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 over the last 12 months — 3 in all, peaking in Aug 2026 with 1.

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TBPN · Gemini 3 Launch, Big Tech Backs Anthropic, OpenAI Adds Fidji Simo | Jonathan Neman, Mike Knoop, Ashlee Vance, Jeremy Epling, Keone Hon, Stephen Balaban · 18 Nov 2025 podcast

step process from whether it's photons or molecules of natural gas to tokens.

And we strongly believe that a lot of this is going to have to come in reimagining like, well, how do you inter interact with the grid?

How much power generation do you bring to the grid yourselves?

And I think that that's

The the the successful AI infrastructure infrastructure companies in the future.

Again, this is like why I kind of said like I look at this like Tesla for AI factories, which is you gotta reimagine how the world has worked previously, and you have to kind of bring together this level of vertical integration because that's how you move fast, right?

You know, when you can control every step of that way from

uh the power generation and not having to necessarily deal with a um regulated utility and you can go and do behind the meter generation with a natural gas power plant.

If if that can speed your time to market up, this is just so important.

And

That's kind of how I approach it, which is there's certain barriers like regulatory barriers, which

La y try not to run through those like a brick wall because

it's kind of like an immovable object.

But if you can if you can just bring your own you if you can just sort of get around that sort of regulatory constraint of having to interact with a regulated utility by bringing your own power to the grid, then that's that's what I think is going to be successful.

Thanks for having me, guys.

It's always

Yeah, can

So so I haven't I haven't used I haven't uh I haven't used the Gemini 3.

I've seen the uh the updates.

I I'm still, you know, hey s Cindar or whatever, give give give Lambda's uh enterprise account access.

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