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
50% of the capacity is used throughout the year because they have to build enough capacity for the peak days, like the hottest day in summer, the coldest day in winter.
Those are your peak days.
And they don't want to commit to a bunch of the capacity being used.
And then you find out that you have a really cold day in winter and people can't get enough heat for their homes.
So they can't, like, overcommit to, you know, to, say, contracts or data centers, things like that.
But if you could, again, just, like, if you could shed that, like, 40 hours a year of peak load to backup, then you would be able to free up 80 gigawatts, which is a lot.
And that would definitely get us through the next, you know, two or three years until the gas turbine bottleneck's been alleviated, and then eventually you get to nuclear.
So that would be very good.
I think the issue there is just there's a whole bunch of insane regulations preventing, you know, load shedding.
So like, for example, you can't use diesel.
And this, you know, Chris Wright is the Secretary of Energy, is very good at all this stuff.
And I think he's working on unraveling all of this so we could actually do this.
Yeah.
Well, I mean, the Europeans, I mean, they have a really different mindset for all this stuff.
When they talk about AI leadership, what they mean is that they're taking the lead in defining the regulations.
You know, it's like, that's what they're proud of is that, like, they think that's what their comparative advantage is, is that, you know, they get together in Brussels and figure out what all the rules should be.
And that's what they call leadership.
Well, it's what Ronald Reagan had a line about this, which is if it moves, tax it.
If it keeps moving, regulate it.
If it stops moving, subsidize it.
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