Shyam Sankar
👤 PersonAppearances Over Time
Podcast Appearances
When we get the American private capital markets behind this, which is starting to happen, it's going to be unstoppable.
And to the point of confidence in your team, they're thinking about that. I've heard proposals that are around changing the depreciation and amortization schedule for factories and investments. So how do I use the financial math to encourage the capital markets to view these things differently? fundamental deregulation. How do we change NEPA?
And to the point of confidence in your team, they're thinking about that. I've heard proposals that are around changing the depreciation and amortization schedule for factories and investments. So how do I use the financial math to encourage the capital markets to view these things differently? fundamental deregulation. How do we change NEPA?
And to the point of confidence in your team, they're thinking about that. I've heard proposals that are around changing the depreciation and amortization schedule for factories and investments. So how do I use the financial math to encourage the capital markets to view these things differently? fundamental deregulation. How do we change NEPA?
How do we change the regulation permitting processes so that it doesn't take you four years of waiting for a bureaucrat to tell you that you didn't dot the right I or cross the right T, but four minutes to get the approval to go. This is what unleashing American energy is about. What does a factory run on? Like the cost of energy is a material input to everything, right?
How do we change the regulation permitting processes so that it doesn't take you four years of waiting for a bureaucrat to tell you that you didn't dot the right I or cross the right T, but four minutes to get the approval to go. This is what unleashing American energy is about. What does a factory run on? Like the cost of energy is a material input to everything, right?
How do we change the regulation permitting processes so that it doesn't take you four years of waiting for a bureaucrat to tell you that you didn't dot the right I or cross the right T, but four minutes to get the approval to go. This is what unleashing American energy is about. What does a factory run on? Like the cost of energy is a material input to everything, right?
It is the first input into all the goods and services we buy. You bring the cost of energy down, it is a massive deflationary force. And what we are the largest energy producer in the world. Like, the resources we have, we need to just get out of our own way on this and not have a regressive mindset around like, oh, you know, using energy is bad.
It is the first input into all the goods and services we buy. You bring the cost of energy down, it is a massive deflationary force. And what we are the largest energy producer in the world. Like, the resources we have, we need to just get out of our own way on this and not have a regressive mindset around like, oh, you know, using energy is bad.
It is the first input into all the goods and services we buy. You bring the cost of energy down, it is a massive deflationary force. And what we are the largest energy producer in the world. Like, the resources we have, we need to just get out of our own way on this and not have a regressive mindset around like, oh, you know, using energy is bad.
Actually, the basis of modern civilization is energy, and the more energy you use, the better your standard of living is, the more things are possible. I feel like that's not a contrarian thing to say anymore. You would have had pitchforks and protests if you said that five years ago. And now people are like, yeah, well, obviously that's true. How do we get after that?
Actually, the basis of modern civilization is energy, and the more energy you use, the better your standard of living is, the more things are possible. I feel like that's not a contrarian thing to say anymore. You would have had pitchforks and protests if you said that five years ago. And now people are like, yeah, well, obviously that's true. How do we get after that?
Actually, the basis of modern civilization is energy, and the more energy you use, the better your standard of living is, the more things are possible. I feel like that's not a contrarian thing to say anymore. You would have had pitchforks and protests if you said that five years ago. And now people are like, yeah, well, obviously that's true. How do we get after that?
You see the tech community investing in things like fusion and fission and small modular reactors and people who recognize the reason to be super optimistic, particularly on energy, is that the AI companies are going to be crippled if they're not able to have the energy that's needed to run their AI, which means they are investing in it themselves off their own balance sheet.
You see the tech community investing in things like fusion and fission and small modular reactors and people who recognize the reason to be super optimistic, particularly on energy, is that the AI companies are going to be crippled if they're not able to have the energy that's needed to run their AI, which means they are investing in it themselves off their own balance sheet.
You see the tech community investing in things like fusion and fission and small modular reactors and people who recognize the reason to be super optimistic, particularly on energy, is that the AI companies are going to be crippled if they're not able to have the energy that's needed to run their AI, which means they are investing in it themselves off their own balance sheet.
They're not waiting for a utility to do this or that. They're going to be building energy production behind the meter. Wow. It's not even going to the grid. It's like captive energy for their data center. And a lot of that is just the bureaucratic BS of how long does it take? Oracle was just talking about how one state utility company was saying, oh, we could get you this energy in the 2030s.
They're not waiting for a utility to do this or that. They're going to be building energy production behind the meter. Wow. It's not even going to the grid. It's like captive energy for their data center. And a lot of that is just the bureaucratic BS of how long does it take? Oracle was just talking about how one state utility company was saying, oh, we could get you this energy in the 2030s.
They're not waiting for a utility to do this or that. They're going to be building energy production behind the meter. Wow. It's not even going to the grid. It's like captive energy for their data center. And a lot of that is just the bureaucratic BS of how long does it take? Oracle was just talking about how one state utility company was saying, oh, we could get you this energy in the 2030s.
2030s? You know, it's like, we should be talking, we need to measure everything in months. This is really the core thing that's gonna solve our problems is being impatient. Like we need to be thinking about what can we be doing now? What can get done? And that's what I love, the focus of this administration is very much, these are the things that must be delivered inside of this administration.