Andy Lubbershane

3 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Mar 28, 2024 by Andy Lubershane · said 10 times in 4 episodes since 2023 · across every show →

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brought up most by Shayle Kann (9)

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2025 5 mentions in 1 episode
2024 4 mentions in 2 episodes 2 per episode
2023 1 mention in 1 episode

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Everything said about Andy Lubbershane, oldest first

Mar 28, 2024
Assertion Supported
Lubbershane: Modern hyperscale data centers require nuclear plant levels of electricity
“These data centers are enormous. I mean, they've gotten the scale in terms of power capacity, power demand requirements of modern data centers. You know, they've gone from tens of megawatts to hundreds of megawatts, and, you know, we've definitely even heard t…”
Andy Lubershane Mar 28, 2024 ▶ 11:47 The electricity gauntlet has arrived
Mar 28, 2024 negative
Assertion Not checkable as stated
Lubbershane: Data center developers cannot secure power despite high willingness to pay
“They're saying, like, we're desperate, we're willing to pay if you can deliver it to me next year, or in two years, and they're not even able to get it, in many cases, get power on those kind of timelines.”
Andy Lubershane Mar 28, 2024 ▶ 12:43 The electricity gauntlet has arrived
May 30, 2024 bearish
Opinion
Lubbershane: Battery electrification is not practically feasible for maritime cargo ships
“You can only imagine what kind of additional electric infrastructure would be required to power, you know, large cargo ships at a port and not just providing shore power while they're parked, but actually giving them enough energy to make a journey across the …”
Andy Lubershane May 30, 2024 ▶ 20:36 Heavy duty decarbonization
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