Seeking Alpha author Kirk Spano joins Cheddar to discuss his view on the electric vehicle industry and how it relates to the demand for oil. He talks about fracking and the "peak" of the oil plateau.
Spano suggests that fracking is done accelerating and will most likely only produce 10-11 million barrels a day moving forward.
He believes the takeover of electric vehicles may not happen as soon as people expect. He doesn't see families giving up their cars and dropping everything to go electric. He predicts 1 billion EVs will hit the road by 2040. Additionally, Spano believes oil prices will rise a bit and worries that war may drive up the demand.
Big Tech is pouring billions into AI. Ray Wang, CEO of Constellation Research, explains what Meta and Microsoft's earnings reveal about those investments.
Why is the NYC subway platform so hot? One rider built his own sensor network to find out. We explore the geothermal fix the MTA is piloting right now.
As AI demand surges, LT350 is reimagining parking lots as data centers. Founder and CEO Jeff Thramann explains this innovative approach to AI infrastructure.
Deep Fission CEO Liz Muller discusses underground nuclear reactors, powering AI, cutting energy costs, and why the future of clean power may be below ground.
Quantum computing is moving from science fiction to national strategy. Infleqtion CEO Matt Kinsella explains Trump's new executive order and what it means.
Foundation Robotics co-founder Michael LeBlanc explains how humanoid robots are moving from the lab to military and industrial missions and what comes next.
Jeff Burnstein, President of the Association for Advancing Automation (A3), discusses humanoid robots, AI, smart manufacturing, and the future of U.S. industry.
