energy providers
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 10, 2025 by Chamath Palihapitiya · across every show →
Everything said about energy providers, oldest first
Oct 10, 2025 bullish
Chamath: Energy providers will demand equity stakes in AI companies as power becomes the key constraint
“Energy will be the gating item beyond a shadow of a doubt. And so if you control electrons, any form of electrons, hydrocarbon to electron, electron to electron, photon to electron, doesn't matter. You will then be in a position to start asking for equity, ups…”