Elad Gil
speaker
6,339 appearances
58 recordings
1 series
first heard Sep 2024
last heard 10 Sep
Elad Gil’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 — 22 in all, peaking in May 2026 with 4.
Appearances
So as we were discussing earlier, energy is one of the most important markets for humanity or most important industries because it drives everything else and it drives the cost of everything from AI to the car you're driving to the pencil that you use to write, et cetera, because then input into everything.
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You know, projections that we were discussing earlier said that the demand for energy may be going from a 2% compounded annual growth rate a year to closer to 10%.
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And so the question is, how do we actually fill the supply side of that?
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Where does all this new production come from to make sure that those needs are met?
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Yeah.
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Um, A, do you think those projections are correct?
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And B, how do you think about how we solve for that?
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been driven by Chinese subsidies?
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Because I know the Chinese government subsidized a lot of very early solar production.
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It's been it's been driven by the demand curve takes over.
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It's been driven by the cap curve takes over.
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Yeah, it's been
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And I think uh Texas is now the biggest deployer of solar, is that correct?
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Solar and wind.
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And wind.
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And um it's interesting because I was looking at these cost curves or projections.
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And it looks like solar is now a couple of years ahead of where people thought it was from a deployment perspective.
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Do you know what percentage of the US market is now solar in terms of actual energy production?
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Um
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out to the sorry, go ahead.
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