Daniel Weiss

Investor and analyst focused on the intersection of energy, technology, and infrastructure, likely associated with Angeleno Group.

Claims

As speaker

Mentioned in

Key positions and views

The growth in electricity demand driven by AI and data centers over the next 15 years will be ten times greater than the growth seen over the last 25 years.

The U.S. electrical grid is critically outdated and vulnerable, with its age directly contributing to significant wildfire risk, making predictive maintenance technologies essential.

The energy transition is now driven by superior economics, as evidenced by plummeting costs for solar, wind, and storage, and global clean energy investment doubling that of fossil fuels.

Capital expenditure from technology 'hyperscalers' is set to eclipse that of all U.S. utilities combined, fundamentally reshaping who builds and controls energy infrastructure.

The future of energy is total electrification, with electricity projected to become the planet's primary energy source over direct fuel combustion by 2050.

Podcast consensus on Weiss

Points of consensus

▶Daniel Weiss consistently emphasizes that the costs for key renewable technologies, including solar, wind, and energy storage, have plummeted by 70-90% over the last decade, fundamentally altering energy economics.Apr 2026

▶A core point of agreement in his analysis is that U.S. electricity infrastructure is dangerously outdated, often 60-70 years old, and is a direct or indirect cause of a significant portion (19%) of wildfires.Apr 2026

▶Weiss's narrative consistently highlights that the rise of AI and data centers is creating an unprecedented demand for electricity, which will drive massive capital expenditures.Apr 2026

▶He repeatedly points to a fundamental shift in global energy investment, citing data that clean energy spending has decisively overtaken and now more than doubles spending on hydrocarbons.Apr 2026

Points of debate

▶Weiss's prediction of a 10x growth rate in electricity consumption over the next 15 years is an extremely aggressive forecast that presents a significant challenge to current infrastructure and generation capacity.Apr 2026

▶The projection that hyperscalers' capital expenditure in a single year (2026) will exceed the total capex of all U.S. investor-owned utilities over the next five years suggests a radical and potentially disruptive shift in control over energy infrastructure development.Apr 2026

▶His forecast that electricity will supply the majority of the planet's energy by 2050, replacing direct fuel combustion, is a speculative outlook that depends on overcoming immense logistical, political, and technological hurdles in sectors like heavy industry and transportation.Apr 2026

▶While Weiss highlights the potential of predictive analytics to prevent grid failures weeks or months in advance, the scalability and real-world efficacy of such technologies to cover the entire aging grid remains a point of implicit debate and uncertainty.Apr 2026

Key themes

▶The AI-Driven Energy Demand ShockApr 2026

Weiss argues that the computational needs of AI, data centers, and autonomous vehicles are creating an unprecedented surge in electricity demand. He predicts this will lead to a 10x increase in the growth rate of electricity consumption over the next 15 years, with 'hyperscalers' projected to spend a trillion dollars on capex in 2026 alone.

For investors, this theme suggests that the primary beneficiaries of the AI revolution may extend beyond chipmakers and software companies to include power generation, grid technology, and energy infrastructure firms.

▶The Grid Modernization ImperativeApr 2026

A significant portion of Weiss's analysis focuses on the vulnerability of the U.S. electrical grid, which he describes as 60-70 years old and a major contributor to wildfires. He highlights venture-backed technologies, like IND Technologies' predictive analytics platform, as critical solutions for preventing catastrophic failures and reducing operational costs.

This focus indicates a belief that the most urgent and valuable innovations in the energy sector are not just in generation, but in the transmission, distribution, and maintenance of the grid itself.

▶The Economic Supremacy of RenewablesApr 2026

Weiss frames the energy transition as an economic inevitability, driven by dramatic cost reductions of over 90% for solar and storage and over 70% for wind in the last decade. He reinforces this by citing that global spending on clean energy in 2025 ($2.3 trillion) was more than double the investment in hydrocarbons.

This perspective implies that market forces, rather than solely policy, are now the primary drivers of the shift to clean energy, making investments in the sector less dependent on fluctuating political climates.

▶Venture-Backed Supply Chain and Software SolutionsApr 2026

Weiss repeatedly references specific companies backed by Angeleno Group, such as Anza Renewables and IND Technologies, that are using software to solve critical bottlenecks. These platforms streamline the solar component supply chain and provide predictive maintenance for utilities, demonstrating a focus on capital-efficient, high-growth software solutions within the broader energy hardware landscape.

This suggests a strategic investment thesis focused on asset-light software and analytics platforms that can scale rapidly and improve the efficiency of the multi-trillion dollar energy industry.

Source episodes

Timeline

Last Decade (approx. 2014-2024)

Weiss characterizes this period as one of radical cost deflation in clean energy, with solar and storage costs falling over 90% and wind costs falling over 70%.

Present Day

He describes the current state as a paradox: while clean energy economics are superior, the world's primary energy is still over 80% hydrocarbons and the U.S. grid is dangerously old (60-70 years).

2025

Weiss cites this year as a key inflection point where global spending on clean energy ($2.3 trillion) became more than double the amount spent on fossil fuels.

2026

He points to 2026 as the year of a massive capital surge from 'hyperscalers,' who are forecast to spend one trillion dollars, dwarfing traditional utility investment.

Next 15 Years (approx. 2025-2040)

Weiss predicts this upcoming period will see an unprecedented acceleration in electricity demand, with a growth rate 10 times that of the previous 25 years.

By 2050

This is the timeframe for Weiss's long-term prediction that electricity will supplant direct fuel combustion as the majority energy source for the planet.

Suggested prompts

What are the primary technological and regulatory hurdles to achieving Daniel Weiss's prediction of a 10x growth rate in electricity consumption over the next 15 years? &nearr;How does Weiss's focus on venture-backed technology solutions like IND Technologies and Anza Renewables address the systemic, policy-driven challenges of grid modernization? &nearr;What economic or geopolitical events could disrupt the trend of clean energy spending outpacing hydrocarbon spending, as cited by Weiss? &nearr;To what extent is the projected trillion-dollar capex by hyperscalers in 2026 dependent on continued exponential growth in AI capabilities and adoption? &nearr;

Key concepts

Grid Infrastructure 1 ep Renewable Energy Costs 1 ep Hyperscaler Capex 1 ep Predictive Analytics 1 ep Energy Transition 1 ep AI & Data Center Energy Use 1 ep Solar Technology & Supply Chain 1 ep Wildfire Risk 1 ep Energy Storage 1 ep

Notable quotes

“we are going to consume, in terms of growth rates, 10x the number of electrons over the next 15 years that we did over the last 25 years.”

Daniel Weiss · How the World Will Power the Revolution in AI & Data Centers

“in 2025, according to Bloomberg, the world spent two point three trillion dollars in clean energy. That's more than 2x was spent in hydrocarbons or fossil fuels last year.”

Daniel Weiss · How the World Will Power the Revolution in AI & Data Centers

“The hyperscalers are going to spend more money on capex in 2026 than all the investor owned utilities in the United States are projected to spend in the next five years.”

Daniel Weiss · How the World Will Power the Revolution in AI & Data Centers

Report last updated: Apr 21, 2026

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