Texas

“In Texas, 80% of the market is deregulated. 20% of the market is still regulated.”

“Because look, in the great state of Texas, which is pretty low on order, there's real pushback on Flock.”

“Elon's building a ten billion dollar new solar manufacturing plant in Texas.”

“So I do think we are seeing these shifts, and these shifts are purely driven by regulation. They're not driven by, is Texas a better or worse place to live? I mean, it impacts things, right? But it's regulatory shifts driving people out.”

“Tesla, you know, does have kind of an in-app process to participate in these programs. They're started in Texas. They're working with Pacific Gas and Electric in California to participate in their VDAX pilot program, and so I believe it is kind of a streamline…”

“New York contributes more to the federal treasury, right, than Texas does.”

“Housing prices have gone three, three years in a row, housing prices and rents have gone down.”

“Texas approved a two hundred and eleven million dollar tax abatement package in June, To secure Ceronics investment at Brownsville, roughly 20 miles from Starbase”

“If you just look at the budget per person places like Texas and Florida spend about 5000 dollars per citizen on services, you know, if you divide the budget by the population, and then you look at New York City, it's close to 13,000 dollars, and you look at Ca…”

“If we had been there, we would have just discharged flat out, right, for those four days, and there you go.”

“We're building a lithium refinery in Texas with the goal of building 10 projects in the next 10 years.”

“In Texas, Where you're building the most data centers in the country, electricity costs are going down.”

“I don't think you'll see generalized solutions where there's just like autonomous trucks zigzagging like everywhere for a while, but I think what you'll see is some specific segments, mostly in Texas, where you'll see occasional autonomous trucks and some sc…”

“So as soon as all the states start banning the data centers will just go to space, to Iceland, to Texas, to wherever.”

“Like in Texas, we're short, 50,000 trades workers.”

“I think Texas will be first. I think California will eventually catch up.”

“One of the incredible things, like, as I talked about with Texas it's, it, Texas is one of the places that's super flexible. All you need is the permission of the landowner.”

“And I think the last really good year of battery pricing, for example, in Texas was probably around, like, twenty-twenty-three. And then it started to really drop in 24. And then, like, we saw it further in twenty-twenty-five.”

“And so we see cyclically in another couple of years, the prices will start to come back in ERCOT and people will start to make money again.”

“Senate bill six in Texas is kind of like an example of that, where if you're kind of 70 megawatts and over, you need to have the ability to curtail and other states are adopting like similar measures as well.”

“The ones that are the most flexible by far are the crypto data centers, and there's lots of them in Texas, and they're the ones that have, like, flexibility in terms of, well, if the prices are super high, ah, I don't need to curtail.”

“Leaving your house here, your main house and moving to Texas or Florida for a year or two with the intent of coming back, it doesn't qualify. If you do come back after a couple of years, the tax authorities here will say, look, you never sold your house. You n…”

“Texas is providing dramatically cheaper power that is cleaner than California.”

“One out of 10 children born in the United States, born in Texas.”

“More New York Stock Exchange companies in Texas than in New York or anywhere else.”

“Elon built his factory here, the Gigafactory, in under, like, 18 months.”

“And so I view it as a space that we can incrementally add more revenue and win in and add more customers, especially in the States that don't have our traditional sports betting product. I think it's a fantastic product for places like where we are now, Califo…”

“10 gigawatts of load that was expected to show up didn't show up. There is no formal demand response program, but it's a price signal, and so this is like maybe the most stark example that I've seen of load responding to price at that kind of scale.”

“Texas and Florida Do a better job for their population, collecting half as much in taxes per capita as California does and having no income tax or capital gains tax.”

“I don't think it's a race to the bottom, because after all, you have investors and others on the outside who are, Very discerning, and they decide, you know, after all, you know, what makes for a good company and what policies, ah, matter.”

“I think it's probably going to be a lot of red states you'll see. So my guess is you'll see something in Texas. You'll probably see something in Florida. Maybe you'll see something in New York.”

“California collects roughly double per capita what Texas and Florida do. So California collects about 10,319 dollars per taxpayer, whereas Texas 5469, Florida 4914.”

“The pipeline of large load interconnection requests in ERCOT in Texas was, what, 40, forty-ish, 42 gigawatts as of January of twenty-twenty-four. So two years ago, it went from forty-ish, 42 gigawatts to 226 gigawatts as of November of 25”

“I don't think that Texas is actually going to be building 226 gigawatts of just large load in the coming, let's say, seven to eight years.”

“ERCOT says, you know what, we could go from, like, a little under 500 Terawatt hours in 2024 to like a thousand by 20 30, right? So let's call it, you know, up a 110% in that time period. The transmission service providers on the other hand are like, sorry …”

“The true number is, Either somewhere in between or much closer to ERCOT's figure. I mean, ERCOT has the reason for demand, supply balancing, and upkeep, and everything else to get it really, really accurate in energy terms. But the transmission service prov…”

“All the people that are tired of living in a nanny state, being told we're going to get rid of your internal combustion engine and replace it with an electric car and all that kind of stuff, they're just going to, they're going to self-segregate. They're going…”

“There were Ridiculous amount of Texas rains this year, and so that put back, like, a ton of these data center projects by, like, almost a quarter or more, because they literally just couldn't build them.”

“And I wouldn't be sitting here with you, Cody, if I had started my business on the coasts, I wouldn't because I needed that support and that love. And this state really gave me my wings to fly.”

“Texas is about 20% right now in the fuel mix.”

“I think the highly energy intense workloads will converge around the low cost electricity places. You'll see a lot of that go to the Gulf. You'll see a lot of that go to Texas. And you're seeing that now, right, with Stargate and Abilene and all the big produc…”

“We are deploying megawatts in Texas very quickly like on the order of 20 megawatts a month.”

“Her son, Ned, revealed years later that during the 19 oh seven panic, Hetty had loaned over six million in Texas alone in addition to her New York loans. She single-handedly kept several banks from failing, prevented numerous businesses from going under, and h…”

“Samsung built a fab in Texas, and they had to change the design of a fab because they had local fire ordinance. And the U.S. Government worked for years to get deployment of billions of dollars in taxes, and a local fire ordinance set them back eight months, 1…”

“In Texas we were able to pass energy waste reduction legislation earlier this year, and that requires state agencies to really work together to get the most out of demand flexibility and demand response programs.”

“So this has happened in Texas, ERCOT, and it's happening in PJM which is the main, you know, the sort of northeast kind of area-ish. These two grids are putting these, like, rules where, hey, we're gonna actually say, hey, big loads, we can tell you, 24 hours …”

“We expect we will have hundreds of schools in Texas, this Texas sports academy next year, a billion dollars of vouchers are coming.”

“Florida, Texas, Tennessee, Phoenix, some Nevada. It's just opportunities are, you can buy a heck of a lot more for your dollar. You know, the cost per units are like 50,000 a unit versus 500,000 a unit.”

“I think it's super entertaining that, you know, Waymo, which is you know, owned by Google, self-driving cars, it's very much a Bay Area company. But the place where they're doing the best and where they're going to have a massive business is Texas.”

“If you look at it in a place like Texas, for instance, where the average price for electricity on any given day is actually pretty low. Like the real time price may be sitting around 20 dollars a megawatt hour. So you go off grid in Texas and you're paying som…”

“The only argument, you know, you ever had for building something like a baseload generator in Texas is that sometimes the price would go to 5000 or 9000 dollars a megawatt hour, but with the massive amounts of solar and storage coming out of the grid, which yo…”

“We just had the flood in Texas this last weekend that claimed many lives as a result of unpredicted water flooding, 29 feet and upward in a matter of two hours, which Is just unprecedented.”

“Some people that were misinformed about what cloud seeding is, that believed it to be chemtrails made threats against. Me, my company, et cetera.”

“Atmo now operates the most advanced wind forecasting model in Texas. Now today we're doing it primarily for hedge funds.”

“There are days where the wind power production in Texas is as much as 45% of daily output across Texas.”

“Texas is roughly five percent solar”

“There's a bunch of states that are very nuclear friendly that we've been talking to. So you know, Utah, Texas, Wyoming, Washington are all really good candidates.”

“So Aurora, a company headquartered in California, but of course, you know, in, in modern regulatory environment, Where are we driving our first, you know, heavy duty trucks? Texas, right?”

“Wind and solar go on vacation. They're 35% of the capacity in Texas, eight percent of the delivered power at peak demand.”

“In Arizona and Texas, we will, in the next four years, probably produce about half a trillion dollars worth of AI supercomputers.”