energy

5 statements across 4 episodes · 4 bullish · 1 bearish · 4 people on the record · first statement Apr 3, 2026 by Liam Fedus · across every show →

Everything said about energy, oldest first

Apr 3, 2026 bullish
Prediction Not checkable as stated
Fedus: AI Matter Synthesis Will Profoundly Impact Semiconductors, Aerospace, and Energy
“As you're pointing out, you're going from systems that aren't just writing essays, not just writing software, but to literally generating matter. And I think it has pretty profound implications to semiconductors, airspace, energy.”
Liam Fedus Apr 3, 2026 ▶ 16:18 AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus
Aug 6, 2026 negative
Opinion
Gil: Heavy Regulation Would Stall Tech Momentum Like Biotech and Energy
“And the reason tech has been so successful so quickly and has had so much human impact is because it's been lightly regulated. And I think it's better to keep it that way than not, and we'll lose optimism, we'll lose momentum, we'll lose progress, and that's w…”
Elad Gil Aug 6, 2026 ▶ 38:43 Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, & Regulatory Capture
Aug 15, 2026 bullish
Prediction Not checkable as stated
Taylor: AI and robotics will make energy the sole cost of goods
“When we figure out AI and robotics that allows us to do semi-autonomous manufacturing, energy will become the cost of all things, right? The cost of buying a thing will become the cost of energy used to make it.”
Isaiah Taylor Aug 15, 2026 ▶ 1:00:26 How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor
Aug 15, 2026 bullish
Prediction Open · timeframe Aug 2031
Taylor: Nuclear Fission Will Make Energy 1,000 Times Cheaper
“I know that nuclear fission will make energy a thousand times cheaper than it is today. Somebody will do that.”
Isaiah Taylor Aug 15, 2026 ▶ 55:12 How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor
Sep 3, 2026 positive
Opinion
Haas rejects claims that automated data centers fail to create jobs
“People look at data centers and say, oh, it's a big Costco box, and there's two parking, two cars in the parking lot, and all of that is being driven automatically, so there's no jobs. I call BS on that because if you think about whether it's around energy, Li…”
Rene Haas Sep 3, 2026 ▶ 28:30 Redefining Chip Architecture with Arm CEO Rene Haas
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