#291 Building Physical Infrastructure at the Speed of Software | Cole Ashman | Pila |

#291 Building Physical Infrastructure at the Speed of Software | Cole Ashman | Pila How Pila is decentralizing home energy storage, cutting $7,000 in installation soft costs, and upgrading the grid one smart node at a time. Listen: Apple Podcasts | Spotify | YouTube | Pocket Casts Key Quotes “We’re reinventing the home battery by spreading it out throughout the home... they automatically recognize each other, they communicate over this mesh network.” – Cole Ashman “A whole home battery today is gonna cost like $15,000. About half of that is soft cost installation, design, permitting, like BS.” – Cole Ashman “The power grid that we have is built around like the worst case. You know, like we’ve built a 10-lane super highway, but on most days the utilization is 40%.” – Cole Ashman “Software is becoming so easy to replicate in the world of LLM-generated code... having a physical place in the world and a platform that’s generating new useful data is being so much more interesting and defensible.” – Cole Ashman Episode Overview Whole-home backup power traditionally requires $15,000 upfront, expensive electrical work, and months of permitting. As retail electricity prices skyrocket and outages multiply, home energy resilience remains out of reach for most people. Cole Ashman, Founder & CEO of Pila (ex-Tesla, Span), is fixing this with modular battery nodes that plug straight into standard wall outlets. Operating over a wireless mesh network, Pila delivers instant outage protection and load balancing with zero installation costs—making energy storage accessible to renters and homeowners alike. Key Topics Covered: Positioning CleanTech: Why pitching safety, comfort, and savings beats leading with "climate." Hardware Moats: How physical infrastructure protects against AI software replication. Grid Economics: Using distributed batteries as shock absorbers to lower peak-demand costs. Check Out Our Sponsors! Lehmann’s Terms: Executive media training and message positioning for CleanTech leaders preparing for high-stakes investor pitches and national press. Learn more. Climate Finance Solutions (CFS): Expert grant funding strategy. Secured over $1.6B in non-dilutive government funding for climate tech startups with a 90%+ success rate. Learn more. Roosevelt Talent: Technical headhunting for frontier and energy tech companies. Delivering top 5% candidates at half the price of traditional recruiters. Connect with Roosevelt. Timestamps 00:00 – Intro & The Pila Solution: Modular batteries for every outlet 04:33 – Un-stealthing and fundraising against rising retail power rates 08:19 – Storytelling: Sell reliability and savings over climate anxiety 16:36 – Bypassing the $15K installation barrier and permitting bloat 18:40 – B2B Playbook: Deploying networks across multi-family real estate 21:54 – Smart Monitoring: Predicting appliance failures via outlet data 34:19 – HardTech Moats: Why physical infrastructure wins in the AI era 43:00 – Hardware Velocity: Tesla Energy takeaways on scaling manufacturing 54:07 – Grid Optimization: Distributed batteries as shock absorbers Links & Resources Guest: Cole Ashman | Pila Energy Host: Silas Mähner on LinkedIn Socials: Climate Cowboys on LinkedIn | YouTube Disclaimer: This content is for educational purposes only and does not constitute financial or investment advice. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit climatecowboys.substack.com/subscribe