Show notes
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribePower electronics have taken over almost everything in our lives, with the exception, oddly, of the power grid itself — it is still held together by tens of millions of analog, iron-and-copper transformers, the design of which has barely changed in a century. Solid-state transformers replace the dumb gray box with something that can monitor and steer power or convert it from AC to DC and vice versa. In this episode, Enphase co-founder Raghu Belur, who built his company by dividing big solar inverters into thousands of small ones, explains how he’s trying the same thing with transformers, why AI data centers and big solar and battery projects are the first markets, and what it would take to put a smarter transformer on every pole.Chapters:00:00 – Introduction03:02 – What a transformer does07:53 – What conventional transformers can’t do11:43 – What makes a transformer solid state15:27 – How much is software, how much is hardware19:40 – Why power electronics hasn’t reached the grid23:54 – Enphase’s distributed approach31:23 – Building transformers from 5-kilowatt modules34:58 – Copper, gallium nitride, and supply chains43:44 – Cybersecurity47:23 – Data centers and 800 volts DC59:29 – Solar and battery storage1:05:18 – The cost question1:07:02 – Neighborhood transformers and the utilities1:15:37 – Efficiency, lifespan, and heat1:22:24 – Handling grid faults1:25:27 – Standards, policy, and the next few years
