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Tyler Rosenlicht
conversational on Odd Lots
Books, people, and resources mentioned in this episode.

The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up

This Is What It Takes to Get a Data Center Financed

Travis Kavulla Explains Why Electric Bills Shot Up

Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One

War in Iran Is Already Reshaping East Asia's Energy Future
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