KR Sridhar

speaker

1,114 appearances 2 recordings 2 series first heard Jun 2026 last heard 29 Jun

KR Sridhar’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 — 2 in all, peaking in Jun 2026 with 2.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Leo Aschenbrenner's Largest Holding: Inside the $90BN Bloom Energy | Why Electricity, Not AI Models, Will Decide the Winners of the AI Race | Why We Are Not in an AI Capex Bubble | Energy Sovereignty and The Future of Power with KR Sridhar · 29 Jun 2026 podcast

Code, you don't need to do that.

Yeah, why are you doing that, right?

So as a society, as a technology industry, I think we should be empathetic to taking care of those people.

Here's what's interesting, right?

We're manufacturing intelligence, as we spoke about, and there's never been a more high value product manufactured with electricity than intelligence.

So the input into the factory, unlike a chemical factory where all these raw materials, ores, other things come in and you process.

The input into this factory is simply electricity and data, and data is everywhere.

So the only real cost input coming in is electricity.

The machines are the chips.

The output is intelligence.

So this is the single largest input, and that input today is not abundant.

So clearly, electricity becomes the key factor.

So herein, I see it slightly differently.

I believe the fact that electricity became so important for this critical industry that knows how to move at speed and scale is going to mean that since Edison, almost 150 years later, we are going to create a new construct for electricity in the world that's more digital electricity as opposed to the mechanical age electricity.

And that digital electricity, for many reasons I can walk you through, is going to be more efficient, it's going to be cleaner, it's going to be more reliable.

And when these large companies that have the resources to allow that kind of new electricity to happen at scale, it's going to trickle down to the masses everywhere.

Sub-Saharan Africa and Bangladesh, to just use examples of countries that are in the developing basket, are going to benefit from this.

Just like an airbag comes in a very expensive car initially, and within a few years you see it in every car and it improves everybody's lives.

So I'm super optimistic that if we look back 20 years from now, we will say AI was the best thing that happened because of which electricity abundance happened to everybody on the planet.

Look, we have developed a technology which does not use the traditional power supply supply chains.

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