This podcast features a blend of interview and co-hosted segments. The first half is an interview discussing the newly announced Stargate AI venture, a $500 billion project involving Oracle, SoftBank, OpenAI, and others, focusing on the roles of each company and the lack of detailed information surrounding the project's goals. The second half shifts to a discussion of GE Aerospace's strong first-year results as a standalone company, highlighting its 19% revenue growth and the "razor and blade" business model. The discussion includes analysis of the company's financial performance and its position in the aerospace industry. Finally, the podcast concludes with a discussion of the challenges facing the rooftop solar industry and the performance of Enphase Energy, a microinverter manufacturer, in light of changing regulations and economic conditions. The hosts offer insights into the financial implications of these regulatory changes for investors.
