Justin White
4 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Apr 9, 2025 by Justin White · across every show →
Everything said about Justin White, oldest first
Apr 9, 2025 negative
White: Regulated utility incentives mirror defense cost-plus contracts
“The incentive structure is, is, is interesting actually for these companies in that they are typically, typically financially incentivized to spend money, not to save money. So in defense, this is called cost plus in the utility world, it's called it's called …”
Apr 9, 2025 positive
Apr 9, 2025
White outlines Base Power's three-generation shift toward fully custom battery hardware
“Today we have basically three generations of hardware that we're either deploying or in process of deploying. And again, kind of back to the prior point we're iterating on hardware going more and more custom over time. So gen one has a bit of custom mixed in w…”