperature. So the next gen is
- 13:14Speaker 2: they're like, let's just basically put a light bulb underneath.
- 13:18Speaker 1: So that's the flat piece of glass with the red
- 13:20Speaker 1: circle under it. That is also like confusing and kind
- 13:23Speaker 1: of slow and bad.
- 13:25Speaker 2: Yes, it's it's terrible, it's bad. And then and then
- 13:28Speaker 2: induction is this technology that directly heats the pan with
- 13:32Speaker 2: magnetic fields. And so this is one where it's like
- 13:35Speaker 2: there's nothing glowing red, there's nothing actually getting hot.
- 13:38Speaker 1: Besides stove itself is not getting hot on an induction stone.
- 13:42Speaker 2: And we always get asked this question from people being
- 13:44Speaker 2: like putting a battery in a stove, isn't the stove
- 13:47Speaker 2: really hot? And I'm like, the stove is not hot,
- 13:48Speaker 2: the pan is hot. You form a large electric current
- 13:53Speaker 2: in the base of the pan. The pan is made
- 13:56Speaker 2: of steel, not like copper, so it's kind of poor
- 13:59Speaker 2: in terms of electrical conductivity, so it doesn't it impedes
- 14:05Speaker 2: the flow of electricity.
- 14:06Speaker 1: And that generates heat to let the electricity flow through it.
- 14:11Speaker 1: And that resistance is what creates heat in the pan.
- 14:14Speaker 2: In the pan, yes, huh.
- 14:16Speaker 1: What kind of pans work and what kind of pants
- 14:20Speaker 1: don't work on an induction.
- 14:21Speaker 2: So you can make all of them work. Most pans work.
- 14:25Speaker 2: There are two pans that generally have issues unless they
- 14:30Speaker 2: have a laminated iron layer in them, and those are
- 14:33Speaker 2: like the copper pans and the aluminum pans, and a
- 14:36Speaker 2: lot of aluminum pans. Very commonly, they laminate a like
- 14:40Speaker 2: a steel disc on the bottom to make induction stoves
- 14:44Speaker 2: work these days.
- 14:47Speaker 1: Skill to come on the show, Sam walks me through
- 14:50Speaker 1: what I would need to do to install a regular,
- 14:53Speaker 1: non battery powered induction stove in my house, and that
- 14:57Speaker 1: explanation points to a really big problem that has to
- 15:00Speaker 1: be solved if we're going to electrify homes around the country. Also,
- 15:04Speaker 1: how Sam thinks he can help solve that problem. There
- 15:18Speaker 1: is a kind of second order problem with switching stove,
- 15:23Speaker 1: which is like, even if I decide, okay, I want
- 15:25Speaker 1: an induction stove, regular induction stove, not talking about what
- 15:28Speaker 1: you're building. I want a stove, I'll get rid of
- 15:33Speaker 1: my gas stove. I'll buy an induction stove. For whatever reason,
- 15:37Speaker 1: my house may not be wired for it. Right, Like,
- 15:39Speaker 1: I'm already willing to pay for the stove, but I
- 15:43Speaker 1: can't just buy the stove and get somebody to bring
- 15:46Speaker 1: it in and plug it in often, right, my house
- 15:50Speaker 1: is one hundred years old. I have a gas stove
- 15:51Speaker 1: and a gas off and what would I have to
- 15:53Speaker 1: do if I wanted to get an induction stove.
- 15:56Speaker 2: So where the where in the country. Where in the
- 15:58Speaker 2: country is your.
- 15:59Speaker 1: House of Brooklyn, New York?
- 16:01Speaker 2: Excellent, Okay, this is I can I can give you
- 16:03Speaker 2: an even more micro tailored example. So here's the situation.
- 16:08Speaker 2: You're like, I'm doing a kitchen remodel, I'm doing whatever.
- 16:10Speaker 2: I'm like, I'm gonna I want to get a new stove.
- 16:12Speaker 2: I heard this induction thing is awesome, Let's go do it.
- 16:16Speaker 2: And then there's like the Then it's basically like you
- 16:20Speaker 2: talk to your general contractor and you're like, oh, you
- 16:22Speaker 2: need to run a new two hundred and forty volt
- 16:24Speaker 2: circuit to your kitchen from your panel. If you if
- 16:28Speaker 2: you were lucky and you don't live in Brooklyn, this
- 16:31Speaker 2: is typically like five hundred bucks. Like it's not a
- 16:33Speaker 2: huge deal. So then the next piece is they're then
- 16:37Speaker 2: going to go to your panel and they're gonna open
- 16:39Speaker 2: it up and they're gonna look at the numbers for
- 16:41Speaker 2: what your panel is rated for and your electrical panel
- 16:43Speaker 2: for folks, that that's the that's the metal box that
- 16:46Speaker 2: has all the circum rates. Like yeah, so you open
- 16:50Speaker 2: that up. There's a label on the inside and it
- 16:52Speaker 2: says maximum let's say sixty amps, because I'm picking on
- 16:56Speaker 2: if you have a Brooklyn apartment or something like that,
- 16:58Speaker 2: that would be what it is. It'll say sixty amps.
- 17:01Speaker 2: You then look at the spec sheet for the induction stove,
- 17:05Speaker 2: it says sixty amps. You would need to use your
- 17:07Speaker 2: entire Brooklyn h electrical supply. A new panel is like
- 17:13Speaker 2: three grand or something like that, Okay, or four grand.
- 17:16Speaker 2: So this is like more expensive than a lot of
- 17:19Speaker 2: induction stoves. Like you buy some great products from SAMs
- 17:21Speaker 2: like are LG those are those are the panel upgrade
- 17:25Speaker 2: and the rewiring is going to be more expensive than
- 17:27Speaker 2: the entire stuff stove.
- 17:28Speaker 1: Yeah, and I've heard you talk about one more step
- 17:32Speaker 1: right which which goes beyond the panel, and it's about
- 17:35Speaker 1: like how much power is coming into the house from
- 17:39Speaker 1: the street. What is that piece of it.
- 17:41Speaker 2: Let's say you want to get a two hundred amp panel,
- 17:44Speaker 2: you may only have one hundred and twenty five amp service,
- 17:46Speaker 2: which means you're going to have to call up con
- 17:49Speaker 2: ed and maybe wait eighteen months. That's what the lead
- 17:53Speaker 2: times are for PGN in San Francisco for them to
- 17:56Speaker 2: go and upgrade your service from the street.
- 18:00Speaker 1: And do they charge me for that as well?
- 18:02Speaker 2: Yes, and that can be over ten thousand dollars.
- 18:05Speaker 1: I will say, even having to call con ed, even
- 18:07Speaker 1: before you got to the tenth thousand dollars in waiting
- 18:10Speaker 1: a year, I'm basically out right if I got a
- 18:13Speaker 1: call cond to get a new stove, like my stove
- 18:15Speaker 1: is fine.
- 18:16Speaker 2: Whatever you're you're on the side of big gas and
- 18:19Speaker 2: you love it. So that's the situation and scope of
- 18:22Speaker 2: this problem.
- 18:22Speaker 1: And so that I mean, so whatever the level is, right,
- 18:25Speaker 1: So you've sort of stepped through like.
- 18:28Speaker 2: There's a somewhat level.
- 18:29Speaker 1: Oh I was okay, I was already sold. What's the
- 18:32Speaker 1: fourth level?
- 18:32Speaker 2: If you were the like last person on your street
- 18:35Speaker 2: to want to do this. And by the way, all
- 18:37Speaker 2: of your neighbors are getting EV chargers installed and also
- 18:40Speaker 2: doing the service upgrades. Even if they don't care what
- 18:42Speaker 2: their stove uses, they're gonna need to get to charge
- 18:44Speaker 2: your Tesla. It's the same as a Tesla charger and
- 18:47Speaker 2: a induction stove are both like forty to sixty apps,
- 18:50Speaker 2: so it's the same. So that's the order of Magnazue
- 18:52Speaker 2: need to think. You may have to if you're the
- 18:55Speaker 2: last person, you may have to pay to upgrade the transformer.
- 18:58Speaker 2: And because we stop building stuff in America anymore, there
- 19:02Speaker 2: is an insane lead time on transformers.
- 19:04Speaker 1: Now, yeah, I mean at this point it's like whatever,
- 19:07Speaker 1: you gotta get out a rocket ship and go to
- 19:08Speaker 1: the moon. Right, So there is an idea here that
- 19:13Speaker 1: is really interesting to me, right, and to you as
- 19:16Speaker 1: well obviously, Like there's this basic idea of like, yes,
- 19:19Speaker 1: we're all going to electrifire homes over some timescale, hopefully
- 19:22Speaker 1: faster rather than slower, right, and great, and people are
- 19:26Speaker 1: figuring out, you know whatever, nice efficient ways to eat
- 19:31Speaker 1: water and dry clothes and cook food with electricity. Great,
- 19:34Speaker 1: but there's this very basic sort of last mile problem, right,
- 19:39Speaker 1: last ten feet problem of getting enough electricity just to
- 19:44Speaker 1: the stove from whatever the panel from the street that is.
- 19:50Speaker 1: That is a real problem.
- 19:52Speaker 2: I think the last ten feet problem is kind of
- 19:54Speaker 2: a way to think of like versus last mile, but
- 19:56Speaker 2: last ten feet it is like a really great way
- 19:59Speaker 2: to think about it.
- 19:59Speaker 1: And it's kind of fractal.
- 20:00Speaker 2: Right.
- 20:01Speaker 1: It's like first it's like from the from the panel
- 20:03Speaker 1: to the stove is one of them, and then like
- 20:05Speaker 1: from the panel to the street is another one, and
- 20:09Speaker 1: and uh.
- 20:10Speaker 2: From the outlet to the induction coil, because you could
- 20:13Speaker 2: make it more powerful.
- 20:13Speaker 1: Yeah, the last one. Yeah, And so the battery. Sticking
- 20:23Speaker 1: a battery on the electrical appliance becomes essentially a hack,
- 20:29Speaker 1: uh that that allows you to sidestep the problem because
- 20:33Speaker 1: you don't actually need the electricity all the time. Yes,
- 20:38Speaker 1: you don't actually need a bigger wire. You just need
- 20:42Speaker 1: to be able to store the amount of electricity that's
- 20:46Speaker 1: coming into the house now.
- 20:48Speaker 2: Yeah, exactly, And we've done we cook a lot in
- 20:51Speaker 2: the office with our prototypes and units we've gotten back
- 20:55Speaker 2: from manufacturer as well, and like what we found is
- 20:58Speaker 2: a normal one twenty volt outlet on a stove is
- 21:01Speaker 2: more than enough to keep the battery charged while you're cooking,
- 21:06Speaker 2: Which is counterintuitive because it turns out that like when
- 21:09Speaker 2: you're using any of these high power draw appliances, even
- 21:13Speaker 2: when they're quote unquote working, like the peak and the
- 21:15Speaker 2: average are so widely disparate that there is a huge
- 21:20Speaker 2: opportunity here. And like the big thing is, like all
- 21:22Speaker 2: of these new things we're doing to our homes for electrification,
- 21:26Speaker 2: induction stoves, heat pump water heaters, dryers, et cetera. All
- 21:32Speaker 2: of them are like high peak load. So if you
- 21:35Speaker 2: basically put what's called like a peaker power plant inside
- 21:40Speaker 2: the device when you deploy it, you've addressed that problem
- 21:45Speaker 2: as you scale.
- 21:46Speaker 1: So you're saying, like the standard way of solving this
- 21:49Speaker 1: problem of like whatever bigger panel, bigger wire coming to
- 21:53Speaker 1: your house, maybe of whatever a new transformer on your
- 21:56Speaker 1: block that is all designed to handle these just rare
- 22:00Speaker 1: moments when you have like all the burners going full
- 22:02Speaker 1: blast for a minute and it's like, no, we don't
- 22:06Speaker 1: actually have to rebuild the world around that. We can
- 22:09Speaker 1: just store up power because we're never almost never doing that.
- 22:13Speaker 1: And if you just stick a battery on it and
- 22:15Speaker 1: store up the power, that solves it.
- 22:19Speaker 2: Yep, that makes that's exactly it.
- 22:22Speaker 1: There's another thing you can do, right, which is use
- 22:25Speaker 1: that power that's in the battery, not just for the stove,
- 22:27Speaker 1: but send it where, send it to my house, send
- 22:30Speaker 1: it back to the grid, Like is what is the
- 22:32Speaker 1: other move? Once you have a battery on the stove.
- 22:35Speaker 2: You're not cooking the complete battery capacity, Like we're able
- 22:39Speaker 2: to give you like three or four meals worth of
- 22:40Speaker 2: battery storage. Huh, you're able to use the excess energy
- 22:44Speaker 2: to offset, say you're heating maybe during peak hours. So
- 22:48Speaker 2: like typically in New York and in San Francisco, in
- 22:52Speaker 2: La many places, there's widely different electricity rates depending on
- 22:56Speaker 2: if it's like noon and there's like excess solar on
- 22:59Speaker 2: the grid or at six pm and everyone just got
- 23:01Speaker 2: home and is turning on their induction star.
- 23:03Speaker 1: And this is a huge problem in energy right. In fact,
- 23:10Speaker 1: the utilities build gas fired power plants that exist only
- 23:16Speaker 1: for the moments when everybody suddenly turns everything on and
- 23:21Speaker 1: there's a huge amount of peak demand. Right there are
- 23:23Speaker 1: these peaker power plants that are inefficient and expensive, and
- 23:27Speaker 1: if we could figure out how to smooth demand from
- 23:30Speaker 1: the utility, like that would be great. Right. It's cheaper
- 23:33Speaker 1: for consumers, but it's also way more efficient. And you're saying,
- 23:36Speaker 1: these batteries on whatever, a bunch of stoves can actually
- 23:41Speaker 1: like power your house at the moment when you really
- 23:43Speaker 1: don't want to be pulling power from the grid.
- 23:45Speaker 2: We also we have inter access. We're connect to the
- 23:49Speaker 2: internet and like that. These are kind of the things
- 23:52Speaker 2: like nests does for kind of the like, uh, are
- 23:55Speaker 2: you home, how to manage kind of like the heating
- 23:58Speaker 2: in your house for like home energy optimization and saving
- 24:01Speaker 2: you money. We essentially can use some of the similar
- 24:03Speaker 2: signals to then say, hey, you're done cooking for the day,
- 24:07Speaker 2: we can drain a chunk of the rest of the battery.
- 24:10Speaker 2: Now we're going to get people options. So this is
- 24:11Speaker 2: not like done behind your back or whatever. Sure, but
- 24:14Speaker 2: the but the idea is like you then can drain
- 24:16Speaker 2: the rest of the battery to say that with that
- 24:19Speaker 2: energy being used for your HVAC or.
- 24:21Speaker 1: For so I can use the energy in the battery
- 24:25Speaker 1: on my stove to power the rest of my house.
- 24:28Speaker 2: Yeah, you're gaming PC whatever you want?
- 24:30Speaker 1: Yes, huh and that works? Now? Is that the dream?
- 24:34Speaker 1: Or like, when you start selling stoves later this year,
- 24:37Speaker 1: will that work?
- 24:38Speaker 2: Are are we're hardware able to do this? There's regulatory
- 24:41Speaker 2: compliance steps to go through on that, and we're the
- 24:46Speaker 2: goal here is to have this enabled on all of
- 24:48Speaker 2: our hardware.
- 24:49Speaker 1: So let's let's talk about the hardware. I love the dream.
- 24:52Speaker 1: I feel like we gave the dream it's due. Let's
- 24:57Speaker 1: talk about the reality. I know you started accepting pre orders, yep.
- 25:04Speaker 1: When when are like people going to be able to
- 25:08Speaker 1: get their stoves for real, like, not as a special trial,
- 25:10Speaker 1: not as like ceci Q four. Okay, how confident are
- 25:16Speaker 1: you in that verition? Very great? What do you have
- 25:23Speaker 1: to figure out between now and then?
- 25:27Speaker 2: I will speak generically because I want to I some
- 25:30Speaker 2: of this stuff is more confidential terms of where we
- 25:32Speaker 2: are in the process and how this stuff works. But
- 25:35Speaker 2: the general way you approach hardware is first you kind
- 25:39Speaker 2: of were like, does this idea work like? And so
- 25:41Speaker 2: we went and like built prototype stoves that had a
- 25:45Speaker 2: battery in them, have tested out the whole system. You
- 25:48Speaker 2: basically want to use that to figure out how to
- 25:49Speaker 2: scope out what you actually want to design now that
- 25:53Speaker 2: you know kind of the details of it. Start with that.
- 25:56Speaker 2: You then need to land the manufacturing partners that actually
- 25:58Speaker 2: scale up, and you need to actually go start doing
- 26:00Speaker 2: a sequence of builds with those manufacturing partners with kind
- 26:04Speaker 2: of like three or four month cadence where you're increasing
- 26:07Speaker 2: the fidelity of the product and increasing the fidelity of
- 26:10Speaker 2: the manufacturing process. I mean, there's then Elon quote that
- 26:13Speaker 2: I think is reasonable here, which is like the factory
- 26:15Speaker 2: is the product, but effectively it's like you need to
- 26:19Speaker 2: build the machine that builds the machine, and not just
- 26:23Speaker 2: figuring out the spec sheet of the thing that you
- 26:25Speaker 2: post on the website, but like you have to make
- 26:27Speaker 2: sure that you have confidence not just in the like, hey,
- 26:30Speaker 2: this thing is going to be the best to have ever,
- 26:31Speaker 2: but like we will also be able to deliver this
- 26:33Speaker 2: to you at at scale, reliably, et cetera. And so
- 26:38Speaker 2: we are at the point where we've figured out all
- 26:41Speaker 2: of the details that are kind of like let's call
- 26:44Speaker 2: it the major changes to the product. So it's like
- 26:46Speaker 2: the units we're building are representative of the final thing.
- 26:49Speaker 2: Then you are running through a suite of tests, some
- 26:52Speaker 2: of which are like in the lab being like, hey
- 26:55Speaker 2: does this thing scratch if I like use the wrong
- 26:57Speaker 2: cleaning agent or something. It's like it's like you're doing
- 26:59Speaker 2: a matrix of tests.
- 27:01Speaker 1: You're trying to break it.
- 27:02Speaker 2: You're trying to break it. You're trying to break it.
- 27:04Speaker 2: You're also doing software development because it's like you have
- 27:07Speaker 2: to develop this is a product that's like a connected device.
- 27:10Speaker 2: It's got a lot of software and firmware. There's a
- 27:14Speaker 2: lot of like compliance aspects of that too, So there's
- 27:17Speaker 2: code stuff. There's what's called like ul.
- 27:20Speaker 1: Like underwriters laboratory, that little thing that's on the tag
- 27:23Speaker 1: on every lamp you ever owned, right.
- 27:26Speaker 2: Like, this includes stuff like FCC, Like you have to
- 27:28Speaker 2: make sure that you pass FCC.
- 27:30Speaker 1: If you have a ready communications commission because it because
- 27:33Speaker 1: it's like Wi Fi enabled or something.
- 27:35Speaker 2: It's not just as Wi Fi. If it has an
- 27:36Speaker 2: induction coil, you have to make sure that it's like
- 27:39Speaker 2: you know, like it's not gonna jam your WiFi by accident.
- 27:42Speaker 2: It's all of these sort of there's there's a huge
- 27:45Speaker 2: host of details here that you have to get right.
- 27:47Speaker 2: And it's not just checking all the boxes. It's also
- 27:49Speaker 2: making sure the product is safe, right like like it's
- 27:52Speaker 2: like safe safe and so doing all of that is
- 27:56Speaker 2: a process into itself.
- 27:58Speaker 1: And so so you have a lot to do. Fine, Uh,
- 28:03Speaker 1: how much is it going to cost?
- 28:04Speaker 2: We are currently selling units on our website for fifty
- 28:06Speaker 2: five This is normal for high end induction stoves. So
- 28:10Speaker 2: if you look at if you look at some of
- 28:12Speaker 2: the top brands in the industry, this is what they
- 28:15Speaker 2: sell for similar scope.
- 28:16Speaker 1: You could get a nice one for half of that.
- 28:18Speaker 1: Certainly you can get a nice one for It's just
- 28:20Speaker 1: a stove, to be clear, it's not an.
- 28:21Speaker 2: Oven, yes exactly. Now that's the headline price. Now, a
- 28:26Speaker 2: big change that the Inflation Reduction Act did has to
- 28:29Speaker 2: do with batteries. There's a thirty percent tax credit for
- 28:33Speaker 2: battery products.
- 28:34Speaker 1: And so do you get thirty percent off the whole
- 28:37Speaker 1: stove as a result.
- 28:38Speaker 2: We're working through the specific details, but as it stands now,
- 28:41Speaker 2: I believe so. And then additionally, the IRA takes off
- 28:46Speaker 2: eight hundred and forty dollars via rebate if you have
- 28:49Speaker 2: a gas stove and you want to switch to this.
- 28:51Speaker 1: So that that's going to help you a lot.
- 28:54Speaker 2: That's the first piece. And then the second piece is
- 28:57Speaker 2: because you're putting a battery in your home. Once we
- 28:59Speaker 2: kind of have the deployment with battery storage and all
- 29:04Speaker 2: this other stuff working, you can save money on your
- 29:07Speaker 2: energy bill at the like and depending on where you
- 29:11Speaker 2: live and what your rate disparities are and what other
- 29:14Speaker 2: program there's other programs for virtual power plants and all
- 29:17Speaker 2: this other stuff. There's potentially a like thousands of dollars
- 29:22Speaker 2: in like savings you can have on energy costs over
- 29:25Speaker 2: the lifetime of the product.
- 29:26Speaker 1: And will that will that kind of dynamic use of
- 29:31Speaker 1: the battery be ready I know it'll be technically ready
- 29:35Speaker 1: to go from the point of view of the stove
- 29:37Speaker 1: and the battery when you ship, we'll will.
- 29:40Speaker 2: Have we will have a subset of that all ready
- 29:43Speaker 2: to go at ship date.
- 29:44Speaker 1: And will the sort of like utility regulatory whatever side
- 29:48Speaker 1: be be ready then? Or is that going to take
- 29:50Speaker 1: like forever because it's utility.
- 29:51Speaker 2: It's not gonna take. It's not gonna take forever. There
- 29:54Speaker 2: is a path to making a let's call it the
- 29:56Speaker 2: eighty twenty version of this work. Yeah, very fast.
- 29:59Speaker 1: There's a version where you can do a lot of it.
- 30:02Speaker 2: Yeah soon. Yeah, okay, And I think that's actually that's
- 30:04Speaker 2: something that we're keeping a little close to the chest
- 30:06Speaker 2: until we're further along. Can tell on to talk about that.
- 30:08Speaker 1: Yeah, so you're gonna ship stoves to people on or
- 30:14Speaker 1: before December thirty first, twenty twenty four. What are you
- 30:19Speaker 1: going to do next?
- 30:20Speaker 2: We're evaluating other form factors of like appliances. I mean,
- 30:26Speaker 2: I'll say, I'll give you a freebie as we're definitely
- 30:27Speaker 2: gonna be doing an oven and I want to have
- 30:29Speaker 2: a pizza mode for that. But like you get the
- 30:31Speaker 2: idea there.
- 30:31Speaker 1: Right, because I mean, so what you're selling now is
- 30:33Speaker 1: just a cook top, right, so the oven would actually
- 30:36Speaker 1: be the obvious next one, so that you could sell
- 30:38Speaker 1: the range, right, the stovetop and oven, Like, what's the
- 30:41Speaker 1: constraint there?
- 30:43Speaker 2: You literally need to have a much bigger logistical footprint
- 30:46Speaker 2: as a business.
- 30:48Speaker 1: What is a happy story to you of how the
- 30:50Speaker 1: world looks in five years?
- 30:51Speaker 2: Yeah, so I think I think the happy story is
- 30:53Speaker 2: like if you can go get a substantial fraction of
- 30:57Speaker 2: appliance installs, but like if a company can get like
- 31:01Speaker 2: a million homes with this with and we're able to
- 31:04Speaker 2: connect the batteries in a way where they're able to
- 31:07Speaker 2: do kind of the equivalent of vehicle to home type thing.
- 31:10Speaker 2: You're in a spot where you have enough storage to
- 31:14Speaker 2: be kind of a big player on the grid.
- 31:17Speaker 1: That's the real the real game for you is not
- 31:19Speaker 1: the stove. It's not bringing the power in. It's sending
- 31:21Speaker 1: the power back out. That's that's your reeling gig.
- 31:24Speaker 2: It's both, it's both, it's both and so it's like
- 31:26Speaker 2: it's like you make the stove that is the best
- 31:29Speaker 2: stove that is also the easiest to install stove. Yeah,
- 31:33Speaker 2: and then you basically are just deploying more batteries than
- 31:36Speaker 2: anyone else on the grid.
- 31:38Speaker 1: Through that hook, there's a universe where you're not just
- 31:40Speaker 1: a stove company. You impost labs are selling electricity into
- 31:44Speaker 1: the grid, and the electricity is coming from the stoves
- 31:46Speaker 1: of your customers who are in somehow participating in this.
- 31:49Speaker 1: Maybe they're getting some of the revenue, say.
- 31:51Speaker 2: Exactly, or they got a discount on the product, or
- 31:54Speaker 2: there's some incentive structure. We are yes, that's I think
- 31:57Speaker 2: that's one hundred percent correct.
- 32:02Speaker 1: We'll be back in a minute with the light ground. Okay,
- 32:15Speaker 1: let's do the lightning round. What kind of stove views
- 32:17Speaker 1: at home?
- 32:19Speaker 2: Okay, this is going to change in like soon, But
- 32:23Speaker 2: it's a Viking four burner, say it's it's a Viking
- 32:28Speaker 2: four burners stove.
- 32:29Speaker 1: Gas gas gas gas stove. It's a great stove. That's
- 32:34Speaker 1: a fancy stove.
- 32:35Speaker 2: It takes it takes six and a half minutes to
- 32:37Speaker 2: boil a liter of water on the same pan. It
- 32:39Speaker 2: takes forty seconds for our stove to do what.
- 32:43Speaker 1: What's like a go to weeknight dinner to cook for you.
- 32:47Speaker 2: I've had less time to do that more recently, but
- 32:49Speaker 2: I do like doing stir fry stuff.
- 32:51Speaker 1: Is it right that you worked on on Google Glass? Yes,
- 32:55Speaker 1: so Google Glass was a long time and I was
- 32:57Speaker 1: ten years ago. Maybe. Uh it's basically augmented reality glasses.
- 33:01Speaker 2: Right.
- 33:02Speaker 1: Yeah, it didn't work, right, the Google Glass doesn't exist today.
- 33:07Speaker 1: I don't mean it didn't work technically, I mean and
- 33:09Speaker 1: it didn't catch on. Uh So I'm curious, what is
- 33:13Speaker 1: something you learned from from the failure of Google Less.
- 33:17Speaker 2: I definitely look back fondly to days when Google was
- 33:20Speaker 2: like will like to do like extremely ambitious, like stick
- 33:23Speaker 2: their neck out things, and I hope that with all
- 33:26Speaker 2: this AI stuff happening, they're gonna do that again. And
- 33:27Speaker 2: it seems like it might it might be happening, which
- 33:29Speaker 2: is kind of cool.
- 33:30Speaker 1: Oh interesting, like like weird, kind of ahead of their
- 33:33Speaker 1: time experiment.
- 33:34Speaker 2: Keep Google weird is like my like protest protest statement.
- 33:38Speaker 2: We Also, because I was on the Camera Harbor team,
- 33:40Speaker 2: we actually had the opportunity to speck out this one
- 33:42Speaker 2: camera module. This is a trivia thing, this one camera
- 33:45Speaker 2: module that went into this thing called Project Tango, which
- 33:48Speaker 2: is this very future looking remember you know, like ar
- 33:51Speaker 2: kit on your phone where you can do like the
- 33:53Speaker 2: measure app on your iPhone and stuff that was like
- 33:54Speaker 2: the first version. The first version of like ar on
- 33:57Speaker 2: phones was done at Google. We specked out a special
- 34:00Speaker 2: camera for that. That same camera ended up on the
- 34:04Speaker 2: Ingenuity helicopter on Mars.
- 34:07Speaker 1: That's fun. So you're saying you worked on a hell
- 34:09Speaker 1: you worked on a camera that wound up on a
- 34:10Speaker 1: helicopter on Mars. Yes, oh fun?
- 34:13Speaker 2: Okay as an intern.
- 34:14Speaker 1: Great, anything else you want to talk about.
- 34:19Speaker 2: We covered a huge amount of stuff.
- 34:21Speaker 1: This is we did good work. We did go work here.
- 34:23Speaker 1: Delight to talk to you. Thank you for your time.
- 34:26Speaker 2: Thanks so much.
- 34:34Speaker 1: Sam Dimico is the founder and CEO of Impulse Labs.
- 34:39Speaker 1: Today's show was produced by Gabriel Hunter Chang. It was
- 34:42Speaker 1: edited by Lydia Jean Kott and engineered by Sarah Buguer.
- 34:46Speaker 1: You can email us at Problem at Pushkin dot FM.
- 34:49Speaker 1: I'm Jacob Goldstein and we'll be back next week with
- 34:52Speaker 1: another episode of What's Your Problem