electricity production

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 22, 2025 by Dan Sundheim · across every show →

Everything said about electricity production, oldest first

Oct 22, 2025 bullish

Insight

Sundheim: Electricity is the AI bottleneck, making power enablers good investments

“Ultimately, the bottleneck is going to be electricity, and so companies that enable electricity production, assuming they have some moats, are going to be good investments.”

Dan Sundheim Oct 22, 2025 ▶ 1:07:14 Dan Sundheim of D1 Capital on the art of public market investing

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electricity production

Everything said about electricity production, oldest first

Turn any episode into a week of clips.