Gavin Baker
speaker
289 appearances
1 recordings
1 series
first heard Aug 2025
last heard Aug 2025
Gavin Baker’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
So all of the dollars that are going into the ground are being used.
We're not building ahead of demand.
In fact, we're clearly still behind demand.
You know, so they it can all be a good idea.
By the way, just my understanding was by far the biggest source of China's incremental electricity was solar.
Like this is a verifiable stat that we should just be able to quickly verify.
But I
additions.
Uh but they're
You know, they're bringing on a lot of power every year relative to the installed base of the United States.
And a lot of it is solar.
And that's a two thousand twenty-three number.
I think two thousand twenty-four took a massive jump.
Yeah, well, uh they for sure believe it's existential.
I have it on good authority that if you work for Deep Seek, you're not allowed to be in the same room as an American while you're in China and you have kind of a CCP minder um with you most of the time.
And that's that's kind of astonishing.
Um
Yeah, so they believe it's existential.
Um the second thing I would say is I do think they are making an effort to throttle it up.
You know, Xi Jinping had a uh a dinner with kind of, you know, 20 um entrepreneurs.
Showing 81–100 of 289 · page 5 of 15
← Previous
Next →