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Ryan Levine

Ryan Levine

Musical artist

Aug 24, 2026

16:40
What's the relationship with, uh, the publicly traded utilities o- outlook and this notion that a lot of the data centers will kind of bring their own power that won't really link up to the grid?
16:52
So in individual states like Texas, we saw pauses of grid connection process called BattZero.
16:57
It was supposed to come out in August 7th, and now it's delayed most likely until after the election.
17:03
So that's creating an opportunity for bring your own power, islanded behind the meter type solutions that can r- allow the data center to bring power without a reliance on the grid.
17:12
Those have use cases and can play a role in certain states, in certain locations, but the end game is these customers ultimately want the grid connection for the reliability attributes and a lot of other key, key milestones.
18:07
And then in terms of, um, the sensitivity to what's going on in the bond market or what the Fed does, I mean, I guess that's just always the background noise for this group, but how do they, how do you expect they'll trade in relation to all that?
18:18
that?So they've historically traded, uh, correlated with the longer duration interest rates, you know, whether it's treasuries or triple B bonds, and that's been the case the last few months as a part of the driver for the recent underperformance.
18:30
But the companies have shifted more to a growth sector as they've reduced their dividend yields and dividend payouts and, and redeploying that capital into this perceived data center growth opportunity.
9:42
What are you seeing? What are your big projects in Afrat right now? Where are you putting most of your focus?
9:48
A lot of our focus is on a couple of big approaches in mental health space.
9:53
We have a clinic that is an extension.
9:56
It's a project extension of the local council, making it very unique.
9:59
It's not an external provider, which is the vast majority of mental health provisional services are, which means that the needs are that much more immediate and reachable.
10:11
for our constituents.
10:14
That's a program, a center that opened about a year ago and is already at capacity with over 400 applications.
11:23
Solomon's Pool part of Efrad?
4:28
Right
4:28
... drinking water, a lack of sufficient natural sources, resources.
4:32
We here in the Judaean Hills are privileged and lucky, fortunate to have, you know, access to, you know, sufficient quantities of it through the Arub and the Beer aqueducts.
4:43
And the Hasmoneans understood it, and their ingenuity built these collection points here at, at the northern border of Efrat.
4:50
What happened, 1993, when the Oslo Accords were being drawn up and were being designed and the maps were being drawn up, Yitzhak Rabin, Prime Minister Yitzhak Rabin at the time, understood the significance and the historical connection of the Jewish people to these, to these pools, to this nat- to this historical artifact, right, treasure, and insisted they be put into the boundaries of Efrat.
5:11
And the generals at the time circled the words Solomon's Pool- Pools, included them in Efrat, only to not realize that the pools themselves were above that line.
5:20
Those maps got taken to the White House lawn, signed inter- internationally, so there they are zoned as Area A, whereas Efrat is Area C.

7 MINS LATER

12:23
Ah.
4:28
Right
4:28
... drinking water, a lack of sufficient natural sources, resources.
4:32
We here in the Judaean Hills are privileged and lucky, fortunate to have, you know, access to, you know, sufficient quantities of it through the Arub and the Beer aqueducts.
4:43
And the Hasmoneans understood it, and their ingenuity built these collection points here at, at the northern border of Efrat.
4:50
What happened, 1993, when the Oslo Accords were being drawn up and were being designed, and the maps were being drawn up, Yitzhak Rabin, Prime Minister Yitzhak Rabin at the time, understood the significance and the historical connection of the Jewish people to these, to these pools, to this nat- to this historical artifact, right, treasure, and insisted they be put into the boundaries of Efrat.
5:11
And the generals at the time circled the words Solomon's Pool- Pools, included them in Efrat, only to not realize that the pools themselves were above that line.
5:20
Those maps got taken to the White House lawn, signed in- internationally, so there they are zoned as Area A, whereas Efrat is Area C.

7 MINS LATER

12:23
Ah.

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