Electricity Costs

topic on 3 shows · 7 statements across 7 episodes

Sourcery Catalyst All-In

7 statements about Electricity Costs, every show

ALL-IN Assertion Partly supported
Gerstner: Electricity costs are falling in Texas despite data center expansion
“In Texas, Where you're building the most data centers in the country, electricity costs are going down.”
Brad Gerstner May 8, 2026 ▶ 12:22 Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
CATALYST Assertion Not checkable as stated
Burton: Utility cost increases stem from transmission and distribution, not generation
“And if you look at, certainly in this region, How electricity costs have increased for us and actually our gas costs as well. It has been largely on the transmission and distribution side. So not so much, you know, on the generation side.”
Tom Burton Jan 20, 2026 ▶ 13:04 A ‘rain delay’ for the energy transition [partner content]
SOURCERY Assertion Contradicted
Dell: US electricity costs increased 2.5x over the past 20 years
“The cost of electricity in, in, in the country has gone up roughly two and a half X for the last 20 years.”
Zach Dell Oct 8, 2025 ▶ 24:05 Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
CATALYST Prediction Not checkable as stated
O'Neill: H.R. 1 and current federal policies will raise electricity costs
“H.R. One and some of what the administration is doing are gonna raise electricity costs for all.”
Heather O'Neill Oct 6, 2025 ▶ 7:29 Frontier Forum: A new playbook for clean energy growth
CATALYST Assertion Supported
Bullard: Energy accounts for only 1.7% to 6.3% of AI training costs
“The energy component of that comes way after the AI accelerator chips, the other server components, the interconnection costs, and it's somewhere between 1.7 and 6.3% of the cost of training and experimentation.”
Nat Bullard Feb 6, 2025 ▶ 45:56 More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
CATALYST Assertion Not checkable as stated
Fleece: Electricity accounts for 75 percent of levelized hydrogen production costs
“Actually 75% of your levelized cost is down to your electricity cost and natural capex.”
Gnevamir Fleece Oct 20, 2022 ▶ 38:36 What’s holding up hydrogen in Europe?
CATALYST Insight
Kann: Direct air capture requires 1-cent rather than 10-cent power to scale
“If you have 10 cent per kilowatt hour power, no direct air capture system is going to be anywhere near in the money, no matter what you define in the money as. If you have one cent per kilowatt hour power, then it looks really, really promising.”
Shayle Kann May 12, 2022 ▶ 36:58 Shayle’s “ask me anything” episode

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