In this episode of Bold Names, hosts Tim Higgins and Christopher Mims interview Scott Strazik, CEO of GE Vernova, about the company's role in meeting the exploding demand for energy. Strazik discusses the importance of gas turbines, the factors driving increased electricity demand such as AI and electric vehicles, and GE Vernova's investments in expanding capacity and developing new technologies like small modular nuclear reactors. He addresses concerns about potential bottlenecks and the need for infrastructure development, highlighting the opportunities for data centers to support the grid. The conversation also explores how AI might impact energy efficiency and cost reduction, and Strazik shares his perspective on the current energy landscape compared to the internet boom of the late 90s.
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