Mentioned On
Episode Mentions
Prof G Markets · Apr 29, 2026
Data Center Debate: Are Energy Bills About To Explode?
“John Perella's former employer; involved in Stargate One project base land and power development”
AI Data Center Energy Demand and Grid CapacityPower Grid Stability and Voltage Ride-Through IssuesInterruptible Tariffs and Grid-Responsive Load Management
View AnalysisBetter Offline · Apr 24, 2026
Monologue: How OpenAI Kills Oracle
“Land owner for Stargate Abilene data center project; leases land to Crusoe who subleases to Oracle”
AI data center infrastructure economicsOpenAI financial sustainability and burn rateOracle's Stargate project costs and timeline
View Analysis