Chase Lochmiller

speaker

453 appearances 4 recordings 1 series first heard May 2025 last heard 17 Sep

Chase Lochmiller’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

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TBPN · Elon Musk Is Leaving Washington, Meta Partners With Anduril, Kim Jong Un's "Side Launch" Goes Sideways | Peter Rahal, John Andrew Entwistle, Ashlee Vance, Chase Lochmiller, Matan Grinberg, Jonny Dyer, David Hsu, Sushanth Raman, Rob Toews · 29 May 2025 podcast

Um but uh the the way it works, I mean it is uh it is a a a prop co, right?

So it's a property company that basically, you know, it's an LLC that ends up owning the

um the individual uh you know uh campus um or the individual buildings.

Um all of those buildings have an affiliated lease with them, um, with with with our customer, um, which is a long-term lease agreement.

Uh, you know, being able to partner with a large-scale investment grade customer is really what helps unlock a lot of the capital here.

Um, you know, when when people are talking about these very, very large

quantums of capital.

Credit is like the magic unlocked, right?

So so so when you have big long term offtake agreements with high credit quality customers, um, that's where you can really unlock these larger pools of capital and you know, we can put fifteen billion dollars to work uh in a

Uh in a positive capacity.

uh both uh a a project developer um as well as uh we we are a partner with blue all in the ownership of the entity.

Makes sense.

Our customer, you know, it's it's it's basically like we're the landlord.

Right.

We have a customer that is paying us a a a monthly rent for uh 15 years and, you know, we make money.

Uh that's in excess of, you know, sort of our debt service obligation.

Yeah, so uh so much of the bottleneck of scaling AI has boiled down to just lack of energy or lack of access to energy.

And uh, you know, Crusoe from its founding seven years ago has always taken this energy first approach to building computing infrastructure.

Instead of thinking about, you know, how do I build the next data center in Northern Virginia, we've always kind of thought about like where can we access low-cost, you know.

clean as much as we can uh and abundant energy uh to to power computing infrastructure.

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