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Susan Su

6 statements across 1 episodes · 1 bullish · 3 bearish · 1 people on the record · first statement May 6, 2026 by Susan Su · across every show →

On the record as a speaker too: Susan Su's record, appearances and statements → this page counts the times other people say the name.

Everything said about Susan Su, oldest first

May 6, 2026 bearish
Prediction Not checkable as stated
Su: The next two years will be a brutal filtering process
“The next year and a half to two years, 18 to 24 months, is just going to be a brutal filtering process. Environment.”
Susan Su May 6, 2026 ▶ 38:32 The $6 trillion threat to climate tech finance
May 6, 2026 negative
Assertion Partly supported
Su: Captive coal plants supply 60% of energy for Chinese solar manufacturing
“So it's kind of like you know, behind the meter for coal for a solar facility. So it's accounting for, I've seen some estimates, accounting for 60% of the energy used to produce these solar panels.”
Susan Su May 6, 2026 ▶ 33:10 The $6 trillion threat to climate tech finance
May 6, 2026
Insight
Su: Climate founders must extend runway to three years to survive
“Gosh, honestly, even if you're just an individual, extend runway. Be default alive by any means necessary, however you can and extend runway to three years if possible.”
Susan Su May 6, 2026 ▶ 38:21 The $6 trillion threat to climate tech finance
May 6, 2026 positive
Opinion
Su: Understanding geopolitics should be a core requirement for all investors
“I think it should be everybody's job as an investor. So, so that would be the first thing is I consider it to be kind of one of the top bullet points in the job description”
Susan Su May 6, 2026 ▶ 4:14 The $6 trillion threat to climate tech finance
May 6, 2026 bearish
Insight
Su: Energy history consists of additions, not replacements of fossil fuels
“In all of history, we've never really had a true energy transition. We've just had energy additions, and the president of the S&P, and also awesome fossil fuel historian and energy thinker, Daniel Yergin, Says this a lot, right? Like we've only ever had additi…”
Susan Su May 6, 2026 ▶ 29:50 The $6 trillion threat to climate tech finance
May 6, 2026 neutral
Assertion Partly supported
Su: 85% to 88% of solar hardware is produced in China
“Most of you know, 85 or 88% of the world's solar hardware gets made in China. We know that. Most of that is being made in Xinjiang.”
Susan Su May 6, 2026 ▶ 32:25 The $6 trillion threat to climate tech finance
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