technology
3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Feb 20, 2024 by Alfred Johnson · across every show →
Everything said about technology, oldest first
Feb 20, 2024 bullish
Johnson: Annual clean energy tax credit market will reach $100B by 2030
“And in the world where we're at a hundred billion dollar a year Annual tax credit market that is, you know, five years, six years advanced from where we sit today. I think that market will be a lot more standardized. I think technology will sit at the center o…”
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…”
Jan 8, 2026 neutral
Rountree: Great science is only valuable if it produces excess profit
“The only point of a startup or a business in general is to create profit margins above and beyond its cost of capital. And technology can be a very interesting means to that end, But it is only a means to that end. And just because your technology is mind-blow…”