Jon Quast

speaker

8,197 appearances 81 recordings 2 series first heard Oct 2025 last heard 3d ago

Jon Quast’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.

Appearances

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Motley Fool Hidden Gems Investing · IT Consulting is Not Having a Good Time · 18 Jun 2026 podcast

First watch, it's on a mission to connect climate and financial risks together.

That's why it exists as a research firm.

So it doesn't surprise me that it's sounding the alarm a little bit here on preparedness for climate risk.

And some of the key constituents here would actually push back, including some of those who are building the data centers, saying we're very aware of the climate risks and we're already taking measures to counter those risks.

So I don't think that there's anything really new here personally from the First Street report.

Now, that said, I mean, there is a huge build out trend.

And there are lots of constraints that we're running up against.

And it's not just climate related.

I mean, you look at just the land issue that it takes.

We need more data centers for AI, or at least they want to build more data centers for AI.

what?

A lot of people are becoming increasingly uncomfortable with the land in their city, in their county being used for that purpose.

Right or wrong, that is the perception that's growing.

Power is also something that's coming up against the wall, even chips.

I think this is an interesting one.

There's some, as far as how much compute we want to put in these data centers,

Is Taiwan Semiconductor even capable of churning out that many right now?

Elon Musk would say no, which is why he's investing in the TerraFab, right?

And we need more.

And there's no player out there that can supply everything that we need.

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