Energy is now the most  critical bottleneck of the supply chain

Added: 2026-04-30

[00:00:00]Energy is now one of the bottlenecks, the most critical bottleneck of the supply chain. Chevron is building a power hub with 2.5 gigawatts of gas-fired power. I think it's in like West Texas. GE's getting in on the deal.

[00:00:15]Vernova turbines are going to be part of this. And it's in partnership with Microsoft. I think it's a national strategic priority for obvious reasons.

[00:00:24]And how do we do it without, you know, the consumers kind of getting screwed?

[00:00:28]And so that's the whole behind construct. These guys are making so much money. And if you can do it behind the meter, you think of the opportunity cost of falling behind on AI versus paying for the power. This is one of the models to do it for sure. Who's going to go verticalize? Like you think about the industrialists, Carnegie and Rockefeller, and ultimately JP Morgan got in the game. They pioneered like mass scale verticalization. I don't know if it'll be a full buyout or unique partnerships, but this Microsoft dipping its toe in with Chevron, I think is an indicator of where this stuff is going.

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