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every year anyone Harry Stebbings 16K.R. Shridhar 13

Verbatim, from the transcripts: the passages where Bloom Energy comes up

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Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings Jun 29, 2026 · 28 mentions

  • ▶ 0:10 Harry Stebbings Shridhar, founder and CEO of Bloom Energy, joins us in the studio. 4 times in the scene
  • ▶ 1:17 Harry Stebbings I am like the biggest fan of the company and the story, so it's such a pleasure to have you here in person. 2 times in the scene
  • ▶ 31:44 Harry Stebbings Because your backlog book is insane. 6 times in the scene
  • ▶ 36:01 K.R. Shridhar That's what Bloom's about. 2 times in the scene
  • ▶ 38:46 K.R. Shridhar Last year, our revenues were two billion. 2 times in the scene
  • ▶ 41:12 K.R. Shridhar You use that electricity when nature gives it to you, and then you bottle that electricity when nature will not give it to you in the form of a hydrogen that you make right on site, and then you recycle that hydrogen using something like…
  • ▶ 46:27 K.R. Shridhar So that was our first application of a mission critical data center being powered fully by Bloom. 6 times in the scene
  • ▶ 51:55 K.R. Shridhar What Bloom makes is designer electricity. 2 times in the scene
  • ▶ 55:31 Harry Stebbings Social media circles because of Leo Aschenbrenner and his investment in the company. 3 times in the scene

Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada · 20VC with Harry Stebbings May 4, 2026 · 1 mention

Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings Dec 22, 2025 · 2 mentions

  • ▶ 36:51 unnamed speaker Um, so 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… 2 times in the scene
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