Ed Elson

What is the correct policy response here?

When we think about the data center build-out, and we think about the fact that they are becoming so unpopular, and that, I mean, everyone knows what a data center is at this point.

They probably didn't two years ago.

We're now seeing proposals for data center moratoriums, just get rid of them altogether.

And then on the other side,

You have an administration which, in my view, has made a policy of having no policy, really.

I mean, there was an executive order to eliminate all forms of state-level AI legislation, which to me is basically them saying, like, we don't want any regulation.

We just want the markets to completely...

do their thing, no regulation whatsoever.

To me, neither seems like the right move, but I'd be interested to hear both of your perspectives on what is the right move from a policy perspective.

Jigar, I'll start with you, considering you recently worked in government.

Yes, many data centers, which may hopefully make us less reliant on a handful of companies to build all the data centers that we need.

I mean, it seems as though literally four companies are going to build the giant robot boxes.

They're going to power our AI.

What if you could build smaller robots that other people and other companies could own and profit from?

Jigar Shah, former director of the Learn Programs Office at the U.S.

Department of Energy.

John Perella, CEO at Terraflow Energy.

John, Jigar, I appreciate your time.

Thank you.