Electricity Production
topic on 3 shows · 3 statements across 3 episodes
Cheeky Pint 
Big Technology 
All-In
3 statements about Electricity Production, every show
Sundheim: Electricity is the AI bottleneck, making power enablers good investments
“Ultimately, the bottleneck is going to be electricity, and so companies that enable electricity production, assuming they have some moats, are going to be good investments.”
Friedberg: Industrial renewables cost under 3¢/kWh vs 10-15¢ for coal and gas
“We're seeing industrial scale renewable energy like solar and wind cost less now than traditional petrochemical driven energy electricity production. You know, As low as under three cents a kilowatt hour. And, you know we're typically looking at about 10 to 15…”