Everything K.R. Shridhar said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Shridhar: Government Equity Stakes in AI Companies Stifle Startup Competition
“The only thing regulation can do, in my opinion, is stop that innovative culture. So if the government took Major equity shares in a company, and because of that provided unfair access for those companies to its products and its people. By definition, they're …”
Shridhar: AI Growth Will Maintain Long-Term Trajectory Despite Market Corrections
“Anything going at that speed, will it have bumps along the road? Will it have pauses along the way? Most probably, yes. You know, we don't know of anything else in human history of this scale and this magnitude, but it is the trajectory. Is the normal course a…”
Shridhar: AI Demand Will Drive Global Electricity Abundance Within 20 Years
“So I'm super optimistic that if we look back 20 years from now, we will say AI was the best thing that happened because of which electricity abundance happened to everybody on the planet. AI is just a catalyst, a stepping stone, and a, and an accelerator.”
Tens of Gigawatts of Bloom Generation Requires <10% of Electronics Supply Chain
“So even at the tens of gigawatts, we will be single digit percentages Of the total supply chain that already exists to make other devices of similar nature.”
Shridhar: Horizontal Drilling Is the Most Underrated Energy Transition Sector
“I think the people who created horizontal drilling and figured out how to extract more gas and more oil in a clear way as a bridge to the future, ah, that entire sector is underrated.”
Shridhar: Electricity Is the Key Factor Enabling the AI Revolution
“Any revolution, and I would call AI. Absolutely a revolution. It's almost a hockey stick on a hockey stick. Clearly, electricity becomes the key factor.”
Shridhar: Throttling Energy Infrastructure via Regulation Severely Damages Regional Competitiveness
“Being left behind because a particular country, a particular geography throttled it, when somebody moved at breakneck speed becomes a real detriment to the region that throttled it.”
Shridhar: US Top 20 Companies Turnover Every Decade, Unlike the EU
“The top 20 most important companies That list changes every 10 years in the US. It's so unlike the EU where practically new companies have rarely come up, come on and displaced existing old, old companies.”
Shridhar: Single Large Tech Monopolies Like Microsoft and Google Are Fading
“I see the world more and more being not monopolized by single large companies. You know, Microsoft used to be considered a monopoly and everybody was afraid of it. No longer. Google was considered to be the monopoly. No longer.”
Shridhar: Bloom Energy Deploys Power Faster Than Data Center Construction Timelines
“We can stand up that power faster than they can build a data center.”
Shridhar: Natural Gas Is the Cleanest Available Fuel Molecule for Immediate Needs
“America is endowed with unbelievable amounts of natural gas, which is the best available option molecule, even though it has a carbon footprint. It is the cleanest, the smallest carbon footprint molecule available.”
Shridhar: Energy Sovereignty Is Second Only to Food in Global Importance
“I think of all the supply chains in the world we pretty much know how to grow food wherever we are. So next to, after food, it's energy sovereignty, period.”
Shridhar: Space-Based Solar Power for Data Centers Is Currently Impractical
“You can squeeze water out of a rock, but why? There are better ways to do that right now on Earth.”
Shridhar: Bloom Energy Capacity Will Exceed Two Gigawatts by Year-End
“We'll be over two gigawatts, Yes, we said that publicly”
Shridhar: No Country Is Economically Rich Without Energy Abundance
“There is no energy poor country that's economically rich.”
Shridhar: Global Electricity Is a $5.5T Market; Bloom Energy Did $2B
“Electricity in the world is a five and a half trillion dollar market. Last year, our revenues were two billion.”
Bloom Energy's 2001 Kleiner Perkins Pitch Proposed Off-Grid Data Centers
“So if you look at my 2001 PowerPoint presentation, which was the pitch to Kleiner Perkins, who was my first investor, John Doerr, the summary page puts out a data center, it puts out a bloom box, powering the data center, the waste heat providing the cooling f…”
Shridhar: Greenfield Data Center Construction Takes a Minimum of 12-18 Months
“So it takes 12 to 18 months minimum to build something like that.”
Shridhar: Almost All Technology Infrastructure Eventually Shifts to the Edge
“Almost everything in technology ultimately moves to the edge closer to where people are.”
Bloom Energy Delivered 50+ Megawatts of Power to Oracle in 55 Days
“We signed a contract with them that 90 days from the day we signed the contract, we would do 50 plus megawatts, which is an unbelievable speed. We delivered that in 55 days instead of 90 days.”
Shridhar: AI Data Centers Evaluate Power on Value Creation, Not Cost
“It is the primary input to manufacturing intelligence. At the end of the day, when you look at it end to end, it's neither price nor cost, it's value.”
Shridhar: Distributed Edge Power Will Dramatically Alter City Planning and Migration
“This is a huge concept, the idea of distributed power coming to the edge. Is a concept that's going to change dramatically city planning, access, the need for people to move from an accessible area to a, you know, metropolitan city just so their next generatio…”
Shridhar Did Not Understand EBITDA When Founding Bloom Energy
“When I started the company, if you had given me, if you had said P and L EBITDA, all those, you know, financial terms, I wouldn't even know what that meant.”
Bloom Energy's First Manufactured Fuel Cells Failed Spectacularly in the Field
“So here we build the next 10, the next 20. They're all going out in the field and failing spectacularly.”