cheap energy

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 3, 2026 by Sam Lessin · across every show →

Everything said about cheap energy, oldest first

Apr 3, 2026 bearish
Prediction Not checkable as stated
Sam Lessin: AI models are indefensible commodities won by cheap energy
“It's like whoever has cheap energy eventually wins as a commodity business with no defensibility.”
Sam Lessin Apr 3, 2026 ▶ 34:12 OpenAI's $852 Billion Valuation Makes Zero Sense (ClawCon Tokyo, Anthropic's Leak, Goodbye Internet)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 150 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.