Daniel Roberts

speaker

294 appearances 2 recordings 2 series first heard Mar 2026 last heard 23 Mar

Daniel Roberts’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 Mar 2026 with 2.

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You can build solar farms.

But if you build it in the desert and no one can use it, then what's the point?

So the whole opportunity for our industry is to go to the source of that power and monetize it.

We don't need to.

The utility does that on our behalf.

So this is why these grid connections are so scarce, so hard to get and so highly valued.

Because once you get that grid connection, the utility underwrites all of that variability.

They guarantee you 24-7 reliable power.

It's right up the end of the spectrum.

It's gangbusters.

We cannot meet demand.

That's why the whole industry now is around time to compute.

There are no idle GPUs in the world sitting in a data center.

Look, I think it's actually the opposite.

I think it feeds on itself.

So I'll give you one example.

You go into ChatGPT today and you generate an image.

You enter the prompt.

It's like the dial-up internet days.

It is.

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