Energy Tech, Convergence, and the Hyperscalers

Podcast: Super-Spiked Podcast · Arjun Murti

Opublikowano: 2026-04-25

We are now recording an audio summary of written posts that we will upload to Apple, Spotify, and YouTube and you can listen to by clicking the button below. This week we expand on the Energy Technology component of our Geopolitical Super Vol framework we introduced last week (here). The massive unmet energy needs of the other seven billion people on Earth were already driving investment in new energy technologies in particular for countries not blessed with sufficient domestic resources like crude oil, natural gas, or coal. A backdrop of structurally increased geopolitical uncertainty and turmoil, in...