Energy Prices

topic on 3 shows · 6 statements across 6 episodes

No Priors All-In TBPN

6 statements about Energy Prices, every show

NO PRIORS Prediction Not checkable as stated
Nadella: Data center buildout will ultimately lower energy prices long-term
“In fact, if anything, it's bringing down prices because long-term there's going to be a better grid. There is going to be more energy.”
Satya Nadella Jun 4, 2026 ▶ 35:42 We Need An Ecosystem in AI, And Every Company Can Win A Place In It
TBPN Opinion
John Coogan argues government should subsidize energy infrastructure over AI applications
“Keep the government out of the application layer. Focus on the energy layer. Just work on driving down energy prices and let all the tech companies duke it out and they will be benefit beneficiaries of cheaper energy”
John Coogan Nov 7, 2025 ▶ 15:57 OpenAI Requesting Federal Backstop? | Diet TBPN
ALL-IN Insight
Bessent: US must lower energy prices to compete without suppressing labor
“Yeah, I mean, we're not going to crush labor like China and some other countries have done, so we gotta crush the energy price.”
Scott Bessent Mar 19, 2025 ▶ 1:11:14 The Shocking Truth About DC Spending & Corruption - Scott Bessent
ALL-IN Prediction Didn’t hold up
Sachs predicts energy stocks could be top performers in 2024
“My guess here, just a guess, is energy stocks energy prices could be among the top performers of twenty-twenty-four, just because there's so much risk of conflict breaking out now and escalating.”
David Sacks Jan 6, 2024 ▶ 54:47 E160: 2024 Predictions! Markets, tech, politics, and more
ALL-IN Assertion Contradicted
Chamath: A 50% energy price spike always triggers a recession
“It is always the case that when energy prices spike by 50%, we enter a recession.”
Chamath Palihapitiya Mar 5, 2022 ▶ 21:58 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
ALL-IN Prediction Held up
Friedberg: Post-COVID demand will force global energy prices higher
“The demands that are going to come out of the X COVID economic growth cycle cannot be met with the current energy infrastructure and you're going to see energy prices continue to climb”
David Friedberg Feb 25, 2022 ▶ 24:28 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more

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