In this episode, we provide an investor's outlook on the Trump administration's $15 billion power plant proposal for tech companies, focusing on the energy market's response to AI demand. We identify investment opportunities and risks in the burgeoning AI energy sector. Chapters 00:00 AI's Power Hunger 01:48 Trump Admin's Plan 10:07 Energy Source Debate 13:30 Accountability for Consumption In this episode, we explore the Trump administration's proposal for tech companies to invest $15 billion in power plants to meet the surging electricity demands of AI and data centers. We also discuss its potential impact on America's power grid, consumer costs, and the national effort to remain competitive in the global AI race. Chapters 00:00 $15 Billion Power Plant Deal 01:48 PJM Grid Operator & Energy Needs 04:44 Alternative Power Solutions 06:45 The Trump  ...