engineering

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 11, 2025 by Alex Modon · across every show →

Everything said about engineering, oldest first

Dec 11, 2025 neutral

Assertion Supported

Modon: Most projects reach final investment decision with 30% engineering complete

“In the vast majority of projects, when you go to final investment decision and you have plus or -10% estimates, you're only maybe 30% of the way through your engineering. 70%, you still have to go do.”

Alex Modon Dec 11, 2025 ▶ 16:04 Can AI revolutionize EPC?

Dec 11, 2025 negative

Insight

Modon: High engineering costs force projects into single-pass local optima

“Because again, such a high marginal cost to engineering, what you end up doing is you only really design something one pass through. There's no sort of iteration. There's no optimization of design. And that leads you to a spot where you kind of make early deci…”

Alex Modon Dec 11, 2025 ▶ 17:15 Can AI revolutionize EPC?

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engineering

Everything said about engineering, oldest first

Turn any episode into a week of clips.