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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 3.
Appearances
It's a good speculation, and we can chat.
We need AI and we need to figure this out.
And so there's different ways to skin a cat here, right?
My personal view is during peak hours, right?
If you go drive down a highway at four in the morning, you know, you would sit there and say, why do we have all this highway capacity?
This is crazy.
But then you go on that same highway at rush hour, you're like, oh, we don't have enough highway capacity.
There's not enough lanes.
Power is the same thing, it's only a few hours a day where you really stress the system.
And so I think the working solution to get around this regulatory issue is you do the PPAs with the data centers, you force the data centers to throw a ton of battery behind it and some peakers just to get through that really intense period and then
That's a good Band-Aid solution until we build more power.
So there's ways to do this.
Human ingenuity is gonna win here.
We're gonna get our data centers and consumer power bills are gonna be, I think, relatively under control.
They're gonna go up, but they're gonna be under control.
It's the latter, and that's why I gave three scenarios, right?
The $50 a share of earnings per share, again, high $300 stock, right?
$50 a share of earnings, nothing has to happen.
You just sit.
And then you double your money.
Showing 121–140 of 166 · page 7 of 9
← Previous
Next →