Patrick O'Shaughnessy

way of solving some of the problems in the energy markets.

The cost curves for both look really cool and interesting.

I'm curious what you've learned about those two and just generally what you think about that style of energy generation and storage.

It's fascinating that it all goes back to the same problem of labor.

Can we build these things?

Can we build them quickly?

Permits?

A lot of our attention as a country maybe should just be there.

We can take for granted these falling cost curves, which are great, but it's great but not sufficient to have the end system that we want.

If I was forcing you to invest in something related to the proliferation of data centers today...

I'm curious how you would attack that problem.

There's so much excitement around these things.

Lots of companies that are predicated on the rise of data centers and the build out of data centers.

What would it take for you to get excited about investing in something that was tied to that trend?

Your finance team isn't losing money on big mistakes.

It's leaking through a thousand tiny decisions nobody's watching.

Ramp puts guardrails on spending before it happens.

Real-time limits, automatic rules, zero firefighting.

Try it at ramp.com slash invest.

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