David Sacks
speaker
690 appearances
1 recordings
1 series
first heard Jul 2026
last heard 16 Jul
David Sacks’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 — 1 in all, peaking in Jul 2026 with 1.
Appearances
Yeah, I mean, well, so, I mean, there are definitely people who are much more knowledgeable about energy than I am and are experts in the space.
But here's what I've been able to kind of divine is, so first of all, the administration, President Trump has signed multiple executive orders to
to allow for nuclear, to make permitting easier.
We've even freed up federal land for data centers to hopefully try and help get around some of these state and local restrictions.
And obviously, the president has made it a lot easier to stand up new energy projects, power generation, all that kind of stuff.
I still think, though, that we have a growing NIMBY problem at the state and local level.
In the U.S., that is becoming a little bit worrisome.
And if we don't figure out a way to address it, then it could really slow down the build-out of this infrastructure.
In terms of power, so my understanding is that nuclear is going to take five or ten years.
It's just not something that we're going to be able to do in the next two or three years.
So in the short term, it really means that gas is the way that these data centers are going to get powered.
And the issue with gas is the shortage there is not, I mean, America has plenty of natural gas and there's, it exists in plenty of, in enough red states where you could just build out data centers like close to the source, which would be smart.
The issue is there's like a shortage of these gas turbines.
You know, there's only like two or three companies that make these things.
And like, there's like a backlog of two or three years.
So I think that's probably the immediate problem there that needs to get solved.
However, I do think that in the next two or three years, we could get a lot more out of the grid.
So I've had energy executives tell me that if we could just shed 40 hours a year of peak load from the grid to backup generators, to diesel, things like that, you could free up an additional 80 gigawatts of power, which is a lot.
Because I guess the way that it works is...
is the grid is only used about 50%.
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