energy
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Aug 29, 2025 by Nikunj Kothari · across every show →
Everything said about energy, oldest first
Aug 29, 2025 bearish
Kothari: AI energy demand will force increased fossil fuel extraction this decade
“I actually think the world gets worse in the near term because energy will become the fundamental limiter, which means we will frack more. We'll pull more from the ocean because nuclear fission and fusion will still take time to build. You can't build solar pa…”
May 4, 2026 bullish
Kamath predicts Indian 6-7% GDP growth will drive consumer and energy outperformance
“India's growing at, say, seven percent or six percent, it will continue to do so for a period of time. GDP per capita will go up, so consumer will do well energy will do well, energy consumption goes up as GDP per capita goes up, maybe above 5000 dollars.”