E175 The Notable and Quotable This Week In Venture And An Interview With Karl Rabago about Data Center Energy

Venture In The South

S4:E175 First, the Notable and Quotable this week in Venture and then an interview with Karl Rabago, an independent Electric Utility and Grid expert. We’ll be talking about energy demand vs supply for data centers and how it can affect the entrepreneurial success of data center developers. Both Hyperscalers and individual entrepreneurs are in a frenzy to develop data centers and both groups rely on developers to solve the problems and to take on the risks of development. It’s created a gold rush of sorts with all the market distortions one might expect in a race for riches. The reward for the Hyperscalers' contract developers is a big payout at completion or even better for owner developers, long term recurring revenue with very attractive margins. It’s become the Wild West of energy. Next week we will be talking about how AI is accelerating robotics into the venture economy to take on manual work. (interview recorded 6.10.25)

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We invite your feedback and suggestions at www.ventureinthesouth.com or email [email protected]. Learn more about RollingSouth at rollingsouth.vc or email [email protected].

Chapters

1. E175 The Notable and Quotable This Week In Venture And An Interview With Karl Rabago about Data Center Energy (00:00:00)

2. The Intro (00:00:12)

3. The AI Bubble Watch (00:01:21)

4. The Quantum Supremacy (00:09:02)

5. Looking Up To SpaceTech (00:10:26)

6. The Venture Economy (00:11:24)

7. The Cryptoverse (00:13:24)

8. The Interview with Karl Rabago on Data Center Energy Demand vs Supply (00:15:19)