Patrick O'Shaughnessy

And then on the supply side, what the reasons would be that we just fail to meet that demand?

Why we would stumble and not succeed?

And what about our ability to meet that demand?

What would screw us up on the supply side the most?

If you were a politician, would you use the China story as fuel to the fire to try to communicate and market this concept that we're sort of getting lapped by someone that's our, if not adversary, our competitor?

100%.

You mentioned the asset side being so exciting on the energy side.

If I was an energy asset investor and I really wanted to fund stuff that would help us solve this problem where you got the joint growth and demand and this rise of NIMBYism,

Where does this whole thing break down?

Is it in transmission?

Is that the problem?

Because presumably if we could just produce lots of energy in remote places that nobody lived or cared and transport it efficiently, the problem would be solved.

Is that the right way to think about it?

You think about it differently.

I want to get towards the best version of things you could imagine in five, 10 years time that would solve this problem and make us energy abundant and not slow.

And that's what we're shooting for.

What do you think about nuclear, both new forms of fission, but also the panacea potential of fusion?

What do you think about the basket of startups that have been launched and raised, in some cases, a lot of money about the prospects of good returns for those dollars that are going into these companies and projects either today or the historical dollars that have gone in the last five years?

It's a scary circumstance to imagine as an investor when funding dries up and free cash flow is still over the horizon, not even within the visible horizon.

I'm curious if there are other areas that you think that's less true, like solar and battery seems like a really interesting...