behind the meter power

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 17, 2025 by Gil Luria · across every show →

Everything said about behind the meter power, oldest first

Nov 17, 2025 neutral
Assertion Supported
Luria: AI companies park diesel trucks behind the meter to power chips
“And then what these companies are doing is putting power, what they call behind the meter, which is to say generators and turbines and diesel trucks, because it's so lucrative that it's worth it for them to park 10 diesel trucks and run them so they can power …”
Gil Luria Nov 17, 2025 ▶ 56:55 AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
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