Energy Sector
topic on 5 shows · 11 statements across 11 episodes
We Live to Build 
David Senra 
Capital Allocators 
Catalyst 
20VC
11 statements about Energy Sector, every show
Dell: The lack of beloved energy brands creates massive counter-positioning opportunity
“There really aren't any beloved brands in energy, which makes the opportunity even bigger because it's counter positioned. It's unique, right? And so if you're able to do a thing that no one has ever done in your space, you stand out, right? And so being able …”
Snyder: 90% of Industrial Workers Do Not Use Computers Regularly
“So, you know, the energy sector, infrastructure, construction, manufacturing, fabrication a lot of these industries, 90% of the workforce, Is not really using a computer at that level.”
Chang: Fuse aims to make energy cheap enough to re-ignite economic growth
“I think what would be, we'd love to build a world where You know, power is so cheap and abundant that any builder, you know, AI or otherwise, don't even think about power anymore, and they can just build more, and economies start growing again as a result. Tha…”
Kann: Energy has emerged as a choke point for AI development
“And it is it has emerged as a choke point for the suite of technologies that, you know, is, is the most important area of innovation in the world right now, which is AI.”
Kann: Physical AI will drive AI's main impact on energy and climate
“To the extent that there's going to be a big impact of AI on the energy sector, on climate tech, apart from its obvious impact on energy consumption, which we've already talked about ad nauseum here This area, physical AI, is where I think the impact is going …”
Reynolds: Energy volatility demands long-term private capital over quarterly public equity
“There was just far too much cyclical volatility that you needed to invest through cycles with long-term capital. Think long-term, not think about the next quarter.”
Microsoft research reveals 40% increase in state-sponsored critical infrastructure cyberattacks
“Our own research here at Microsoft shows that we've seen a 40% increase in state-sponsored attacks on critical infrastructure, and the energy sector is high on that list.”
Miller: Energy investing is like pharma; tourists get their faces ripped off
“The energy is like pharma. If you're a tourist, you're probably going to get your face ripped off. And if you don't know a component piece of the energy ecosystem, or maybe the second and third layer of the onion, you can really miss something really bad.”
Morehead: Illiquid 7-10 Year Private Funds Are Flawed for Cyclical Sectors
“If you're in a seven to 10 year investment vehicle, and you don't know where the underlying market is going to be seven to 10 years from now, That's a real problem, because you could invest for seven to 10 years, and then by no fault of your own, or the manage…”
Visser: Tech makes up 41% of S&P 500 while energy and materials are 3% each
“The passive boom, when you look at the S&P, it's Right now, 18% technology without the F-A-A-M-G, but when you add Facebook, Apple, Amazon, Microsoft, Google as a separate group, that's about 23% of the S&P. 18% is technology, X those names, so you got about 4…”
Getty Trust overweights energy on strong fundamentals despite negative sentiment
“We have the overweights that I mentioned in China, and the other big overweight is in energy. And what we like about energy, and still do, is the fundamentals are really, really good, but the attitudes, the news reports, the emotions are not good, and that's r…”