electricity generation

5 statements across 5 episodes · 1 bullish · 2 bearish · 5 people on the record · first statement Nov 9, 2023 by Shayle Kann · across every show →

Everything said about electricity generation, oldest first

Nov 9, 2023 neutral
Opinion
Kann: Distributed generation cannot fully solve grid generation turnover
“And I think the answer to that is, is yes. It's probably not a full-scale solution. We still need, the big picture reason why this is a challenge is that we're trying to turn over A massive fleet of electricity generation relatively quickly, because we're reti…”
Shayle Kann Nov 9, 2023 ▶ 26:45 Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more
Jun 6, 2024 bearish
Opinion
Baglino: Scaling electricity generation is more concerning than electrifying demand
“The demand side I'm less worried about than the generation side, I guess.”
Drew Baglino Jun 6, 2024 ▶ 10:00 Drew Baglino on Tesla’s Master Plan
Aug 2, 2024
Assertion Contradicted
Dell: Steelmaking emits more greenhouse gases than anything except electricity
“Making steel emits more greenhouse gases than anything else except making electricity.”
Rebecca Dell Aug 2, 2024 ▶ 4:23 Pathways to decarbonizing steel
Sep 24, 2024 negative
Insight
Johnson: Uniform national power pricing incentivizes building generation far from demand
“So a lot of countries around the world have the same price nationally, no matter where you are, which means people are incentivized then to locate in the place where they can get land or they can get a grid connection, which isn't necessarily the place where y…”
Charlotte Johnson Sep 24, 2024 ▶ 16:40 The state of connected DERs [partner content]
Oct 21, 2025 bullish
Prediction Open · timeframe Oct 2030
Sridhar: Carbon capture will scale before green hydrogen for power generation
“Carbon capture at scale, hands down, for electricity generation.”
K.R. Sridhar Oct 21, 2025 ▶ 21:48 Frontier Forum: The new power map for AI infrastructure
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