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Ex-Tesla exec builds the home heat pump Tesla gave up for robots

Tesla solar panels

Drew Baglino spent nearly two decades building Tesla’s batteries, motors, and power electronics. Now the former Tesla SVP is quietly building the one home energy product Tesla talked up for years and never shipped: a residential heat pump.

His startup, Sadi Thermal Machines, is a direct bet on an idea Tesla floated openly in 2022 — before the company reoriented itself around humanoid robots and robotaxis.

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Solar is crushing gas growth worldwide, a new report finds

Google solar Texas

Natural gas is losing its grip on the global power mix as countries increasingly turn to cheaper, more secure renewable energy, according to a new report from climate and energy think tank Ember.

Ember’s analysis found that 61 out of 124 economies that generate electricity from gas have already passed peak gas power generation. That includes four G7 countries: the UK, Germany, Italy, and Japan.

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Data centers are cutting power to homes, driving homeowners to solar and batteries

Residential solar vs datacenters

A Nevada utility just told 49,000 Lake Tahoe residents that it’s redirecting 75% of their electricity supply to data centers — and they have less than a year to find a new power source. It’s one of the starkest examples yet of the AI boom’s impact on everyday Americans.

The case is extreme, but the pattern is not. Across the country, data center electricity demand is reshaping the grid, driving up rates, and pushing a growing number of homeowners toward solar and battery systems — not as complementary power, but as essential infrastructure.

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