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Bill Stein

Bill Stein

Aug 18, 2026

10:42
Did you foresee the gold rush or the arms race that was about to happen when you left? Was this imaginable at that point in time? And that's only a few years ago.
10:53
Well, you know, it's kind of interesting.
10:54
I kind of stepped into it almost immediately with my engagement with Crusoe because they were, shortly after that, they were working on the Abilene site.
11:06
And that's an interesting one because phase one was 200 plus megawatts.
11:10
I think it was 206.
11:12
And it seemed like a big deal to us at the time.
11:14
It was $3.33 and a half billion.

46 MINS LATER

56:53
What are the crash opportunities? What are the things in here that won't work or are only going to work for a short period of time?

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