Chamath Palihapitiya

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.

I'll tease two.

The first is an incredibly dear friend of mine, the axe of axes, Dan Loeb, who founded Third Point, who is an unbelievable investor in literally every domain, private credit, public equities, private tech,

The first is an incredibly dear friend of mine, the axe of axes, Dan Loeb, who founded Third Point, who is an unbelievable investor in literally every domain, private credit, public equities, private tech,

He's just a beast.

He's just a beast.

So he'll be doing a really important keynote.

So he'll be doing a really important keynote.

He has not done one of these public speaking slots in a very long time.