Texas
4 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Sep 25, 2025 by Joe Liemandt · said 29 times in 8 episodes since 2023 · across every show →
Mentions by year
brought up most by Zach Dell (10), Sarah Guo (4), Joe Liemandt (4), Alex Graveley (4), Felix Ejeckam (2), Elad Gil (2), Mark Papermaster (1), Luis von Ahn (1)
tap a year for its mentions
2026 5 mentions in 2 episodes 3 per episode
2025 17 mentions in 3 episodes 6 per episode
2024 3 mentions in 2 episodes 2 per episode
Everything said about Texas, oldest first
Sep 25, 2025 bullish
Oct 15, 2025 neutral
Oct 15, 2025 bullish
Dell: AI workloads will concentrate heavily in Texas and the Gulf
“I think the highly energy intense workloads will converge around the low cost electricity places. You'll see a lot of that go to the Gulf. You'll see a lot of that go to Texas. And you're seeing that now, right, with Stargate and Abilene and all the big produc…”
Aug 6, 2026 negative
Gil: Tech migration to Texas is driven purely by California regulation
“So I do think we are seeing these shifts, and these shifts are purely driven by regulation. They're not driven by, is Texas a better or worse place to live? I mean, it impacts things, right? But it's regulatory shifts driving people out.”