S
Swapnil Gandhi
1
APPEARANCES
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Aug 25, 2026
Are We Reading the Water Market Right?
25:51
25:59
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44:43

Swapnil GandhiGUEST
The other thing I was, I was curious about was, um, with nuclear, my general understanding is that the water withdrawal and consumption is pretty high.

Swapnil GandhiGUEST
It's like, um, especially because you can use these coal plants as the same infrastructure, right? You can refit, right, refit the coal plants into nuclear power plants.

Swapnil GandhiGUEST
And the water usage, or, or at least withdrawal, is pretty high, but then you're not actually consuming a lot of it.

Swapnil GandhiGUEST
So what I was curious about is like, is that water withdrawal impactful, right? Like, how important is that to keep in mind? Because for me, like especially from like a Gen Z perspective, um, I think what you were saying about like how people don't like data centers, I think especially for Gen Z in my chronically online era, what I'm seeing a lot of is also just like dislike for AI in general, and that's being translated into dislike for data centers, that being translated into using water as this parrot, parrot point, like talking point.
18 MINS LATER

Reese TisdaleHOST
So they're, they're, they're B2B, but the B2C companies, food and beverage is one, is where it's at.