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

And we have companies with the greatest balance sheets in the history of business that are going all in on this uh you know technological uh paradigm shift underway.

And

With that, you can unlock a lot of you know infrastructure capital to make all of this happen.

Um, but you know, if you're gonna speculatively

you know, spend, you know, twenty million bucks kind of trying to build an AI factory.

You know, it's like shooting a B B gun at a grizzly bear.

You know, it's like not uh

know, you're not you're not you're not

Well yeah, at the at the twenty million dollar scale, you can get

Yeah, I mean, you know, the bottlenecks move around.

Uh you know, the bottlenecks for AI infrastructure builds kind of move around.

You know, you sort of had this moment of uh infinite demand for H one hundreds when they first launched.

And you know, I think Elon famously said that, you know, it was way easier to acquire illegal drugs than get an H one hundred.

Um and uh uh so so so

You know, it's it's it's rapidly shifted into energy and data center capacity.

And and what does it mean to actually build that stuff out?

Um, you know, high voltage transformers are definitely like a big bottleneck.

Um a lot of that capacity does get built in China.

Um, you know, they're uh it's a diverse enough supply chain that, you know, I'm not that worried about, you know, trade war kind of impacting uh high voltage transformers, but you know, they are kind of long lead time assets.

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