Jason Calacanis

So what would I like to say about this?

I think the thing that the capital markets are getting right is that we are massively compute constrained.

I think the thing that the capital markets are getting right is that we are massively compute constrained.

massively.

massively.

And those are two problems.

And those are two problems.

One is the power.

One is the power.

So if you look at companies like bloom energy, it has gone absolutely straight up vertical nuclear.

So if you look at companies like bloom energy, it has gone absolutely straight up vertical nuclear.

And the reason is because bloom has a solution that allows you to use nat gas, that allows you to do something on site, and critically allows you to get your clean air permits

And the reason is because bloom has a solution that allows you to use nat gas, that allows you to do something on site, and critically allows you to get your clean air permits

very quickly because it has very, very little emissions.

very quickly because it has very, very little emissions.

And it's been proven as such.

And it's been proven as such.

And so instead of waiting for years to get on the grid, if you wanted to build a data center, you can now use their services.

And so instead of waiting for years to get on the grid, if you wanted to build a data center, you can now use their services.

The other part that's going absolutely nuclear is the actual land and the shell, because it's turning out it's impossible to get these approvals.