infrastructure

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Mar 17, 2022 by Dave Schroeder · across every show →

Everything said about infrastructure, oldest first

Mar 17, 2022 positive

Opinion

Schroeder: Fast charging infrastructure matters more for long trips than extra range

“I think you have to have you have to have fast charging capability and the infrastructure for that to really enable the, you know, longer trip to go visit family, coast to coast sort of travel. To have those things happen, you need more than just a couple hund…”

Dave Schroeder Mar 17, 2022 ▶ 9:16 When will batteries take over the world?

Jul 14, 2022 neutral

Insight

Jacobs: Capital Markets Cannot Catalyze Underdeveloped Infrastructure Markets

“When you have an underdeveloped market, the capital markets are unlikely to be the catalyst for that market to develop. You really need to see customer demand first and foremost that is solid. You need to have products that have product market fit, as you well…”

Scott Jacobs Jul 14, 2022 ▶ 10:15 Crossing the valley of death

Dec 5, 2024 bearish

Prediction Not checkable as stated

Janous: Building simultaneous remote gigawatt data centers will cause severe labor delays.

“But if all, if too many people try to do that all at once, you're going to create a labor problem and you're going to have significant delays in getting a lot of this infrastructure stood up.”

Brian Janous Dec 5, 2024 ▶ 11:18 Explaining the 'Watt-Bit Spread'

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infrastructure

Everything said about infrastructure, oldest first

Turn any episode into a week of clips.