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
Everything said about Andy Lubbershane, oldest first
Mar 28, 2024
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…”
Mar 28, 2024 negative
May 30, 2024 bearish
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 …”