energy
4 statements across 3 episodes · 2 bullish · 2 bearish · 2 people on the record · first statement Feb 27, 2026 by Sam Lessin · across every show →
Everything said about energy, oldest first
Feb 27, 2026 bearish
Sam Lessin: AI models will commoditize and price at energy cost
“The, you know, the original narrative was someone would get to AGI and then that would be the end of the game is not how this is playing out. Everyone's gonna get to the same shit. It's all commodity. It's all getting a price to the cost of energy. And it's al…”
Mar 6, 2026 bearish
Mar 6, 2026 bullish
Morin: China will produce cheaper energy than the US across all metrics
“They're going to have access to lower cost energy. Like there there's like under no metric, whether it's number of solar panels, number of nuclear power plants, like they are going to have the cheaper energy based on how things are going right now.”