energy infrastructure
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 4, 2025 by Shanu Matthew · across every show →
Everything said about energy infrastructure, oldest first
Dec 4, 2025 neutral
Matthew: Tech and energy have a duration mismatch of years versus decades
“The, you know, magnitude and duration of the cycle is of the debate, but it introduces a duration mismatch where technology is often done on cycles that are, you know, one to two years, whereas energy is typically multi-year, even multi-decadal, depending on t…”