Viral Topic: The Urgency of Climate Adaptation
Quote: "That is not a carbon story. That is just a adaptation story. Right? And we're seeing it, we're seeing it in the Southwest, we're seeing it in Arizona and Phoenix, we're seeing it in the Pacific Northwest, we're seeing it in the Northeast."

Viral Topic: Innovative Insurance for Power Outages
"And so Adaptive is really a data business that's underwriting data and in weather and climate and disruptions in business, whether that's supply chain, whether that's transportation, whether that's electricity deliver deliverability and, or power quality and basically creates insurance products and risk management products to help mitigate the, the economic losses associated with those events."

Viral Topic: Data Centers as the Next Energy Companies: "We were moving away from just power being a cost center and now power being a competitive advantage."

Viral Topic: The Power of Thematic Sprints in Business Innovation
"We call it thematic sprints or deep exploration. Those deep explorations result in very detailed white papers and very detailed research analytics and report not just about the technology but about the business, about the addressable market, about the ability to scale quickly, about the ability to pull forward opportunity, competitive landscape, where the world will be in a year and where the world we think will be in 10 years."

Viral Shifts in Energy Economics: "That was a disruption that changed the market, that changed the economics of power, that changed the economics of nuclear, that changed where you build power plants, how you build power plants."

Viral Topic - Navigating Disruption in a Changing World: "Obviously disruption happens faster than people realize, right? You're, when you're in, when you're in it, you don't realize it's being disrupted. It's our job to identify and look around corners."

Viral Topic: The Fast-Changing Landscape of Electric Transportation: "The world is constantly shifting and so when we first started there was a lot of work talking about electrification of transportation, consumers going to go fully electric and the world has changed somewhat in that scenario."

Title: The Convergence of Opportunities in Infrastructure and Technology
Quote: "It's the convergence of all of those things make this the, what we believe is the biggest opportunity to, that we've seen in the last hundred years for investment building businesses."

Viral Topic: The New Space Race of AI
"The landscape of the United States is going to change because of this. And so, and when we're talking about, you know, when people talk about existential threats of, of not having enough of, of this supply, then think about all the business models that will fall out from that and just you can go back to historical, you know, historical parts of the United States like when we were, when it was the Cold War, the space race. Think about how many industries came out of that. We're in that moment now. That's, that's the big, that's the big aha moment that we, that we were, that we had when we started."

Viral Topic: Surviving in Commodity Markets
"In many cases they don't realize the market that they're in is a commodity market. And so unless you're cheaper and better and faster and more efficient, someone else will deliver that unit of power, that unit of natural gas, that unit of oil, that unit of fuel."