Dan Dreyfus

speaker

166 appearances 3 recordings 2 series first heard Jun 2026 last heard 12 Jun

Dan Dreyfus’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 — 3 in all, peaking in Jun 2026 with 3.

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There has been a structural and permanent perception shift where both sides of the aisle are going to be leaning into nuclear in a big way.

I'm massively optimistic.

You know, all of this leads me to just be maximum risk on.

Long time no see.

So today we're talking about talent energy.

But first, the anatomy of a power cycle.

So a power cycle typically goes like this.

In normal times, power demand grows about GDP.

So if GDP grows 2%, power demand grows 2.

If GDP grows 3, power demand goes 3.

And there's moments in time where we get technological breakthroughs.

And a lot of those technological breakthroughs are very power intensive.

So power demand spikes.

And once everybody adopts that technology, it trends back down to its on algorithm GDP growth.

And then you go through the efficiencies phase where we say, let's try to conserve and figure out ways to consume less power.

And then the cycle starts all over again.

So, you know, in history, the big technological boom that sent power demand skyrocketing was appliances and air conditioning.

Everybody had to get their kettles and the air con.

Then in the 70s and 80s and 90s, demand normalized again.

But then the 2000s were all about efficiencies.

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