utility death spiral
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 18, 2025 by Shayle Kann · across every show →
Everything said about utility death spiral, oldest first
Sep 18, 2025 negative
Kann: The decade's predicted utility death spiral completely failed to materialize
“Surprise, surprise, it didn't happen, and I don't actually even think that is really worth talking about now, because it's definitely not happening these days, but the backdrop to that line of thinking was the concept that we were going to see this wave of dis…”