Turbines

topic on 5 shows · 7 statements across 7 episodes

No Priors Sourcery Catalyst the Green Blueprint All-In

7 statements about Turbines, every show

ALL-IN Assertion Partly supported
Baker: Data centers are repurposing private jet engines for power
“Residuals for private jets are, like, extremely strong these days. And a big part of the reason is people are taking jet engines off old planes and repurposing them as turbines to power data centers.”
Gavin Baker Aug 13, 2026 ▶ 18:07 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
GREEN BLUEPRINT Assertion Supported
Hickenlooper: Power turbine procurement lead times are four to six years
“It takes, it's four to six years to get a turbine from GE or whoever manufactures the turbines but four to six years to get one, that's a long time to wait when you're trying to ramp up capacity in, in the short term.”
John Hickenlooper Aug 27, 2025 ▶ 19:29 John Hickenlooper’s optimism in the face of opposition
NO PRIORS Assertion Supported
Patel: GE turbines face a 4-to-8 year backlog
“Now there's an eight-year backlog or whatever, four-year backlog for GE's turbines.”
Dylan Patel Aug 14, 2025 ▶ 31:41 No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
SOURCERY Prediction Held up
Nolan: Turbines will likely be the bottleneck for expanding natural gas power
“Turbines will be the bottleneck most likely.”
Scott Nolan Jul 30, 2025 ▶ 23:35 Peter Thiel’s $50M Bet on U.S. Uranium Enrichment, General Matter · Sourcery with Molly O'Shea
CATALYST Assertion Supported
Waters: Natural gas turbines ordered today have lead times until 2030
“You know, turbines today for natural gas, you know, if you place an order today, it's, you're not going to see that until, let's say, twenty-thirty.”
Jeff Waters Apr 23, 2025 ▶ 5:43 What’s next for the battery storage boom? [partner content]
GREEN BLUEPRINT Prediction Not checkable as stated
Hamilton: Gas Turbine Shortage Will Impede Trump Administration's Gas Plans
“There's like a shortage of turbines anyway, so it's going to be really hard to get some of those, no matter what kind of policies you put in place, it's going to be hard to implement some of what the Trump administration wants to do”
Katherine Hamilton Feb 19, 2025 ▶ 34:18 Open Circuit: Jigar, Katherine, and Stephen are back
GREEN BLUEPRINT Prediction Open · timeframe Sep 2028
Floating offshore wind will scale commercially and achieve further cost reductions
“Projects are becoming bigger, and we will see floating wind, floating offshore wind becoming commercially much more scaled, much larger than we see in the moment. And that will we see further cost reduction, I'm sure because of the scale and larger projects, l…”
Jan Matthiessen Sep 7, 2023 ▶ 12:32 Inflation headwinds for offshore wind

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