Power Markets

topic on 2 shows · 3 statements across 3 episodes

Catalyst 20VC

3 statements about Power Markets, every show

CATALYST Opinion
Kimber: Reputable crypto players are among the smartest in the power market
“All of our interactions with the crypto folks almost universally, I'd say that the reputable players in the space are some of the smartest and most creative people I've found in the power market.”
Sheldon Kimber Feb 13, 2025 ▶ 33:35 The case for colocating data centers and generation
CATALYST Prediction Not checkable as stated
Janous: Compute demand will exceed available power supply through 2030.
“It's possible, though I suspect that given the, my fundamental belief is that the demand for compute, let's just say through twenty-thirty, will exceed the available power in the market. And therefore, the marginal value of the next watt or gigawatt, frankly, …”
Brian Janous Dec 5, 2024 ▶ 23:47 Explaining the 'Watt-Bit Spread'
20VC Opinion
Schroepfer: Power markets are experiencing major disruption and startup opportunity
“I see a lot of disruption happening in, in the power markets, and so I'm really excited about this, because disruption means there's a shakeup, and there's opportunities for, like, market changes and entrance, and, like, That's what you need to have a viable c…”
Mike Schroepfer May 29, 2024 ▶ 24:56 Mike Schroepfer: Former Meta CTO on "Why The Best Leaders are Like Music Conductors" | E1158 · 20VC with Harry Stebbings

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