Dan Kent
speaker
601 appearances
44 recordings
2 series
first heard Apr 2026
last heard 7 Sep
Dan Kent’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 44 in all, peaking in Aug 2026 with 14.
Appearances
The Canadian Investor · TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners · 15 Jun 2026
podcast
That's basically what's happening.
The problem is you can't just bring gigs online quickly.
You can't just, yeah.
Corning's been around a long time.
How many quarters in a row have investors just like jaw dropped the floor on CapEx guides for the hyperscalers when they just dropped their jaw on the floor three months ago on the last quarterly print?
Like for the last 10 years?
And the number always go, always go up, you know?
The promise and the idea of small modular reactors is a no-brainer on the surface.
You know, you can stand up...
you know, hundreds of megs quickly overnight and plug it in.
The problem is the plug it in part, the permitting part, the regulatory part.
If you put in four, one gigawatt reactors versus one tiny little SMR with just, you know, maybe 50 megs, for example, is the same kind of operating license, right?
that you require to operate a nuclear facility.
And, and it's like, it's like, here's, here's the technology.
And we're still like basically falling in line with the regulatory framework of building large scare, large scale, huge nukes.
And so that's one of the main problems with them so far.
But yeah,
The ability, hypothetically, to stand up that much reliable, stable baseload power is a no-brainer.
The promise of them is...
Like, of course, you would stand them up everywhere you possibly could.
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