Keep pulling the thread on Daniel Weiss.
Vistra, a Texas-based independent power producer, had the third fastest-growing stock in the world last year, outperforming NVIDIA.
Steve Westly asserts that Anthropic and OpenAI are the two fastest-growing companies in human history.
ChatGPT reached 100 million users in two months, significantly faster than the iPhone (4 years), the Internet (7 years), and television (38.5 years).
BYD is producing an $18,000 electric vehicle, a price point that Western legacy automakers cannot currently match.
Waymo is the first company in the world to receive full regulatory approval for autonomous freeway driving.
Waymo is expanding its autonomous vehicle services into London, Tokyo, and New York City.
Solar power accounts for 51% of all new energy generation capacity being built this year.
Daniel Weiss predicts that the growth rate of electricity consumption over the next 15 years will be 10 times the growth rate seen over the past 25 years.
Global spending on clean energy reached $2.3 trillion in 2025, more than double the amount spent on hydrocarbons, according to Bloomberg.
Hyperscalers are predicted to spend one trillion dollars on capital expenditures in 2026, according to forecasts from firms like Goldman Sachs.
The capital expenditures of hyperscalers in 2026 alone are projected to exceed the total capex of all investor-owned utilities in the United States over the next five years.
The cost of installing solar power has fallen from $78 per watt several decades ago to 20 cents per watt today, with expectations it will drop to 10 cents.