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 This Week in Startups on Apple: https://rb.gy/v19fcp

Check out NGP Energy Capital: https://ngpenergy.com/

Follow Phil:

Follow Alex:

Follow Jason:

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

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

Follow TWiST:

Subscribe to the Founder University Podcast: https://www.founder.university/podcast

‌

Episode description