GM Launches Home Energy Ecosystem! Full Tour - EV Charging, Bidirectional Power, & Battery Storage
Summary
TLDRThe video script discusses the unveiling of GM's bidirectional charging system, a significant step in integrating electric vehicles (EVs) with home energy systems. GM Energy, a division under General Motors, showcases how the Silverado EV can power a house during a power outage using a 24-module, 215 KW battery pack. The system, which includes a power distribution box, AC charger, DC bidirectional unit, and a 9.6 kW inverter, is solar-compatible and represents an early but promising stage in vehicle-to-home (V2H) and vehicle-to-grid (V2G) technology. The script also covers the cost, future plans for a Gen 2 version, and the potential for dynamic power sharing with stationary battery storage and solar systems.
Takeaways
- 🚚 The video showcases General Motors' (GM) energy division unveiling their bidirectional charging system, which integrates electric vehicles (EVs) with home energy systems.
- 🔌 GM's bidirectional charging system allows the Silverado EV to power a 10,000 sqft house during a power outage, demonstrating the vehicle's energy capacity beyond propulsion.
- 🔋 The Silverado EV features a large 24-module, 215 KW battery pack that can be used for various power needs, including powering household appliances and electronics.
- ⚡ GM's energy system includes a power distribution box, an AC charger, a DC bidirectional unit, and a 9.6 kW inverter, which together enable the vehicle to supply power to the home.
- 🏡 The system is designed to provide backup power to homes during outages, with the capability to run critical loads and ensure home comfort even when the grid is down.
- 💡 The video highlights the importance of vehicle-to-home (V2H) and vehicle-to-grid (V2G) connectivity, which are essential for the future of energy management and grid support.
- 🌞 GM is also introducing battery storage options compatible with solar power, allowing for a more holistic approach to home energy management and self-sufficiency.
- 🔍 The video discusses the technical aspects of the system, including the use of a CCS connection for DC power transfer from the vehicle to the home inverter.
- 💰 The cost of the GM energy system is highlighted, with the current price point being $7,300 before installation, aiming at energy enthusiasts and early adopters.
- 🔄 The script mentions future plans for cost reduction and technological advancements, including the potential for more efficient DC-to-DC charging systems.
- 📈 The interview with GM's Chief Revenue Officer discusses the company's vision for the future of EV integration with home energy systems and the importance of market formation and utility incentives.
Q & A
What is the purpose of the GM energy bidirectional charging system?
-The GM energy bidirectional charging system is designed to allow electric vehicles (EVs) to not only draw power for charging but also to supply power to homes or the grid. In the context of the video, it is being used to power a house during a power outage.
Which company is highlighted as the largest EV charging manufacturer in the world in the video?
-Star charge is mentioned as the largest EV charging manufacturer in the world in the video.
What is unique about the Silverado EV's battery pack?
-The Silverado EV features a large 24-module, 215 KW battery pack which is a significant aspect of its energy capacity.
How long does it take for the Silverado EV to start charging after the power is connected?
-The Silverado EV starts charging approximately 35 seconds after the power connection is made.
What is the role of the CCS connection in the GM bidirectional charging system?
-The CCS connection is used to extract direct current (DC) energy from the vehicle's battery pack during a power outage, which is then converted to alternating current (AC) to power the home.
What is the maximum output of the inverter used in the GM bidirectional charging system?
-The inverter used in the GM bidirectional charging system has a maximum output of 9.6 kilowatts (KW).
What is the cost of the GM energy bidirectional charging system?
-The GM energy bidirectional charging system is listed at approximately $7,300 on the website before installation.
What is the future outlook for GM's energy solutions according to the video?
-GM aims to reduce costs by at least 40% for future generations of their energy solutions and is focusing on interoperability with non-GM assets as well as dynamic power sharing when paired with stationary storage.
What is the significance of the ISO 15118 standard mentioned in the video?
-ISO 15118 is a standard for bidirectional charging that will allow for interoperability between different vehicles and charging systems, which is important for the future of vehicle-to-grid (V2G) integration.
How does the GM energy bidirectional charging system handle a power outage?
-During a power outage, the system automatically disconnects from the grid, and within 40 seconds, it starts to draw DC power from the EV to power the home through an inverter.
What is the potential future integration of GM's energy solutions with solar power?
-The GM energy solutions are designed to be compatible with solar power, allowing for a more holistic and sustainable energy ecosystem where the EV can also charge from solar energy.
Outlines
🚚 Unveiling GM Energy's Bidirectional Charging System
The video begins with the hosts discussing the unveiling of GM's bidirectional charging system, which allows electric vehicles (EVs) like the Silverado EV to power homes. They mention the system's capability to charge the vehicle and provide backup power during outages. The hosts express excitement about the potential of GM's energy solutions and the integration of solar power with the EV ecosystem. They also discuss the presence of various GM EV models at the event and the impressive Silverado EV's 24-module, 215 KW battery pack.
🔌 Exploring the Technicalities and Costs of GM's Charging System
This paragraph delves into the technical aspects and costs associated with GM's bidirectional charging system. The hosts discuss the system's components, including the EVSE, CCS connection, and the 9.6 kW DC to AC inverter. They mention the system's ability to isolate from the grid during power outages and power a home using the EV's battery. The hosts also explore the costs, with the system priced at around $7,300 before installation, and discuss the benefits over traditional backup generators. They highlight the system's current limitation to power homes only during grid disconnections and not for peak energy rate shaving.
🏠 Touring a House Powered by Silverado EV
The hosts provide a tour of a house in Beverly Hills that is entirely powered by the Silverado EV. They discuss the system's capability to run the house for up to three days at full load, thanks to the EV's large battery pack. The hosts also comment on the aesthetics and features of the house, including its indoor bar, outdoor area, and the city views. They note that 60% of the house is connected to the system and that it runs silently, emphasizing the seamless integration of EV technology into residential energy solutions.
🔧 Discussion on the Future of GM Energy and EV Integration
In this section, the hosts discuss the future of GM Energy, focusing on the potential of vehicle-to-home (V2H) and vehicle-to-grid (V2G) capabilities. They touch on the importance of industry standards and the challenges of interoperability between different vehicle makes. The hosts also express their interest in understanding the technical details of the system, such as whether AC or DC is used for energy transfer and the implications for vehicle cost and complexity. They conclude by emphasizing the importance of utility coordination and the potential for future advancements in EV energy solutions.
🛠️ Breakdown of GM's Charging System Components and Pricing
The hosts break down the components of GM's charging system, including the power shift charger, which serves as the 'brains' of the system, and the various other parts that make up the total cost of $7,300. They discuss the high engineering, safety standards, and UL certification that contribute to the product's price. The hosts also mention the potential for future cost reduction and the possibility of integrating the system with other GM vehicles, not just the Silverado EV.
🔄 Insights into GM's Energy Strategy and Market Formation
This paragraph features an interview with a GM executive who provides insights into the company's energy strategy. They discuss the decision to use offboard inverters for reliability and the potential for future generations of products to include onboard inverters. The executive also talks about the importance of market formation, with utilities playing a key role in offering incentives for customers to adopt these technologies. They highlight the potential for EVs to be used as grid assets, either for cost savings or revenue generation through programs like time-of-use tariffs and demand response.
🔋 Introducing GM's Stationary Battery Storage Solutions
The hosts introduce GM's stationary battery storage solutions, which are stackable modules with capacities of 5kW and 7kW, up to a total of 35kW hours. They discuss the use of LFP (Lithium Iron Phosphate) chemistry for the batteries and the potential for future DC-to-DC decoupling systems that would allow for more efficient charging. The hosts express excitement about the potential of these energy solutions and the opportunity to cover their development in a future channel dedicated to energy topics.
🎥 Wrapping Up the Discussion on GM Energy Solutions
In the final paragraph, the hosts wrap up their discussion on GM's energy solutions. They acknowledge that while the technology is in its early stages and currently expensive, it represents the future of energy and transportation integration. They express their intention to follow the progress of GM's energy solutions and to potentially create content around the battery systems and software integration. The hosts thank the GM charging team for their work and end the video with a call to action for viewers to share their thoughts on the energy solutions discussed.
Mindmap
Keywords
💡Bidirectional Charging
💡GM Energy
💡EVSE (Electric Vehicle Supply Equipment)
💡Microgrid Solutions
💡ULM (Ultium) Vehicles
💡Power Outage
💡Inverter
💡Solar Compatibility
💡Energy Storage
💡Interoperability
Highlights
Unveiling of GM's bidirectional charging system, which allows electric vehicles (EVs) to power homes.
Silverado EV's 24-module, 215 KW battery pack showcased, highlighting its capacity to power a 10,000 sq ft house.
Introduction of GM energy, a division under General Motors, focusing on energy solutions beyond the car.
Discussion on the potential of EVs to be beneficial to the grid and household energy needs.
Demonstration of the Silverado EV powering household appliances like TV screens and speakers.
Explanation of the exportable power concept from EVs, showcasing the vehicle as a portable power source.
Introduction of the bi-directional unit and EVSE, which allows the vehicle to charge at up to 80 amps AC.
GM's plan for all ULM vehicles to support bi-directionality by 2026.
Cost breakdown of the GM energy bidirectional charging system, starting at $7,300 before installation.
Comparison between GM's system and Tesla's Powerwall, discussing the potential for energy storage and integration.
Mention of the Darkstar battery's role in providing power and communication during a power outage.
Discussion on the future of GM energy, including the potential for dynamic power sharing and grid integration.
Interview with the Chief Revenue Officer of GM energy, discussing cost, future plans, and the significance of the technology.
Exploration of the trade-offs between onboard and offboard inverter systems for vehicle-to-home and vehicle-to-grid capabilities.
Plans for the second generation of GM's energy products, aiming for cost reduction and market formation.
Introduction of GM's battery storage system with LFP chemistry, stackable modules, and a control box.
Discussion on the importance of standardization and interoperability in the future of EV energy solutions.
Transcripts
connection so that's the beep to
indicate that the truck has started to
charge and so what we're going to do is
break the power right yep okay hell yeah
can't wait to see how long should it
take like 35 seconds okay homework okay
cool I just it's a rumor I've
heard really glad to have you here
[Applause]
um let's do
it so there's a power outage okay and
then the
[Applause]
house this video is brought to you by
star charge the largest EV charging
manufacturer in the world they are also
a provider of residential and Commercial
battery storage with micro grid
Solutions hello and welcome to another
out of speec reviews video and welcome
to a garage and welcome to the Silverado
EV rst this is the big one big 24 module
215 KW battery pack Jordan we love this
thing 24 modules 24 in
Wheels it's on 24s um we're here to talk
yes a little bit about this truck but
actually GM energy which is a division
under General Motors uh Jordan and I
happen to be in LA today and heard about
this event and I found that we were
actually invited in an email that I
never opened so we said perfect timing
we're coming over and it is the unveil
of the GM energy bidirectional charging
system also storage solar all the
integration so we all love Tesla's
integration right I mean I filmed that
video hopefully you guys watched it with
my friend Rob latera who had the model 3
the model y the power walls the
inverters the solar and it all worked
together as a total system and we were
like the ecosystem is crazy well GM must
have watched that video I'm just joking
that video just went up they have been
working on a similar thing and here we
actually have at this very moment in
time this Silverado EV powering this
10,000 sqt house at the top of Beverly
Hills with their system and I'm going to
walk you through the system I of course
want to show you the house because it's
unbelievably cool and we're going to
meet with some of the engineers as well
and talk about a whole bunch of energy
stuff so join me as we learn about the
bir directional GM Energy
Solutions I love when car compan
especially those that are building a
large number of electric vehicles are
focusing on the thing Beyond just the
consumer of electricity which is the car
and talking about how it can be a
beneficial part of your life or help the
Grid or other things because you have so
much energy capacity and well I think
one of the things that we've seen
electric vehicles do especially F-150
Lightning and Silverado is use onboard
power to use for certain things for
example this TV screen these speakers
are all running off this Silverado EV V
rst and so there's power cables coming
out of the front trunk they got a bunch
in the rear they actually have a charge
port um powered situation right over
here where this is a j1772 to a power
brick I showed this at the Silverado
launch and uh they also have the outlets
back there up to 30 amp output 240 volts
this one's at 80% state of charge and it
can run for hours and hours running this
system so that was sort of the first
step in exportable power from an
electric vehicle Beyond just using it
for propulsion and just being able to
use the energy that you paid for you go
to a charging station you pay I don't
know 3640 cents a kilowatt hour put it
in a battery pack it's so nice to be
able to use something like this as
basically a portable power brick that
you can plug other stuff into so we're
used to the exportable power on the
vehicles what is interesting in this
case and something we have not really
played around with ever on this channel
my friend Tom mogy actually has the Ford
bidirectional system installed at his
house and he did a fantastic overview of
the uh
installation but what we're talking
about here is that similar thing but
with GM so this is actually X portable
power DC out so this is a CCS connection
here actually so um I'll walk through
everyone how this works and you're able
to Now power your entire
home from your vehicle now GM says by
2026 every single GM ULM vehicle will
have the hardware and the software to
support this bir directionality that's
pretty cool not too far away and most of
them I believe will have them Jordan we
know Silverado EV rst will have them we
just spoke to an owner with a lyric he's
getting his put in he'll be the first
one maybe we can do a podcast with him
bunch of other ones too yeah all all
ultium vehicles and they said other
ultium non gum would potentially support
in the future but that so that would be
like prologue ZDX Etc okay so let's walk
through what we're actually seeing here
so this is your evse but also a bir
directional unit this is about $1,600
yep which is of course everything here
is quite a bit of money yeah uh and we
should talk about the benefit of doing
something like this versus just a backup
generator but this will charge the truck
at up to 80 amps AC you don't need 80
amps to run it though you can derate
this to whatever the maximum your
current allows for your home um because
of course a lot of panels in the house
can't handle just 100 amp dedicated
circuit to run 80 amps of charging so I
think most people are comfortable with
19.2 Kow 80 amp home charging honestly
with a 240 KW hour pack Jordan that
doesn't seem unreasonable yeah it's a
lot of battery to fill yeah okay but
what's different about this than a
normal evse is the CCS connection which
you're plugging in at home a CCS
connection and that is the DC pins are
actually is what taking is taking energy
directly out of the battery pack I we
should ask I'm curious if it's doing it
in Split pack or in series if it's high
voltage or low voltage would be
interesting we'll definitely talk about
that in the interviews and that comes
back into here which is then fed to the
inverter which is a 9.6 kwatt uh DC to
AC inverter and what's interesting is
it's only 9.6 Kow so I guess cost goes
up you have to right size it for your
home but I think that's pretty industry
standard but is 9.6 Kow enough to run
your house I think it's enough to run
mine except for when I'm charging a
vehicle yeah most houses yeah I mean I
charge a lot so it would be great to
charge another vehicle off of this in a
power outage event but I could just plug
it into this of
course so okay interesting so the way
that it works is let's say there's a
power event this is uh you know you
basically lose your grid connection um
this will isolate your grid connection
there's a a automatic disconnect switch
that happens in here the whole process
takes 40 seconds we'll show you all how
that works DC comes out of the truck it
can even wake the truck up from a dead
asleep situation so the truck can be you
know sitting for a week basically
completed at charging at 50% or 70% or
whatever you want to set it to 80% is
probably what most people will charge to
um it'll wake the truck up 40 seconds
later soon as the disconnect goes it
will start pulling DC out of the truck
into the in inverter and now into
basically your power distrib power
distribution box this is basically a sub
panel that you can hook up all the loads
that you want backed up now some houses
you will back up the entire house and
you'll basically have the entire fuse
panel in here some houses like this one
this is a quite a large house that might
actually pull more than 9.6 Kow by the
time you have cooking on AC on electric
heating on they've just put critical
loads on this one and also the garage
lights so that we can do this video for
you in light because the house is
completely disconnected from the grid
right now running off the Silverado
makes no noise at all really cool um and
so that's basically these three pieces
of equipment you have your power
distribution box your AC charger your DC
bidirectional and your 9 .6 Kow inverter
that is also solar compatible now my
understanding is Delta does a lot of
this stuff as the supplier GM is not
really confirming that but that's just
my understanding all of this including
the dark start battery which is really
important because of course if you lose
power you isolate the system from the
grid you need something to wake up your
evse to tell the truck to start sending
power back to wake up the inverter this
is like only I think they said eight wat
hours something like that yeah really
small amount of energy but it's just
enough to keep the communications boxes
running until you get the truck back
home or your car back home it doesn't
have to be a Silverado it could be an
equinox EV that could do this which is
really cool this whole system is
$7,300 on the website is my
understanding before
installation no joke that's a lot of
money yeah $7,500 but yeah plus
installation website 73 oh well they
they said 75 but on the website it's 73
uh $72.99 nice uh that's a lot of money
for power only during a power outage
because right now this system can only
work in this configuration when the grid
is completely
disconnected from the house so you can't
like start pulling power in from the
truck when electricity is expensive and
blend them all together and try and save
on the bill it's just when there's an
outage your truck has to be plugged in
and that will power the house it's a
pretty Edge case right now but where it
starts to make more sense to me is when
you start bringing in battery storage
Yep this is when we get into the
situation of a total ecosystem I don't
personally think this system makes sense
without battery storage I love the idea
of battery storage I like the idea of
being able to utilize the truck more
when the house is uh connected to the
grid still and you basically there's two
variants of these battery packs I'll
have to learn what they are I think 7
kilow hour bricks and 10 kwatt hour
bricks roughly plus or minus I think and
you can stack them up to about 35 KW
hours total
so um certainly not as much energy
capacity as Tesla allows with power wall
but I actually don't think you need that
much home battery capacity uh especially
if you have a vehicle with 240 Kow hours
what you need is enough that to hold
your house over when you run to the
store to grab milk or get I don't know
do whatever you have to do for a couple
hours in town come back and then you can
replenish this from the truck now we're
not totally sure how the integration
options of this and the vehicle will be
with the whole system um but I'm really
hoping this is actually launching at a
little bit later date this all launches
today and it's available to order and
they have fantastic truly fantastic
websites with lots of info uh this I'm
curious about how it will um you know
integration options but there's going to
be an app similar to the Tesla app we're
filming on my phone right Jordan yep uh
otherwise I would show you all but I'll
leave leave a link in the description to
how Tesla does all of this stuff what
I'd like to do is talk to one of the
folks in charge of this project just ask
some questions get their take on this
but before we do that Jordan should we
show them the house yeah running off the
Silverado this place is pretty cool okay
so they had we're here late uh but they
had a bunch of media here today and and
actually uh GM EV owners cool to talk to
a few of them uh and this is just a cool
little venue that they have so two
Silverados they have a Blazer and
Equinox over here just showcasing all
their e yeah some of the product
offerings of course and then you can
kind of take a look at the house this
way which is again running completely
off the over a EV so it's not just a
small shack they did say 60% of the
house is plugged in and they said it can
run for 3 days at full load but that's
because that's a 200 something Kow hour
battery pack yeah so I wonder if they
didn't put like all the AC on the truck
or something but yeah it's pretty loud
in here pretty chaotic but look at this
freaking this is fantastic it's insane
oh I didn't even notice the wine on the
wall That's did you try their food I
tried all of it oh my God it's fantastic
he can only say nice things about GM
now I haven't eaten anything oh the
center plastic the center plastic on
some of the GM stuff though really bad
okay so uh if we come around this way
you had mentioned I mean like just a
beautiful room and everything gorgeous
outside area we were out there earlier
uh you had mentioned this was not an
OLED TV yeah not an OLED TV so back to
the drwing board with that I think
renovate the whole house um you know
they have like an indoor bar here it's
just a really cool thing you'll see
other uh creators here like our friend
Emy Hall and Kyle field from clean
Technica and a bunch of others that
we've been able to hang out with and
there just beautiful views of actually
the entire city out this way and it's
been really cool coming here and this
entire place is running off the truck
right now we're completely disconnected
from the grid and the truck is just
sipping away at that giant battery pack
right so you what state of charge was it
at I think it was like 99 it was 100
when they plugged it in and it may have
just dipped a 99 like it was 100 for a
while so yeah it's a lot uh just a lot
of energy in that thing yeah holy smokes
so um what we should do is we should go
back out to the system now that you can
see truly how much power it's out I me
this is crazy they're cooking in here
like life is going on everything is
fully rocking they have a chef from some
like TV chef show that one uh TV season
or something like one of those Gordon R
okay anyway we're not here to review
food Jordan unlike you stealing that'll
be the another Channel yeah what next
you'll see is the equinox is the best EV
ever made from Jordan because he ate
GM's food
um so what we need to do is we need to
focus on the backup system and maybe
some of the future of GM energy Beyond
this because one thing that I really
appreciated uh listening into the
conversations hopefully you'll take a
listen on the outpec podcast is just how
holistic they're thinking about electric
vehicles grid connections all of these
things can happen over time with these
vehicles but it's very early days
there's also issues with
interoperability between other vehicles
in this system for example ISO 15118 D20
will have a lot of V to x v to h v to G
uh Communications in there but that's
not finalized basically no one has
agreed across the board on how the
vehicles should communicate with each
other also we're starting to see a
differentiation of DC back through an
inverter or AC back straight to the
power source for example Tesla
cybertruck does AC out and uses the
power conversion system the PCS um to
basically match the frequency of the
grid match the house and then charge
through the Gateway there
uh versus this which is basically using
an off-the-shelf available system
adapted for GM of course using DC out
and my gut feeling is AC out of the
vehicle might be better and less lossy
uh but adds to vehicle cost and
complexity with vehicle timelines it
sounds like GM really had to get stuff
to Market very quickly um but I also
think we're seeing a lot of automakers
still continue to go with this approach
of AC or DC so that's a question I
definitely want to ask we have a lot to
learn here um and and I just want to
leave a plug for the future out ofpc
energy Channel Jordan yeah uh and I do
wonder you know this is sold for
actually
$16.99 these can be sold extra like as a
separate thing and why is that like why
would you buy those and not this or is
that meant to be you can buy this and
then add these later yeah exactly so
it's meant to if you are planning about
doing the bidirectional at something in
the future and you still want an ad8 amp
charger you can buy this um but this I'm
curious I wonder if this will even
charge other vehicles like the Ford
system will charge other vehicles on AC
I've charged the our Lucid air on Tom's
Ford Pro station yep uh and that
actually comes with the truck at no
charge so this does not yeah almost
$1,700 and then yeah those things so all
this together is the 73 or five whatever
whatever it is yeah this whole one two
three is 7500 bucks you can subract well
the install is the the big question mark
here now GM is partnering with CIT which
we're familiar with CIT they're awesome
they sponsor our friend 's Channel
really like them supporting the
community um we've also maybe have some
projects coming up with them soon we'll
have to see should be kind of fun um GM
is basically saying there's a whole
configurator on the website you can
choose what you want to go for and then
they'll hook you up you can have any
installer install this but kit can do it
as well uh and then it's going to get
real pricey real quick I think even best
case scenario might be a lot of money
five grand minimum yeah that would be my
guess so roughly 12ish um on the install
maybe most was like 20 grand all in okay
yeah yeah yeah and then we're not even
getting into batteries yet so that's and
we're not getting into batteries and
then it's like you could just pull up a
Honda
generator or honestly you for a lot of
people you can just pull the power
straight off the truck for the plug so
you really have to be I think at this
moment in time to adopt something this
early a real EV Enthusiast which is
honestly this channel yeah and but
you're right to to really make that cost
more worth it it'd be really cool if you
could sip energy from the grid when it's
cheap and especially in Colorado and a
lot of states have time of use charging
and then then reuse that energy back to
the GD while you're still connected
you're not relying on an outage totally
agree it would make so much more sense
if you could just constantly you know oh
we're at Peak rates let's dump the truck
even into the GD super smart and
integrated yeah really but a lot
requires a lot of utility coordination
which is really tough and um anyway yeah
let's talk to some of the engineers on
this thing go through all the nerd stuff
and then we can end this video ready
let's do it
so there's a power outage okay the
Darkstar battery right now is providing
power and Communications to the inverter
and the Hub The Hub is locking out the
grid so that there's no power that comes
from the grid now it's communicating
through the power shift charger back to
the vehicle they're making sure they
have a a solid connection between the
two of them and that they've got a good
ground and the vehicle's now
communicating back to the power shift
saying I can give you
power and that power comes back through
that to the inverter and then back to
the hub and then to the
[Applause]
house all
right guys you joined me with aim whose
technical title is Chief Revenue officer
but you know more than almost any other
Chief Revenue officer I've met thanks so
much for joining us well thank you for
having me of course so pleasure okay we
since C is your title we have to ask the
cost of everything we mentioned to our
viewers it's about $7,300 on the website
yes um what determines that cost will
you have programs to help incentivize
them I went through the whole
configurator by the way it's awesome
your online portals are amazing and they
showed like all the tax incentives and
other stuff in my area happy that it was
really cool yeah so um I I'll do a quick
walk through right what what is what is
really driving the car structure how
we're actually you know packaging the
product so the the par shift charger is
about $16.99 I think that's what's
listed on the website and then the
balance of the system is what makes up
right the
7300 the the pow shift charger you know
is essentially the the brains right that
connects with the vehicle and is driving
where bulk of our our engineering
resources have gone in terms of
instituting the product where I do see
the you know where the next generation
of the products headed is we're looking
at at least 40% bomb cost reduction
material cost cost reduction and um
we're pretty confident that we can get
it there um and for two reasons one is
consolidating the footprint how do we
actually reduce this from down from like
you know four boxes to two Okay that's
that's going to be pretty significant
and then when you take into account
insulation costs on top of that right so
the total cost of ownership will
actually be driven down further as well
but given that this is the first version
of the product that we're launching you
know the Gen one and there's been
considerable engineering that has gone
into it including the safety uh
standards that we've had to follow
between the UL certification for the
devices um as well as the connectivity
with the vehicle itself right so there's
an onboard inverter on the vehicle the
vehicle has to coordinate with the the
par shift charger and there's been
significant amount of testing that has
gone into the product so it's highly
engineed highly safe high quality
product and um you know the uh you know
that's really the value that we're
driving for the customer for that price
point so you're doing DC back out of the
vehicle can you actually just nerd
question before that this obviously can
operate in Split pack or in series uh
what configuration are the 20 and 24
modules in when charging are they at the
higher voltage configuration they a high
voltage configuration okay so this is a
th000 volt capable then that's correct
um what is the future is it DC out of
the vehicle is it AC out of the vehicle
we've seen different automakers take
different approaches yes um you know
it's do you stuff the cost in every
vehicle or do you stuff the cost on the
in you know in this inverter at the home
side what's what's your impression
what's that tradeoff yeah yeah look I
think there's two schools of thoughts
around that I I think you you nailed it
when you said look it comes down to is
where do you actually uh have that U
offboard power capability right do you
put it on the vehicle itself or you use
offboard equipment so is it onboard
versus
offboard what our our belief is that in
order for us to truly unlock the vehicle
to home and then vehicle to grid
capability the utilities have to be able
to rely on these assets and utilities
have the highest confidence in inverters
today right inverter technology has been
entirely standardized you know there's a
1547 standard out there and we believe
that having that capability where they
can visually test validate inspect these
assets is going to be the initial unlock
that's necessary okay uh in order for
you know for us to be able to get these
assets classified and certified as grid
reliable and grid safety you're going to
have to go through each utility in every
which all I don't know 1,800 of them
whatever there are out yeah I mean
there's about 3,000 utilities you count
all the IUS and the co-ops and the munis
but the and and the intention isn't
really to go have each utility certify
it's typically you know like in
California Souther California Edison
will take the lead in New York you know
KET would take the lead and typically
the rest of the firms will Fast follow
the intention is really getting the
consumer comfortable as well so given
that it is such a complex technology and
also the fact that it is nent the best
way to unlock that capability build
confidence is our belief is that it's
through the offboard uh architecture
right now right because it gets the
instulation at work comfortable if you
move all of that technology into the
vehicle now if you think about after
servicing and sales including the
integration with the grid a lot of that
now you rely on the service technicians
who have to service the vehicles so from
an after sales perspective and the total
cost of ownership of the product um you
know it's it's a it's a matter of
tradeoffs right so for us we believe
that the The Building Trades or the
electricians that are responsible for
wiring for the panels you know if they
actually get comfortable with this
equipment adopt and understand it
they're far more equipped in order to do
this than to have um vehicle technicians
get qualified and you know take that you
know they take that complexity on it it
makes sense but it also seems a little
bit redundant into the future I
understand why today this makes sense
because you also have inverters in the
truck that are running your offboard
Power Systems and everything it'd be
really cool to see that all tied in
maybe for Next Generation or the double
next generation come together I I think
what what's going to the true unlock
will happen is if the vehicle onboard
inverter is able to deliver power at the
same power quality requirements as the
standard offboard inverter and that
drives up the price point today for the
technology that we use because it
doesn't have to satisfy those power
quality standards for the grid sure uh
and you're absolutely right it removes
the redundancy now you don't need two
sets of inverters right so it actually
is more cost efficient solution you know
arguably it's also more efficient
solution
um but it comes down to is again um the
tradeoff for where should that product
cost reside right it do a drive in the
price point of the vehicle or it's a
discretionary piece of equipment that
the customers choose to invest in uh
whereas you know should the bomb for the
vehicle bear that because every customer
then has to pay for that you know for
that onboard inverter for that standard
totally makes sense I I love the
approach of like inverters are a known
quantity right now and to get any
because right now this is a pretty
choked system this is pretty day one
there can be a lot of software unlocking
for it like for example right now we can
only power through the system like it is
right now when we're completely
disconnected from the grid yes uh and in
the future especially when you pair it
with your battery systems which I want
to ask you about this in a little bit
you will be able to do some Dynamic
power sharing absolutely I mean the
system becomes more valuable when you
have stationary storage bundle with it
totally becomes far more flexible it
becomes far more interoperable and also
gives you the flexibility to be able to
draw power from stationary storage
versus the EV and then when you couple
it with the solar system you know then
you have the full Independence right
because you can charge any of your
storage resources whether it's the EV or
the stationary storage and then you can
move power around all these assets right
between your home and your vehicle the
stationary storage system so that's the
future that we believe you know is going
to truly create that value for the
customer that they're willing to invest
in in this technology the other piece I
would also argue is I I and it's not
really an argument more of a tradeoff as
you think about getting people
comfortable with the technology the
inverters are pretty standard right the
solar installers are very very
comfortable with this supports solar
already out of the box right I'm sorry
this one will support solar yes okay
this one will support solar um and so so
the technology is you know fully
standardized the the the mid which is
you know integrates with a panel right
that technology is actually moving on a
very very different scurve where smart
panels are coming out a lot of what we
see the next generation is going to be
like your panel has this integrated
capability totally um so we see the
future there so as the market evolves
you know there's going to be an
evolution there as well and then more
importantly I think as the iso standard
gets adopted for bir directional
charging right which will be 1511 8-20
that's correct in that scenario the
powers shift charger which is our
product then becomes interoperable with
non GM assets right right so as you now
think through each of these technology
components and you look at their S curve
of evolution each of them are on their
own track but eventually we see
emergence happening um where we believe
that um you know offboard capability is
going to actually get there a lot faster
than onboard capability because of the
convergence of technology and the level
investment that's going in for different
reasons in different product categories
um so that's just another trade-off in
terms of why we invested and why we
decided that you know an offb DC system
right now is the best entry point for
our customers yeah it makes a lot of
sense I mean I think um right now the
way I look at it is uh this is for the
energy Enthusiast this is for someone
who buys like for me honestly Silverado
EV I want to have the coolest Tech I
want to follow the software upgrades I
want to add the Battery Systems um but
maybe in the future Gen 2 is better what
do you think how far away are we from a
gen two you've mentioned it a couple
times yeah yeah so I think look the
product cycle it took us about two years
to launch this we expect that we're
going to compress that by you know at
least 50% so in less than a year we'll
be able to move fast and launch the
second generation of the product um I
would say that you know it it seems like
look there's a lot of complexity to take
on and this is really targeted towards
energy enthusiasts but once you have you
know between how we've actually tailored
the whole experience between how you buy
the product how you get it installed how
you configure it how it works with the
app on the vehicle it said and forget
it's an investment you make once and it
may seem overwhelming but we're taking
all the complexity right so we actually
believe that there's a market we can
unlock where um customers when they're
going in and buying the EVS can make
this investment which is future proofed
as well so if you want to you know add
more solar you want to integrate with
your storage system you know it'll all
be capable um and you know a lot of
software you know is technology that
resides on these systems so I have a
different perspective you know yes you
know maybe um energy Geeks like us are
going to be the first ones to buy them
but fast following I do see an
opportunity where you know we're taking
on and removing all the complexity for
the customer we see this as a long-term
investment
as for second generation of the product
um what our core focus is again drive
down driving down the product cost and
driving down the total cost of ownership
in the context of installation cost when
you factor those two in uh we believe
that you know that's going to again be
another major driver for adoption and
then I think the third piece is really
coming down to is Market formation which
is true now which is true for future
generation of the products as well where
the True Value happens when you say an
EV is a grid asset
is where the customer can either save
money or make money simply right and in
order for that to happen the grid and
the utilities have to start forming the
market have the right Market signals
whether it's time ofuse tariffs whether
it's demand response programs whether
it's battery incentives and we expect
that you know as you know the our
utilties are very bullish on this system
right that we expect that there's going
to be a level of incentives that they'd
be willing to offer up yeah um as they
do on the unirational portfolio um
because they would make the correlation
that not only is it driving
electrification with EVS which is what
they want and which is a lot of what the
regulatory mandates are but also now
they can use that asset as a flexible
grid grid resource totally by you know
um investing in in this additional
equipment taing into your battery when
they need it for Peak so we are close on
time but I just want to ask you one last
question which is this is a bit future
perhaps we should do a whole video on
this when it comes but you'll have two
variants of the battery pack um up to 35
k hours usable yes and what energy
chemistry is this is this lfp lfp hell
yeah that's awesome we love that for for
stationary so what are the two variants
um so it's five um I think it's 17 12 K
kilowatt hours and it is 11 kilowatt
hours if I'm not mistaken and five and
seven they're stackable um and so you
can get get them in 5kw or 7kw and these
modules and then you can stack them up
as high as 35 but they're actually two
different towers and then have you know
one standard controller that sits on the
top which is this okay so this is the
control box for it and there's no DC to
DC link so that you could charge the
vehicle off of these directly not yet
not yet okay CU that would be slightly
more efficient than converting back to
AC and then using the onboard charger to
go DC but we're talking small numbers
maybe round trip 85% efficient something
like that yeah I mean it's a small small
amount of loss yeah um we are looking at
you know DC to DC decouple Systems I
personally am pretty bullish on it yeah
you I like Thea I like I like them a lot
I think you know they're actually much
easier to install and configure and also
uh much more efficient um but and we are
actually investing you know in looking
at that product category but the first
launch product um will not have that
right sure makes sense but this is all
pretty cool I mean it's early days for
stuff like this it makes so much sense
I've been talking about you know
integrating our vehicles with our
electrical grid for so long we're
starting a whole new channel around this
it's like something fascinated with so
hopefully we'll be able to cover your
progress as you guys move forwards come
out with new things talk about software
integration I always see you at the
interop conferences your team's hardcore
making sure that that all works together
so um yeah shout out to the GM charging
team they're actually awesome really
really cool we appreciate all the love
and uh you know we feel actually very
very strongly and passionately about the
mission IR on you're at the ti of this
spear educating all the people around
right all the opportunities with EVs and
energies so kudos to you for
and talking to the world and exting
people about our products and services
and you know we're right behind you yeah
hell yeah well let's do a video on the
battery stuff when this comes out when
we can get more into it maybe we can
come over do a test house or something
like that and uh showcase this I want to
show the app the software is the most
important piece um I have a friend with
a I'll just a Tesla whole system and
it's amazing the app all the data so I
hope you guys Benchmark that and give us
everything we want to see our better
experience oh cool I love it that's
awesome very cool thanks for joining
really appreciate it thank you very much
thanks all right well we spend a lot of
time in this garage together we're the
last people here yeah I know they're
trying to get us out of here uh I don't
even know what time it is 9:30 oh it's
not that late no okay night is young I
would guess I just flew to the West
Coast so it feels a lot
later um essentially this type of stuff
is the future this feels pretty
rudimentary pretty early pretty
expensive I know people will install we
met people here are going to install it
and it's going to be really cool to
follow the progress but uh yeah so we're
getting kicked out right now there we're
getting yelled at but anyway thank you
guys so much for watching another AOS
speec reviews video what do you think
about the Energy Solutions let me know
uh I would love to uh explore this a
little bit more energy Channel coming
probably by the end of the year early
next year something like that and uh
damn pretty sick thanks so much for
watching see you later byebye
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