Scott Tinker

Big voltages coming out of power plants and step them down ever more to little homes and industries and businesses.

Big voltages coming out of power plants and step them down ever more to little homes and industries and businesses.

And hospitals, and guess what? AI and data centers that want 99.99% reliability.

And hospitals, and guess what? AI and data centers that want 99.99% reliability.

And hospitals, and guess what? AI and data centers that want 99.99% reliability.

They have to always be on.

They have to always be on.

They have to always be on.

You can't fail. Right. Essentially, you can't fail. Right, right. So you're putting all these inputs in, and the more inputs in some ways is good. Optionality in energy is good, like your stock portfolio, your real estate portfolio. I like options in energy. If you get limited to one or two, you're betting a lot on that thing. I don't buy one stock. So I don't mind a lot of inputs.

You can't fail. Right. Essentially, you can't fail. Right, right. So you're putting all these inputs in, and the more inputs in some ways is good. Optionality in energy is good, like your stock portfolio, your real estate portfolio. I like options in energy. If you get limited to one or two, you're betting a lot on that thing. I don't buy one stock. So I don't mind a lot of inputs.

You can't fail. Right. Essentially, you can't fail. Right, right. So you're putting all these inputs in, and the more inputs in some ways is good. Optionality in energy is good, like your stock portfolio, your real estate portfolio. I like options in energy. If you get limited to one or two, you're betting a lot on that thing. I don't buy one stock. So I don't mind a lot of inputs.

But we've got to realize that they're not all created equal. And when we talk about the intermittent forms of energy, the sun and the wind and some others... They come and go, and that's not judgment. That's just physics. That's just the reality of the way the sun and the wind work. So I got to have something there.

But we've got to realize that they're not all created equal. And when we talk about the intermittent forms of energy, the sun and the wind and some others... They come and go, and that's not judgment. That's just physics. That's just the reality of the way the sun and the wind work. So I got to have something there.

But we've got to realize that they're not all created equal. And when we talk about the intermittent forms of energy, the sun and the wind and some others... They come and go, and that's not judgment. That's just physics. That's just the reality of the way the sun and the wind work. So I got to have something there.

Dunkelflaute.

Dunkelflaute.

Dunkelflaute.

Yeah, you're building two systems. And they're redundant, which makes them expensive. Right, right. I mean, you think poor air traffic controllers, I flew today, have a... you know, pull out your hair job, stressful, try managing a grid. Because I've been inside them. ERCOT is the Electricity Reliability Council of Texas. Texas has its own grid. It's Texas. We can secede someday from the nations.

Yeah, you're building two systems. And they're redundant, which makes them expensive. Right, right. I mean, you think poor air traffic controllers, I flew today, have a... you know, pull out your hair job, stressful, try managing a grid. Because I've been inside them. ERCOT is the Electricity Reliability Council of Texas. Texas has its own grid. It's Texas. We can secede someday from the nations.

Yeah, you're building two systems. And they're redundant, which makes them expensive. Right, right. I mean, you think poor air traffic controllers, I flew today, have a... you know, pull out your hair job, stressful, try managing a grid. Because I've been inside them. ERCOT is the Electricity Reliability Council of Texas. Texas has its own grid. It's Texas. We can secede someday from the nations.