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11 results for “platform scaling”
We're addressing a topic today that we've never actually covered in more than a 100 episodes of Dry Powder, and that's infrastructure investing. The need for infrastructure has never been bigger, and there's a huge appetite and openness for private c
0:05 / 1:05
from transcript0:05 – 1:05
And some of that is an evolution of the oldest sector of infrastructure around midstream energy, downstream energy. But you're seeing an increasing amount of greenfield opportunities around helping facilitate the build out, frankly, of everything off
5:18 / 6:20
from transcript5:18 – 6:20
This infrastructure is just aging, and that causes reliability problems and then also just increased cost. If something ages out or breaks and you need to fix it, that gets added to the right base. What we need is more capacity. This is a supply and
24:35 / 25:53
from transcript24:35 – 25:53
So what this means is that the technology industry that's sort of willing this infrastructure into existence fundamentally needs to bring its own power to support that growth, which means massive investments, not just in data centers, but also in the
34:29 / 35:33
from transcript34:29 – 35:33
with, Travis Cavula at NRG, and he was like, I don't know. Like, the amount of just the sheer amount that we're adding to the grid, like, it's gonna be tough. And I don't know how it's all gonna pan out for some of these projects. But what do you see
47:51 / 49:01
from transcript47:51 – 49:01
you're probably looking at two to 3% cap rates, which is tougher. Like, you need a lot to go right to make that work. So we rather build, which takes longer to deploy the capital and is trickier, just because to us, it seems like your returns ought t
15:05 / 16:09
from transcript15:05 – 16:09
As you think about long term systematic trends in aging populations and the requirements there are around serving that ecosystem, there are huge opportunities on that front. Similarly, in education, as you think about moves towards privatization, nee
6:01 / 7:06
from transcript6:01 – 7:06
And we think that's where a lot of the opportunity set is gonna come from as you think about different, basically, new industries or models that are gonna have to spring up in support of some of these huge infrastructure needs. And is that sort of ho
5:11 / 6:21
from transcript5:11 – 6:21
That's a massive change, especially off a huge base, like a 10% is not like a high rate, but the absolute amount of marginal new demand just in, like, electrons or something is crazy. I don't know the consensus super well, but that's mostly from tran
23:51 / 25:05
from transcript23:51 – 25:05
...platform, you're probably looking at two to 3% cap rates, which is tougher. Like, you need a lot to go right to make that work. So we rather build, which takes longer to deploy the capital and is trickier, just because to us, it seems like your retur
14:15 / 15:33
from transcript14:15 – 15:33
...that up, I think, is is key. And and I think it's wise to invest in all types of energy. So We're just scratching the surface on them. You know, the the electric car, the the immigration, and the pressures on systems, And like you just said, data cen
38:07 / 39:17
from transcript38:07 – 39:17
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