Why Big Energy Companies Missed This

That's a good question. I feel like it's the very much the classic startup story of the large incumbents move very slowly. They're highly bureaucratic. All it takes is one disruptive team to come in and, and take over, you know, and really the biggest

thing is there's never been a time like today because the demand is so incredibly clear for power. And the biggest thing is with, you know, everything AI, it powers the limiting factor for AI.

So that's something really important as we talk to all these hyperscalers and data centers. But the reason I bring this up,