energy

“In a lot of sectors like energy or water, you're not going to get market entry without some form of regulatory hacking.”

“If you're an adventure guy or woman, and you're trying to get a 10 X, Get the hell out of media. Go to healthcare, or go to energy, or technology places that you're much more likely to get that kind of return.”

“So I think by and large, you know, we're looking for sure on AI and then I think probably also in energy, we're probably looking at a primarily a bipolar world for quite a while.”

“Energy is very likely to go to new companies, particularly in the area of nuclear.”

“They're completely dependent on the Russians and they're actually de-industrializing. Like there are plants, you know, there are large German manufacturers who are shutting down right now because they literally Can I get energy?”

“And they know that as hard as it is to build a business in digital media, it's still harder to build one in robotics or life sciences or energy in what we call the world of atoms.”

“I think more broadly than compute, there is physical constraints of, well, energy, but also like, you know, at some point, not too far, like robotics will become a major focus. And so so I think thinking about like the physical constraints is, is, is going to …”

“So all of these upstream strategic industries like telecommunications airlines energy, essentially these are always organized by three giant state-owned companies that control pretty much the entire state of the business.”

“We're at a point in time where computing is, is, is bound by energy at the global level, which just was never true in all of humanity.”