Brian Janous
7 statements across 4 episodes · 3 bullish · 3 bearish · 2 people on the record · first statement Jul 18, 2024 by Christian Belady · said 7 times in 4 episodes since 2024 · across every show →
On the record as a speaker too: Brian Janous's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Christian Belady (4), Shayle Kann (3)
tap a year for its mentions
2026 2 mentions in 2 episodes 1 per episode
2025 1 mention in 1 episode
2024 4 mentions in 1 episode
Everything said about Brian Janous, oldest first
Jul 18, 2024
Belady: Microsoft Data Center Team Had No Dedicated Power Specialist in 2010
“When I was running the data center team back in 2010, 2011, we didn't even have a power guy. Right? It was a non-issue, and it took me a year to justify hiring a power guy, and that guy was, and I think you interviewed him, was Brian Janis.”
Dec 5, 2024 positive
Janous: Securing electric power creates a defensible competitive moat in AI.
“And so not to mention the fact that the ability to acquire and collect those electrons then in some ways creates a moat against other folks that would want to try to do the same thing. So the more electrons That you can get a hold of, especially in the AI worl…”
Dec 5, 2024 bullish
Janous: Compute demand will exceed available power supply through 2030.
“It's possible, though I suspect that given the, my fundamental belief is that the demand for compute, let's just say through twenty-thirty, will exceed the available power in the market. And therefore, the marginal value of the next watt or gigawatt, frankly, …”
Sep 12, 2025 bearish
Land constraints will keep on-site renewables a niche data center solution
“That's still going to be a relatively small percentage of the overall market because we can't put everything in West Texas, right? We still are going to have The tendency to want to be closer to major metros where that sort of land availability is going to be …”
Sep 12, 2025 bearish
Sep 3, 2026 negative
Janous: Taking data centers off-grid prevents broader electricity rates from decreasing
“It's fine micro, but I would even say, I mean, if you believe that a larger denominator is actually good for lowering electricity rates over time, it's actually negative in that you're taking that denominator off the grid.”