
Sign up to read the full summary
Free AI-powered recaps of every episode, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.
Tyler Rosenlicht
conversational on Odd Lots
Books, people, and resources mentioned in this episode.

The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up

This Is What It Takes to Get a Data Center Financed

Travis Kavulla Explains Why Electric Bills Shot Up

Robert Friedland on the World's Monumental Shortage of Copper

Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
From other shows on similar topics.

Borrowing costs go boom
Marketplace

Can Data Centers Be Done Right?
On with Kara Swisher

Data Centers: Can't Live With Em, Can't Live Without Em
Stuff You Should Know

Solar Is Already the Answer and the Market Is Finally Forced to Admit It | Ep. 394 with John Witchel CEO & Co-Founder of King Energy
Founder's Story

The Enshittifinancial Crisis: Part Three
Better Offline

$6 Gas Chaos, Ken Griffin Rips Mamdani + Nvidia’s AI Home Takeover | PBD #792
PBD Podcast
Free AI-powered recaps of Odd Lots and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.