Amazon

“So there is a future In my opinion, for those companies to get to not just net zero on a on a basis of using offsets or other things, but actually truly having zero carbon power”

“Avoided deforestation, for example, is like a classically cheap and conceptually compelling credit especially in, you know, say the Amazon that's I mean, basically impossible to prove the counterfactual because there's often significant amounts of leakage, and…”

“Amazon announced that they've got these three new data centers in Oregon that they're going to be, at least for the short term, powering with fuel cells from Bloom Energy, natural gas powered fuel cells. And part of that is because they just can't get connecte…”

“We had about 5000 square kilometers of deforestation in the Amazon last year, which is like 60% less than it was in the year 2021 and much less, like maybe a fifth of what it was or even less in the 19 nineties and in the early 2000.”

“And so there is, I think at this point, a point of coming to grips with the fact that those targets are probably not achievable in the time horizons that they had all set.”

“If, even if we continue to increase farm yields at the same rate they've increased throughout the Green Revolution we're gonna need another two India's worth of land, which essentially means, you know, gonna bye-bye Amazon and Congo rainforests, you know, very…”

“Every smaller distilled LLM that is power efficient doing inference is going to launch thousands of queries to bigger, more capable models that can actually reason their way through buying something on Amazon and reason. So it's almost like increasing the worl…”

“Like Amazon brought on 3.8 gigawatts in the last 12 months. So they're going to double their footprint in the next two years. Microsoft said they're going to double as well. And they brought on two gigawatts in the last 12 months.”

“Permissionless can effectively Put that to zero. Because two of the big components there are three of the big components are permitting labor and CAC. And so think about a buy online motion where a consumer is just going to Amazon and buying one of these and p…”

“The more that we see bills go up in the U.S., regardless of what the rules out there are, people are gonna go on Amazon, they're gonna start buying the stuff, they're gonna start plugging it in, and so I think this is coming one way or another, and it's really…”

“The bulk of these contracted loads, I think at the end of 25, we had like a 150 gigawatts the PPL, you know, in, in, in Pennsylvania. That's mostly Google and Amazon. They're the ones sort of scouting all of the utility markets and you know, putting deposits a…”

“Increasingly, you basically look at Amazon or Microsoft, how many gigawatts they're building every quarter? Half of that is going to either both of them combined, right? Open AI and Anthropic.”

“I don't think I wouldn't call Microsoft now the second. I probably would rank them fourth now. I think you've seen Amazon step up pretty dramatically, and you've seen them at the frontier of a bunch of, you know, unique type of deals.”

“It's actually becoming a pretty existential risk for NVIDIA because if they don't support the NeoClouds, they're at risk of basically seeing Google Amazon and others take tremendous market share on the silicon side, right? So you would see Tranium take, take m…”