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Eric Rubenstein

Researcher

Jul 29, 2026

11:38
Is that what you're saying?
11:40
Um, well, I don't know if it's any technology that can sell into a data center 'cause it feels like a lot of companies have shifted toward positioning themselves as we can also address a data center.
11:51
Uh, so an example of that would be, like, a lot of hydrogen companies, because the hydrogen market, uh, kinda dried up on the investment side, a lot of the hydrogen companies, this might've been about a year, year and a half ago, started positioning themselves as, "Oh, we can also power data centers," or, "We can pow- we are powering data centers." Uh, but The reality is it's, they, a lot of, at least there's a segment of that green hydrogen at least would need a really low energy price in order to make that work in any sort of scale, and that's part of the, the issue, uh, anyway.
12:23
But, uh, being that you need low energy prices, uh, you'd still need a power plant or something in order to power them that would have to be there.
12:30
So it's not the, the most obvious, to me at least, not the most obvious power source for a data center, but they're positioning themselves as that.
12:39
But yeah, but data centers are, are an important customer now because they can be higher paying, uh, than others.
12:45
They, they have a real need.
17:13
So what did your experience in energy and commodities trading teach you that maybe a Silicon Valley investor might not know?
7:30
Uh, [laughs] talk about shoot around, because you, you kinda knew something was coming, right?
7:38
Well, during shoot around, you know, I got there early.
7:40
Um, it's called bench warmers, you know.
7:42
Um, you know, I watch all the guys warm up, and during warmups Tyler was shooting around and he was knocking down everything.
7:48
Um, maybe h- I think I witnessed him hit 15 threes in a row.
7:51
He looked good, and then at some point he, he was speaking with, you know, with Coach Quinn and a couple of the other guys.
7:57
He said, uh, "I, I don't think I'm gonna play tonight." And I said...

20 MINS LATER

27:34
Uh, so tell people, uh, how you got good at your job and how they can find you.

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