California

5 statements across 3 episodes · 2 bullish · 3 bearish · 3 people on the record · first statement Apr 4, 2024 by Bill Gurley · said 44 times in 12 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (18), Bill Gurley (13), Maureen Zawalnik (10), Sam Altman (1), Gavin Newsom (1), Andrew Fox (1)

tap a year for its mentions
00203406202420252026episodesmentions
036202420252026episodes it came up in
003366202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 9 mentions in 5 episodes 2 per episode
2024 34 mentions in 6 episodes 6 per episode

every mention, scene by scene, with the transcript →

Everything said about California, oldest first

Apr 4, 2024 positive
Assertion Not checkable as stated
Gurley: Renewable Energy Projects Succeed More in Texas Than California
“Another article that I want to link to shows that, that renewable projects are way more successful in Texas than California, which is the ultimate irony, right?”
Bill Gurley Apr 4, 2024 ▶ 44:00 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
Sep 9, 2024 positive
Assertion Partly supported
Gerstner: Diablo Canyon produces ~9% of California's energy at 6¢/kWh
“It cost sixteen billion dollars to build both reactors. It went online in 1985. It's the state's single largest power station. It generates about eight to nine percent of total energy, about 20% of all the renewable energy in the state, at a cost of about six …”
Brad Gerstner Sep 9, 2024 ▶ 4:33 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Sep 9, 2024 negative
Assertion Open · timeframe Sep 2029
Gerstner: Decommissioning Diablo Canyon causes California to import more coal power
“Ironically, right, if you decommission Diablo, you know what the state does? It imports more coal-produced power.”
Brad Gerstner Sep 9, 2024 ▶ 1:12:29 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Sep 9, 2024 bearish
Opinion
Zawalick: California renewable projects failed to match replacement expectations for Diablo
“This, the projects to replace, the renewable projects to replace Diablo have not made the progress that I think the state thought it would back in 2015, 20 16.”
Maureen Zawalnik Sep 9, 2024 ▶ 7:35 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jan 11, 2025 negative
Assertion Partly supported
Gerstner: Newsom has not signed Diablo Canyon extension past 2029
“Gavin Newsom still has not signed the extension for Diablo Canyon beyond 2029. It's insane. We have to make that happen this year. It's 10% of California's green, clean power.”
Brad Gerstner Jan 11, 2025 ▶ 41:08 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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