Data Centers and Energy with Phil Deutch | E2015
Show notes
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 * Subscribe to the TWiST newsletter: https://www.ticker.thisweekinstartups.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp * Check out NGP Energy Capital: https://ngpenergy.com/ * Follow Phil: X: https://x.com/pdeutch LinkedIn: https://www.linkedin.com/in/philip-deutch-21a76a6/ * Follow Alex: X: https://x.com/alex LinkedIn: https://www.linkedin.com/in/alexwilhelm/ * Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Thank you to our partners: (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 (20:08) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist (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 * Check out Jason’s suite of newsletters: https://substack.com/@calacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups * Subscribe to the Founder University Podcast: https://www.founder.university/podcast
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