Chamath Palihapitiya

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.

that we miss out on.

that we miss out on.

I think that that's really bad.

I think that that's really bad.

We need to figure out a way to nip this in the bud.

We need to figure out a way to nip this in the bud.

I'll tease two.