power markets

also referred to as: power market

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 5, 2024 by Brian Janous · across every show →

Everything said about power markets, oldest first

Dec 5, 2024 bullish
Prediction Not checkable as stated
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, …”
Brian Janous Dec 5, 2024 ▶ 23:47 Explaining the 'Watt-Bit Spread'
Feb 13, 2025 positive
Opinion
Kimber: Reputable crypto players are among the smartest in the power market
“All of our interactions with the crypto folks almost universally, I'd say that the reputable players in the space are some of the smartest and most creative people I've found in the power market.”
Sheldon Kimber Feb 13, 2025 ▶ 33:35 The case for colocating data centers and generation
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.