Matthew Smith
speaker
466 appearances
1 recordings
1 series
first heard Jul 2026
last heard 21 Jul
Matthew Smith’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
It's an awful trade-off.
I think it will probably start to contribute more to the public dialogue, the nimbyism that we're seeing already pop up in some places.
We think AI is tremendously transformational.
We're not anti-AI, but it consumes a lot of power.
We need to really focus on the 2030-2035 period, and the U.S.
consumer is probably going to pay the bill in the meantime.
Please note that most of the solutions being proposed by the government are to consume more gas, because everybody believes it's plentiful.
Bring your own generator or generation.
BYOG is a thing today.
That's what the hyperscalers are being asked to do to site their data center in a certain lat and long.
Well, that means more gas, not less.
And so every time you read a press release from Bloom or from- Think more gas.
Think more gas.
And you can use the energy efficiency of each one of those units and understand exactly how much more incremental gas beyond the base case that I just shared is dangerously tight.
Another loser, and I want to be respectful, but some of the biggest winners so far, at least in the stock market, have been the manufacturers of gas turbines or distributed power gensets.
And when you think about those companies, it's been somewhat boom and bust.
In the early 2000s, there was a boom to build as many gas plants as we could.
The capacity was overbuilt, and the industry really languished for a long time until now.
And you've had just a tremendous growth.
profitability and equity returns come from these companies over the last two years.
Showing 281–300 of 466 · page 15 of 24
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