Stephen Balaban
speaker
657 appearances
4 recordings
1 series
first heard May 2025
last heard 31 Aug
Stephen Balaban’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 1.
Appearances
Right.
You know, I mean not it it it actually like kind of crushes me because like that was the business that got off the ground.
But can you imagine just like winding down like, well, we're just gonna take this business and not do a two hundred million dollar a year business anymore because we're trying to focus.
Takes
as well as regulated utilities from an energy utility perspective.
Yeah.
You know, these are all things that benefit from a physical but geographic monopoly.
Yeah.
Right and and
AI data centers don't have that same thing.
Now I just want to step back for a second.
Guys, the United States is basically the only country in the world.
We have the most unbelievably good economy.
This is
The the the the the idea that there's gonna be these sort of like massive AI infrastructure projects that I think are gonna be like super, super successful outside of let's say China and the United States right now is
Really increasingly big question, Mark.
And I I just am so bullish about where we're going in America that
I I don't really pay a lot of attention to and that our focus is just in you know in in North America generally.
And I I I just that's kind of uh my perspective on it, to be honest.
We are aiming to reimagine the sort of
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