Ed Elson
speaker
772 appearances
3 recordings
1 series
first heard Sep 2026
last heard yesterday
Ed Elson’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 3.
Appearances
A lot of people are equating this to nineteen ninety nine and there's real parallels here.
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Ordinary people um in my view will be the ones left holding the bat.
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I think there's gonna be a an AI slash data center bailout from Trump who's bet the entire economy on AI's uh or the valuations of AI to continue to be out over their skis.
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In many states, utilities are guaranteed a profit for building power plants, so if the demand never shows.
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It lands on everyone's power bell.
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The financing is circular.
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NVIDIA sells the chips and lends its customers the money to buy them.
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And so the same dollars keep flowing in between a handful of companies, making demand look bigger, artificially bigger than it is.
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In some the end here or the slowdown isn't likely one dramatic um bang.
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It's it's kind of a slow rolling thud similar to two thousand or two and to two thousand and two, where the weakest, most borrowed players fall first.
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Well, big tech survives.
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So this listener
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You're you're right about the crying baby and who'll end up holding sort of the over leveraged developers and the ratepayers, not the hyperscalers.
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But
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My understanding is you're working on grid upgrades in the Scottish Highlands.
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I I think it's interesting to be a in the center here in a specter.
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I would argue as it relates to
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Your job.
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I still think the demand is gonna be pretty substantial.
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And that your skills are going to be in pretty high demand for a while.
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Showing 421–440 of 772 · page 22 of 39
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