The Wisdom Wall

“if let's say Meta, for instance, finds a piece of, of land or a point on the grid where they can pull three gigawatts, Of power on one location. And then the next day, NVIDIA comes out with a chip that's twice as efficient. Is Meta going to build a 1.5 gigawatt data center? No. They're going to build a three gigawatt…”

“It's, it's fine micro, but I would even say, I mean, if you believe that a larger denominator is actually good for lowering electricity rates over time, it's actually negative in that you're taking that denominator off the grid.”

“the transmission line itself is a substitution for baseload power, because if you can move more power over more space, you are Reducing the need to have to generate that power on the other end of that congestion. So in that sense, transmission and generation are sort of substitutionary.”

“Uh, and so not to mention the fact that the ability to acquire, uh, and collect those electrons then in some ways creates a moat against other folks that would want to try to do the same thing. So the more electrons That you can get a hold of, especially in the AI world, uh, the more value you can create, because you…”

“the cost of the base infrastructure for my end product is actually really low. And when I say base infrastructure, I talk about land, you know, power, um, a data center shell, you know, those things are relatively inexpensive. In the grand scheme of operating, you know, my business. So I would be willing to pay a…”

“Having more data centers on the grid is good because they use power 8007 60 hours a year. So there's more cost recovery for more infrastructure in more hours if you have more data centers.”

“the problem we were going to have was going to be whether we would have enough power to support this technology that was moving at a pace that, as you know, moves way faster than the electric utility industry.”

“Because those training models are in and of themselves a big machine, and so you can't, and this is not my forte and my area of expertise around the actual architecture inside of a training model, but my understanding of sort of the constraints there is that you can't have a training model that exists across multiple…”

“I think the industry has tried to attack this with facts. And really miss the emotional resonance of, like, people just aren't happy about this stuff right now.”

“the problem we're trying to solve here is not that I need a 24 seven generation to match a 24 seven load. It's that I need to solve for The summer peaks and the winter system peaks, uh, in order to connect alone. That's what a utility does, and I think it's a, I, I think there's a misunderstanding that when you go to…”

“the value of a megawatt in twenty-twenty-seven is worth more than a value of a megawatt in twenty-thirty-two, because there's an assumption that by twenty-thirty-two, power will probably be more abundant, that will have sort of run through this cycle.”

“I think people have this sense of the cloud as really being this sort of ethereal thing, and applications can just move around, and if one data center goes down, then, well, you can just move everything to another data center. That's not really how it works. When someone's writing an application in the cloud, it's…”