Zach Pena
speaker
1,635 appearances
8 recordings
1 series
first heard Jan 2026
last heard 28 Jul
Zach Pena’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Jul 2026 with 2.
Appearances
I could say maybe a little bit more reasonable lead times.
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Is that temporary?
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What's going to happen when they say, oh, well, it's in the budget for 27 or in the budget for 28 to go continuously build more to bring those down.
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But if 40% of the market isn't going to need them anymore, it's a really hard bet for these CFOs to sign off on.
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And it's not just the generators.
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It's going to be everybody else that's affected by this.
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It's going to be a combination of technologies regardless of what the outcome looks like.
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Right.
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And I think that the people that know, know that.
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But that's a hard conversation to have with people that are designing today.
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Right.
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You know, you're having to go make a bet that by the time you by the time you go vertical, you top this thing out, you start building it out internally and you get to commissioning that that design, that structure, that electrical architecture.
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Right.
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That you bet on either needing or not needing that.
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for that for that piece of land you just put it on is going to work right right that's that's the hardest part here right um if anybody says that they have it down to a gnat's ass they're wrong and they're just lying and and and it is what it is right i don't i don't think they're bad people bad organizations none of that but it's just the the cold hard truth is like you're just not there no one has the crystal ball high confidence bet that's one thing but anyone saying they know
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That's that's an interesting position to be in.
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And so I think in that and kind of in that mindset, when you look at this, it's like, well, how does that to get back to your answer or your question?
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How does that affect the supply chain?
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How does that affect the OEMs?
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How does that affect this ecosystem?
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Showing 1101–1120 of 1,635 · page 56 of 82
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