3 clips
Equity
The hosts discuss how former Tesla executives like JB Straubel are creating energy companies adjacent to data centers, suggesting Tesla missed opportunities in the energy sector. They predict this trend of Tesla alumni building energy startups will accelerate through 2026.
Kirsten explains the basics of transformers and why data centers still rely on century-old iron core technology. She introduces Heron Power and other companies developing solid state transformers to modernize this critical infrastructure component.
A discussion about how companies adjacent to data centers, particularly energy storage businesses, are experiencing rapid growth driven by AI infrastructure needs. The speaker predicts this trend will accelerate in 2026, citing a former Tesla executive's energy division as an example of this opportunity.
