Justin

Co-founder of Base Power and key figure at Truemed, focused on disrupting the energy and healthcare industries.

Claims

As speaker

Mentioned in

Key positions and views

The U.S. healthcare crisis is fundamentally a metabolic health crisis driven by government-subsidized, processed foods and a regulatory environment that favors corporate interests over public health.

Tax-advantaged savings accounts (HSA/FSA) are a powerful, underutilized tool that can be unlocked through telemedicine to incentivize and pay for preventative lifestyle interventions like healthy food and exercise.

The U.S. is entering a multi-decade period of accelerating electricity demand, primarily driven by AI data centers, EVs, and heat pumps, which will overwhelm the existing grid infrastructure.

A vertically integrated business model—controlling design, manufacturing, and installation—is the key to winning in the residential energy storage market by achieving superior speed and a compounding cost advantage.

Metabolic interventions, specifically ketogenic diets, have the potential to resolve severe neurological conditions like schizophrenia, epilepsy, and bipolar disorder, suggesting they are rooted in metabolic dysfunction.

Podcast consensus on Justin

Points of consensus

▶Justin consistently argues that major US systems, specifically healthcare and energy, are failing due to entrenched interests, outdated infrastructure, and misaligned incentives.

▶Across both healthcare and energy domains, he advocates for technology-driven, market-based solutions that empower consumers and bypass incumbent gatekeepers.

▶He frequently points to specific government policies and regulations (crop subsidies, GRAS designation, grid interconnection rules) as primary drivers of systemic problems.

▶In both his ventures, Justin emphasizes a strategy of vertical integration and controlling the entire value chain to achieve cost advantages and speed, as seen in Base Power's manufacturing and Truemed's use of telemedicine rails.

Points of debate

▶Justin's discourse presents a tension between his sharp critique of large corporations' influence on public policy (e.g., Monsanto, Coca-Cola) and his own companies' deep integration with major venture capital firms (A16Z, Lightspeed, etc.).

▶There is a contrast between his focus on macro-level systemic failures (e.g., $100B in crop subsidies) and his proposed micro-level, consumer-centric solutions (e.g., individual HSA/FSA spending, home battery installation).

▶He champions deregulation and consumer choice, citing the Texas energy market as a positive example, yet also details the negative consequences of lax federal regulation in the food system (GRAS, banned chemicals).

▶While he discusses broad societal problems like obesity and grid instability, his solutions appear primarily targeted at consumers with the financial means to afford Pelotons, Eight Sleep products, or home battery systems.

Key themes

▶Systemic Failure and Corporate Influence

Justin argues that US health and nutrition are undermined by corporate interests that heavily influence government policy. He cites examples like Coca-Cola spending $140M to shape nutrition guidelines, Monsanto lobbying to avoid liability, and the food industry outspending the NIH 11-to-1 on nutrition research.

This theme suggests that Justin views market opportunities not just in technological gaps, but in areas where regulatory capture and corporate lobbying have created systemic inefficiencies and negative public outcomes.

▶Consumer Empowerment via Financial Incentives

A core theme is redirecting existing financial flows toward preventative health. Justin's venture, Truemed, is built on the insight that IRS rules allow tax-advantaged HSA/FSA funds to be used for food and exercise with a letter of medical necessity, effectively creating a consumer-driven subsidy for healthy living.

Investors should note his strategy of leveraging and building infrastructure around obscure or underutilized regulatory loopholes to unlock new markets, rather than waiting for legislative change.

▶The Accelerating Energy Demand ShockApr 2026

Justin posits that the US is at an inflection point where electricity demand, historically growing at 1-2% annually, is now accelerating dramatically. He identifies AI data centers, EVs, and heat pumps as the primary drivers of this multi-decade trend, creating immense strain on an unprepared grid.

This perspective frames the energy transition not just as a shift in supply (renewables) but as a race to manage a fundamental, structural increase in demand, creating opportunities for distributed energy solutions like home batteries.

▶Vertical Integration as a Competitive Moat

Justin advocates for a strategy of vertical integration to outmaneuver competitors. At Base Power, this means designing, manufacturing, and installing their own batteries to create a 'compounding cost advantage' and drastically reduce installation times from months to weeks.

This operational focus on controlling the full stack—from hardware manufacturing to final installation—is central to his thesis for winning in capital-intensive markets by optimizing for speed and cost.

Source episodes

Sentiment over time

Apr 2026

2 bullish, 1 bearish, 5 neutral(8 claims)

The Texas power grid is effectively an island, not physically connected to the r...

May 2026

1 bullish, 7 bearish, 3 neutral(11 claims)

Qatar has announced it is shutting down oil production because its storage facil...

Changes over time

1970s

Justin identifies this decade as the starting point for the acceleration in U.S. rates of childhood obesity, adult obesity, and heart disease, forming the historical backdrop for his critique of the modern healthcare and food systems.

Last Decade

He points to this period as when the U.S. government spent approximately $100 billion on crop subsidies, primarily for corn, soy, and wheat, which he frames as a key driver of poor metabolic health.

Last 2-3 Years

Justin claims this period marks a significant 'knee in the curve' where U.S. electricity demand began to accelerate dramatically, shifting from its historical 1-2% annual growth rate.

Present

Justin is actively building two companies, Truemed and Base Power, to address the systemic failures he identifies. Truemed leverages telemedicine infrastructure for preventative health, while Base Power is scaling a vertically integrated home battery business, installing 15-20 units per day.

Next 3 Months

He predicts Base Power will double its deployment rate, becoming the 'fastest battery developer in the country' within this timeframe.

Suggested prompts

How does Justin's strategy of leveraging existing regulatory frameworks (HSA/FSA rules) for Truemed compare to his strategy of building new infrastructure (Base Power) to address market failures? &nearr;What are the potential conflicts or synergies between Justin's critique of large corporate influence and his own companies' reliance on major venture capital firms like A16Z and Lightspeed? &nearr;To what extent do Justin's proposed solutions (Truemed, Base Power) rely on affluent consumers, and how scalable are they for broader societal impact? &nearr;How does Justin's focus on the Texas energy market as a testbed for Base Power inform his broader views on deregulation and market-based solutions? &nearr;

Key concepts

HSA/FSA Regulations 1 ep US Food & Nutrition Policy 1 ep Corporate Lobbying 1 ep Metabolic Health 1 ep US Energy Grid 1 ep Electricity Demand 1 ep Vertical Integration 1 ep Home Battery Storage 1 ep Texas Energy Market 1 ep Preventative Health 1 ep

Notable quotes

“We could basically try and build infrastructure that allows the average person to get one of these elements if they qualify and use the telemedicine rails that HIMSS Rho and other companies have spent the last several years building But rather than prescribing OSEMPIC or prescribing TRT we can actually prescribe food interventions exercise things like that”

Justin · How Truemed Is Incentivizing Americans to Invest in Prevention

“the end result is we have between like 60,000 and 80,000 chemical compounds in the U.S. that are not allowed in the EU.”

Justin · How Truemed Is Incentivizing Americans to Invest in Prevention

“[0:27:23 -> 0:27:35] the way that we describe this is we are working to develop a compounding cost advantage through vertical integration and what that means is by doing everything by designing the batteries making the batteries installing them doing all the logistics and warehousing”

Zach and Justin · Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners

“[0:04:45 -> 0:05:00] And only over the last two to three years and what we believe of over the next few decades that there a knee in the curve right”

Justin · Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners

Report last updated: Apr 21, 2026

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