PG&E
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 10, 2026 by Sam Lessin · across every show →
Everything said about PG&E, oldest first
Jul 10, 2026 bearish
Lessin: AI labs can only survive by creating regional monopolies
“This is, the business is multiplying large numbers. It's globally liquid. There's no natural barrier to it. It's not even, energy is more barriers than this because it's hard to ship energy, not hard to ship multiplication output. Same, on top of that, there's…”