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 the TWiST newsletter: https://www.ticker.thisweekinstartups.com

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

*

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

*

Follow Phil:

X: https://x.com/pdeutch

LinkedIn: https://www.linkedin.com/in/philip-deutch-21a76a6/

*

Follow Alex:

X: https://x.com/alex

LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm/

*

Follow Jason:

X: https://twitter.com/Jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

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

Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

*

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

*

Follow TWiST:

Substack: https://twistartups.substack.com

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

Instagram: https://www.instagram.com/thisweekinstartups

TikTok: https://www.tiktok.com/@thisweekinstartups

*

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