Bloom Energy

“Literally if you rank every stock in the U S and vaguely defined as tech and don't put a market cap filter, you know, a very small one cut out to on and below planet labs, bloom energy, open door, Oclo and Seagate top five performing stocks this year.”

“We signed a contract with them that 90 days from the day we signed the contract, we would do 50 plus megawatts, which is an unbelievable speed. We delivered that in 55 days instead of 90 days.”

“Two thirds of Caltech campus is powered by us.”

“Before starting the company, I did the Mars missions.”

“Anything going at that speed, will it have bumps along the road? Will it have pauses along the way? Most probably, yes. You know, we don't know of anything else in human history of this scale and this magnitude, but it is the trajectory. Is the normal course a…”

“It is the primary input to manufacturing intelligence. At the end of the day, when you look at it end to end, it's neither price nor cost, it's value.”

“When I started the company, if you had given me, if you had said P and L EBITDA, all those, you know, financial terms, I wouldn't even know what that meant.”

“Electricity in the world is a five and a half trillion dollar market. Last year, our revenues were two billion.”

“We'll be over two gigawatts, Yes, we said that publicly”

“So if you look at my 2001 PowerPoint presentation, which was the pitch to Kleiner Perkins, who was my first investor, John Doerr, the summary page puts out a data center, it puts out a bloom box, powering the data center, the waste heat providing the cooling f…”

“We can stand up that power faster than they can build a data center.”

“So here we build the next 10, the next 20. They're all going out in the field and failing spectacularly.”

“So even at the tens of gigawatts, we will be single digit percentages Of the total supply chain that already exists to make other devices of similar nature.”