AI growth

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 25, 2026 by Shayle Kann · across every show →

Everything said about AI growth, oldest first

Jun 25, 2026 bearish

Opinion

Kann: Power is the rate limiter to AI growth

“And understanding the multiple factors that drive failure of new transmission, I think, is key to understanding why power is, in my opinion, The rate limiter to AI growth, and why upward pressure on electricity prices will probably sustain for a while.”

Shayle Kann Jun 25, 2026 ▶ 0:30 How data centers are complicating transmission expansion

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AI growth

Everything said about AI growth, oldest first

Turn any episode into a week of clips.