https://minutesof.com/on/energy/ Everyone on the record about energy: 44 verbatim quotes from 8 people, September 2020 to July 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:32:57 +0000 https://minutesof.com/q/9ba2a9b8-6509-4b97-a1cc-47b5d00a3d7e/ https://minutesof.com/q/9ba2a9b8-6509-4b97-a1cc-47b5d00a3d7e/ “The combination of higher tariffs and energy prices has contributed about a percentage point to that figure.” — John Williams, NY Fed speeches energy https://minutesof.com/q/ab98b3b4-1a06-4bdb-b47a-0df7447438e3/ https://minutesof.com/q/ab98b3b4-1a06-4bdb-b47a-0df7447438e3/ “And then you ask people, there was a poll that came out today, something north of 50% of Americans believe that data centers increase the cost of water and electricity.” — David Friedberg, All-In Podcast Sat, 18 Jul 2026 00:54:40 +0000 energy https://minutesof.com/q/fdc57c7a-a6e5-4157-811e-40232b09df80/ https://minutesof.com/q/fdc57c7a-a6e5-4157-811e-40232b09df80/ “Like like you get done reading it, you go, ah, you wanna tell somebody you're excited, you get energy. When you study things you don't wanna be studying, they sap energy.” — Bill Gurley, Jackson Square Ventures Book Club Wed, 08 Jul 2026 23:30:51 +0000 energy https://minutesof.com/q/b3534b4c-5ec2-4aed-bd9d-ac0a10284774/ https://minutesof.com/q/b3534b4c-5ec2-4aed-bd9d-ac0a10284774/ “It's a family owned business based out of Wichita founded in 1940 by Fred Koch with businesses ranging from energy, agriculture, chemicals, building products, consumer products, even cloud computing, and a very active minority investment portfolio a 120,000 plus employees, that statistic might be off across 60 countries.” — David Friedberg, All-In Podcast Tue, 12 May 2026 21:17:30 +0000 energy https://minutesof.com/q/248d6228-3908-4d5f-ae9d-5dbe767fc55e/ https://minutesof.com/q/248d6228-3908-4d5f-ae9d-5dbe767fc55e/ “you could use a a swimming pool sized amount of ocean water to make all the electricity needed for an entire year for the planet Earth.” — David Friedberg, Chris Williamson Mon, 13 Apr 2026 15:00:13 +0000 energy https://minutesof.com/q/2db3d295-6041-4662-a566-82e4ab2732f5/ https://minutesof.com/q/2db3d295-6041-4662-a566-82e4ab2732f5/ “Basically, you could use a a swimming pool sized amount of ocean water to make all the electricity needed for an entire year for the planet Earth.” — David Friedberg, Chris Williamson Mon, 13 Apr 2026 15:00:13 +0000 energy https://minutesof.com/q/0bffe573-5df5-4c26-a556-274f680821f1/ https://minutesof.com/q/0bffe573-5df5-4c26-a556-274f680821f1/ “Basically, you could use a a swimming pool sized amount of ocean water to make all the electricity needed for an entire year for the planet Earth. That's what this can do.” — David Friedberg, Chris Williamson Mon, 13 Apr 2026 15:00:13 +0000 energy https://minutesof.com/q/c7a20d99-7f3c-4d67-8c3c-0e5297935a61/ https://minutesof.com/q/c7a20d99-7f3c-4d67-8c3c-0e5297935a61/ “AI seems to be solving that problem because they're now using AI to train the control of the magnetic fields in a way that's working.” — David Friedberg, Chris Williamson Mon, 13 Apr 2026 15:00:13 +0000 energy https://minutesof.com/q/01072960-26ea-46df-93a8-c0abe2da12f7/ https://minutesof.com/q/01072960-26ea-46df-93a8-c0abe2da12f7/ “if you get the cost of energy down to 1¢ a kilowatt hour, it absolutely expands every economy. Like, everything blows up. Like, imagine if you” — David Friedberg, Chris Williamson Mon, 13 Apr 2026 15:00:13 +0000 energy https://minutesof.com/q/01072960-26ea-46df-93a8-c0abe2da12f7/ https://minutesof.com/q/01072960-26ea-46df-93a8-c0abe2da12f7/ “if you get the cost of energy down to 1¢ a kilowatt hour, it absolutely expands every economy. Like, everything blows up. Like, imagine if you” — David Friedberg, Chris Williamson Mon, 13 Apr 2026 15:00:13 +0000 energy https://minutesof.com/q/74e5acf1-f936-4e77-a59b-3383d34f1b90/ https://minutesof.com/q/74e5acf1-f936-4e77-a59b-3383d34f1b90/ “It's about one sixth the gravity and the complete lack of an atmosphere, meaning that it's frictionless to move material off of the moon and very low energy to move it off of the moon.” — David Friedberg, All-In Podcast Sun, 05 Apr 2026 02:26:52 +0000 energy https://minutesof.com/q/74e5acf1-f936-4e77-a59b-3383d34f1b90/ https://minutesof.com/q/74e5acf1-f936-4e77-a59b-3383d34f1b90/ “It's about one sixth the gravity and the complete lack of an atmosphere, meaning that it's frictionless to move material off of the moon and very low energy to move it off of the moon.” — David Friedberg, All-In Podcast Sun, 05 Apr 2026 02:26:52 +0000 energy https://minutesof.com/q/e2100e0b-9a14-4a60-a04c-0b639b876dd4/ https://minutesof.com/q/e2100e0b-9a14-4a60-a04c-0b639b876dd4/ “What was it It's this it's or this year is like I think it's like 18 ish, 10 ish. Okay. Fifteen fifteen to 18” — Dylan Patel, TBPN Tue, 03 Feb 2026 23:08:03 +0000 energy https://minutesof.com/q/ddccec53-f53b-4ae7-99e7-7f4520cead44/ https://minutesof.com/q/ddccec53-f53b-4ae7-99e7-7f4520cead44/ “Whereas the energy industry in America wasn't. And and so, like, initially, people were, like, not creative. They're like, let's do let's do these kinds of gas plants.” — Dylan Patel, TBPN Tue, 03 Feb 2026 23:08:03 +0000 energy https://minutesof.com/q/aa4363bf-6a39-4078-ae21-2e739a50bcbe/ https://minutesof.com/q/aa4363bf-6a39-4078-ae21-2e739a50bcbe/ “The fact is if experts looking out not all that far have no idea, we are making a fundamental bet on equity.” — Marc Rowan, Yahoo Finance Sun, 21 Dec 2025 16:00:06 +0000 energy https://minutesof.com/q/decf8dbc-5ad3-4d71-a356-9defeed8f48c/ https://minutesof.com/q/decf8dbc-5ad3-4d71-a356-9defeed8f48c/ “Suddenly, that's 60% of The US power production capacity being built right now in just nuclear by China.” — David Friedberg, Network State Podcast Sun, 21 Dec 2025 08:30:07 +0000 energy https://minutesof.com/q/5f959c7d-1015-48e0-a2e0-8ddde44ca889/ https://minutesof.com/q/5f959c7d-1015-48e0-a2e0-8ddde44ca889/ “And each of the good and the great consulting firms have weighed in, and it looks like a child scattered dark plot.” — Marc Rowan, Yahoo Finance Wed, 10 Dec 2025 23:30:16 +0000 energy https://minutesof.com/q/7e7bb509-142b-4d4b-9312-997cbb629a31/ https://minutesof.com/q/7e7bb509-142b-4d4b-9312-997cbb629a31/ “So, you know, we have if robots are making all of our stuff, we could get robots to make housing for us, make roads for us.” — David Friedberg, This Week in Startups Thu, 22 May 2025 16:00:06 +0000 energy https://minutesof.com/q/60d4fe00-ca3b-4741-9b9b-6cd3758d39fc/ https://minutesof.com/q/60d4fe00-ca3b-4741-9b9b-6cd3758d39fc/ “So theoretically, we could make any element we want if energy costs were low enough.” — David Friedberg, This Week in Startups Thu, 22 May 2025 16:00:06 +0000 energy https://minutesof.com/q/60d4fe00-ca3b-4741-9b9b-6cd3758d39fc/ https://minutesof.com/q/60d4fe00-ca3b-4741-9b9b-6cd3758d39fc/ “So theoretically, we could make any element we want if energy costs were low enough.” — David Friedberg, This Week in Startups Thu, 22 May 2025 16:00:06 +0000 energy https://minutesof.com/q/a9e9f223-6b73-44f1-b7b7-580ede84bfda/ https://minutesof.com/q/a9e9f223-6b73-44f1-b7b7-580ede84bfda/ “Terawatt is roughly the power production or the electricity production capacity of the entire United States. US is going from one to two between now and 2040.” — David Friedberg, All-In Podcast Fri, 16 May 2025 05:57:14 +0000 energy https://minutesof.com/q/e5fc3a38-581b-46c5-b596-5ebd1278ef6b/ https://minutesof.com/q/e5fc3a38-581b-46c5-b596-5ebd1278ef6b/ “Elon this week is saying, hey, need a terawatt of compute. Terawatt is roughly the power production or the electricity production capacity of the entire United States.” — David Friedberg, All-In Podcast Fri, 16 May 2025 05:57:14 +0000 energy https://minutesof.com/q/872ab353-aae6-49d8-a1d3-cb44476886b8/ https://minutesof.com/q/872ab353-aae6-49d8-a1d3-cb44476886b8/ “There's gonna be a breakthrough in the next year or two that's gonna unleash this additional demand curve. We're gonna have a 100,000,000 robots in The United States. They're all electrified.” — David Friedberg, All-In Podcast Tue, 06 May 2025 22:48:17 +0000 energy https://minutesof.com/q/d2500cd8-f976-4aab-9d81-dd84e9b557e8/ https://minutesof.com/q/d2500cd8-f976-4aab-9d81-dd84e9b557e8/ “We just got back from DC. There is this hill and valley forum this week. Every single speech, every single talk, every conversation in the hallways was all about the energy demand coming from AI.” — David Friedberg, All-In Podcast Tue, 06 May 2025 22:48:17 +0000 energy https://minutesof.com/q/d2500cd8-f976-4aab-9d81-dd84e9b557e8/ https://minutesof.com/q/d2500cd8-f976-4aab-9d81-dd84e9b557e8/ “We just got back from DC. There is this hill and valley forum this week. Every single speech, every single talk, every conversation in the hallways was all about the energy demand coming from AI.” — David Friedberg, All-In Podcast Tue, 06 May 2025 22:48:17 +0000 energy https://minutesof.com/q/7739a783-dc39-45b7-bcdd-d9cd75a1a2f7/ https://minutesof.com/q/7739a783-dc39-45b7-bcdd-d9cd75a1a2f7/ “So in the next fifteen years, China is adding five Americas. Yes. In electricity production capacity.” — David Friedberg, All-In Podcast Tue, 06 May 2025 22:48:17 +0000 energy https://minutesof.com/q/1cbccb28-445f-4db0-b2a7-fe1b3bb20979/ https://minutesof.com/q/1cbccb28-445f-4db0-b2a7-fe1b3bb20979/ “The US is forecasted to increase its electricity production capacity from one to two terawatts by twenty forty, fifteen years from now.” — David Friedberg, All-In Podcast Tue, 06 May 2025 22:48:17 +0000 energy https://minutesof.com/q/09ddd184-aaf2-45ae-853d-ab81deebb878/ https://minutesof.com/q/09ddd184-aaf2-45ae-853d-ab81deebb878/ “And those mitochondria were on average 5.7 times more efficient at making energy, ATP. So they created highly energetic mitochondria and they made a lot of them.” — David Friedberg, All-In Podcast Wed, 23 Apr 2025 20:53:33 +0000 energy https://minutesof.com/q/a12d6ca9-8d9a-4ee2-9a20-7a3c018f36f0/ https://minutesof.com/q/a12d6ca9-8d9a-4ee2-9a20-7a3c018f36f0/ “So every cell in our body gets its energy, which is what it uses to function from the mitochondria.” — David Friedberg, All-In Podcast Wed, 23 Apr 2025 20:53:33 +0000 energy https://minutesof.com/q/825530b7-5126-4f98-9968-9107db4dc974/ https://minutesof.com/q/825530b7-5126-4f98-9968-9107db4dc974/ “It has to be if you're gonna meet these power needs of what they need for AI, you're gonna have to use natural gas.” — David Tepper, CNBC Television Thu, 26 Sep 2024 13:48:15 +0000 energy https://minutesof.com/q/f889321d-da19-413a-9ed6-caa3e62e2a31/ https://minutesof.com/q/f889321d-da19-413a-9ed6-caa3e62e2a31/ “And it is solved because photovoltaic cell efficiency is compounding just under 10% a year, and battery efficiency is compounding 200 bps less than that.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 energy https://minutesof.com/q/47cfd265-1a40-4a3f-b69d-0cbd25a94b03/ https://minutesof.com/q/47cfd265-1a40-4a3f-b69d-0cbd25a94b03/ “eventually, a handful of seed replaces warehouses of potato chopped up potato that are being put in the ground. So you can move to an, you know, a low cost, more energy, more environmentally friendly,” — David Friedberg, The Modern Acre Tue, 04 Jun 2024 12:55:12 +0000 energy https://minutesof.com/q/8b67f38c-a28b-4381-aeab-898c9b743dfe/ https://minutesof.com/q/8b67f38c-a28b-4381-aeab-898c9b743dfe/ “if you start to see data centers pick off the independents, that could put pressure on the grid in a way that might bring the regulators in to voice their opinion.” — Brad Gerstner, BG2 Pod Thu, 04 Apr 2024 17:20:29 +0000 energy https://minutesof.com/q/e65dfe02-6235-480d-a213-595870a5af7c/ https://minutesof.com/q/e65dfe02-6235-480d-a213-595870a5af7c/ “if World War II never happened, the atomic bomb never happened, and someone just showed up in 2024 and said, I figured out this thing, it's nuclear fission, people would be like, oh my god, like, probably be more excited than you are about AI.” — Brad Gerstner, BG2 Pod Thu, 04 Apr 2024 17:20:29 +0000 energy https://minutesof.com/q/33b1af6b-7b71-4214-baca-a773df4e9d60/ https://minutesof.com/q/33b1af6b-7b71-4214-baca-a773df4e9d60/ “So a couple of years ago, three years ago, was about seven venture funded fusion companies. As of the end of last year, Q3 of last year, count was 47.” — David Friedberg, Dr Brian Keating Thu, 09 Feb 2023 18:00:09 +0000 energy https://minutesof.com/q/4236dbcd-dd59-42c1-9c7e-562a76d6d268/ https://minutesof.com/q/4236dbcd-dd59-42c1-9c7e-562a76d6d268/ “So we have to have a portfolio of stuff. Fusion, from a first principles perspective, as you know, works because we see it working in the sky. So we know that this physics is real.” — David Friedberg, Dr Brian Keating Thu, 09 Feb 2023 18:00:09 +0000 energy https://minutesof.com/q/8c52f652-bbd6-458f-b7ce-7dd607646753/ https://minutesof.com/q/8c52f652-bbd6-458f-b7ce-7dd607646753/ “Great. But they're not going to kind of replace everything. Fission has this regulatory. So we have to have a portfolio of stuff.” — David Friedberg, Dr Brian Keating Thu, 09 Feb 2023 18:00:09 +0000 energy https://minutesof.com/q/d3e14afe-07e1-458d-bf35-8952afe1d4cd/ https://minutesof.com/q/d3e14afe-07e1-458d-bf35-8952afe1d4cd/ “So we've increased energy production by about 20 fold in the last hundred years on earth. I think in the next hundred years, we can and should increase energy production by over a 100 fold.” — David Friedberg, Dr Brian Keating Thu, 09 Feb 2023 18:00:09 +0000 energy https://minutesof.com/q/d3e14afe-07e1-458d-bf35-8952afe1d4cd/ https://minutesof.com/q/d3e14afe-07e1-458d-bf35-8952afe1d4cd/ “So we've increased energy production by about 20 fold in the last hundred years on earth. I think in the next hundred years, we can and should increase energy production by over a 100 fold.” — David Friedberg, Dr Brian Keating Thu, 09 Feb 2023 18:00:09 +0000 energy https://minutesof.com/q/313935cb-ddf3-40fb-b63b-c57a96e93812/ https://minutesof.com/q/313935cb-ddf3-40fb-b63b-c57a96e93812/ “So the first thing we saw inflate was sort of hard commodities and soft commodities, things like energy and agricultural products and metals and so on.” — David Friedberg, Megyn Kelly Mon, 17 Oct 2022 21:00:09 +0000 energy https://minutesof.com/q/ef1e9b21-e55b-4526-85b4-3ea6ea2568ae/ https://minutesof.com/q/ef1e9b21-e55b-4526-85b4-3ea6ea2568ae/ “if you look at the amount of electricity that humans consume on planet Earth today, it would take about a 10 meter by 10 meter by 10 meter cube of ocean water to make all the electricity that we consume today if we could put that into a plasma fusion system” — David Friedberg, The Julia La Roche Show Thu, 29 Sep 2022 15:21:04 +0000 energy https://minutesof.com/q/10b68639-5792-40ec-89f5-476ded2a84be/ https://minutesof.com/q/10b68639-5792-40ec-89f5-476ded2a84be/ “To make a gram of animal protein, or let's say like 100 calories of animal protein, it takes 3,000 calories of energy into a system to make that animal protein.” — David Friedberg, The Julia La Roche Show Thu, 29 Sep 2022 15:21:04 +0000 energy https://minutesof.com/q/10b68639-5792-40ec-89f5-476ded2a84be/ https://minutesof.com/q/10b68639-5792-40ec-89f5-476ded2a84be/ “To make a gram of animal protein, or let's say like 100 calories of animal protein, it takes 3,000 calories of energy into a system to make that animal protein.” — David Friedberg, The Julia La Roche Show Thu, 29 Sep 2022 15:21:04 +0000 energy https://minutesof.com/q/fb60a38c-3eef-4651-a43c-046a1fa1278c/ https://minutesof.com/q/fb60a38c-3eef-4651-a43c-046a1fa1278c/ “And now it is so cost prohibitive. It's something like $10,000,000,000 now from maybe, you know, a 100,000,000, you know, two decades ago.” — David Friedberg, All-In Podcast Sat, 19 Sep 2020 04:41:45 +0000 energy