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 over the last 12 months — 2 in all, peaking in Mar 2026 with 2.

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So things are busy at the moment.

Look, for many of the industry it is, but for us, because we started eight years ago tying up all this land and power, it's not.

So we've got four and a half gigawatts.

For context, that's almost as much power annually as the Bay Area uses in its entirety.

Wow.

It's huge.

So for us, the hurdle or the constraint is really time to compute.

And that's emerging across the industry as well.

Yeah, exactly.

And this is the whole real

real world challenge to respond to these digital exponential demand curves that are unconstrained by the real world in terms of their appetite.

And it just compounds.

You need thousands of people out in these locations that haven't supported it.

You put stress on supply chains.

We're seeing what's happening with the memory, every aspect of it.

So it's just permanent whack-a-mole, permanent solving fires to try and bring online this compute.

Is there a prospecting town?

Yeah.

Pretty much.

I mean, the barbecue is great.

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