Chamath Palihapitiya
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Appearances Over Time
Podcast Appearances
behavior, which was pushing back on data centers and getting them canceled.
behavior, which was pushing back on data centers and getting them canceled.
We had about 25 projects total, of which 20 were just in Q2 alone.
We had about 25 projects total, of which 20 were just in Q2 alone.
There are 100 data center projects right now that are facing some form of local opposition.
There are 100 data center projects right now that are facing some form of local opposition.
So interesting.
So interesting.
If you take that 40% number and you apply this, and then you multiply it by the number of megawatts that they have announced, last year we lost almost five gigawatts
If you take that 40% number and you apply this, and then you multiply it by the number of megawatts that they have announced, last year we lost almost five gigawatts
in terms of canceled projects, this year coming in 26, we have about seven that could be canceled if you use this map.
in terms of canceled projects, this year coming in 26, we have about seven that could be canceled if you use this map.
If then you flow that through, OpenAI, Sarah Fryer said this, that every gigawatt for her, for OpenAI, is about 10 billion of revenue.
If then you flow that through, OpenAI, Sarah Fryer said this, that every gigawatt for her, for OpenAI, is about 10 billion of revenue.
So if you assume that that's roughly accurate, plus or minus a billion here or there, what that means is that 2025, the industry as a whole lost 50 billion of revenue
So if you assume that that's roughly accurate, plus or minus a billion here or there, what that means is that 2025, the industry as a whole lost 50 billion of revenue
And this year, if seven gigawatts gets canceled, it's about 70 billion.
And this year, if seven gigawatts gets canceled, it's about 70 billion.
Now you're talking about 130 billion of lost revenue over these two years that'll go forward in time.
Now you're talking about 130 billion of lost revenue over these two years that'll go forward in time.