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Show Notes
...as if it didn’t have enough already!
(00:14) Asit Sharma and Mary Long discuss:
- The new venture to build out American AI infrastructure.
- How 20 data centers get a $500 billion price tag.
- GE Aerospace’s razor-and-blades business model.
Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny.
Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG
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Host: Mary Long
Guests: Asit Sharma, Seth Jayson
Engineer: Rick Engdahl
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