gas turbines

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 3, 2025 by David Sacks · across every show →

Everything said about gas turbines, oldest first

Nov 3, 2025 negative
Assertion Not checkable as stated
Sacks: A gas turbine shortage is the immediate bottleneck for AI power
“The issue is there's, like, a shortage of these gas turbines. You know, there's only, like, two or three companies that make these things, and, like, there's, like, a backlog of two or three years, so I think that's probably the immediate problem there that ne…”
David Sacks Nov 3, 2025 ▶ 52:27 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
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