Timestamps:
(0:00) Teaser of today’s Liquidity Summit talk from Phil Deutch.
(1:29) Alex kicks off the show.
(2:11) Jason introduces Phil Deutch at the Liquidity Summit 2024
(3:52) Phil Deutch’s talk “Data Centers & Energy: A First Principles Understanding of Investment Opportunities & Challenges”
(4:39) Data center power demands and the impact on energy demand
(7:30) The complexity of energy generation and distribution
(9:24) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(10:55) Electricity generation in the US, transmission, and distribution challenges
(15:17) Market opportunity for faster electricity delivery and sustainability challenges
(20:08) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(21:14) The nuclear power debate, role of AI and batteries in energy management
(25:55) Consumer awareness and recent outages' impact on energy consumption
(29:16) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(30:39) Audience questions on the transition to AI and EV adoption challenges
(34:09) Future innovations in energy: Solar, storage, and the potential for free electricity
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(29:16) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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