Phil Deutch

one-off guest ×0.5 · 6 ideas engaged · 1 episodes · E238 → E238

Chamath Jason Sacks Friedberg Aaron Levie Ben Shapiro Bill Gurley Brad Gerstner Cyan Banister Elon Musk Gavin Baker Joe Lonsdale Keith Rabois Ryan Petersen Thomas Laffont Travis Kalanick

⚠ One-off guest — not scored — only besties and guests heard across 2+ episodes earn scoreboard credit, so this voice has no track record and no skill weight. Their mentions still move conviction, at ×0.5.

live positions

lifetime conviction force · 0 ideas born

2.0

avg strength · 4 dissents

Live book — 0 positions

Nothing live. Every idea he's touched has already resolved.

How he argues

STANCE MIX

oppose 4

support 2

TIER MIX

explicit_prediction 3

sentiment 2

positioning 1

Latest from him

support ×2 explicit_prediction ⚡ US nuclear power buildout gets announced in 2025 E238 · 2025-08-09 ▶ 22:05

So just to give credit where credit's due, I think all the stuff we're seeing on the small modular reactors at some level, owes its renaissance to AI and the energy demands of AI.

support ×2 explicit_prediction ⚡ The US power bottleneck is turbines, transmission and storage, not generation E238 · 2025-08-09 ▶ 23:09

Anthropic just released a paper this month saying, we want 50 gigawatts of power for the AI in America and over the next three years. That's about as much power as was added all this year.

oppose ×2 explicit_prediction ⚡ IRA energy tax credits survive repeal because AI needs the electrons E238 · 2025-08-09 ▶ 58:24

And so the point of this chart is if we really need all we could eat on energy for artificial intelligence, and if artificial intelligence, the race is the, you know, race for national security and dominance in the world. This is saying we're taking a step backwards on this supply.

oppose ×2 positioning ⚡ US SMR buildout stalls on NIMBY and unproven technology E238 · 2025-08-09 ▶ 1:00:38

Yeah, so in the small modular reactor, Gen 4 stuff, we as well as others have investments there. A great company we like called X Energy.

oppose ×2 sentiment 📈 Chinese tech stocks are 2025's best asset E238 · 2025-08-09 ▶ 38:21

And if you didn't control the chop, the thing that made the stamp, you didn't actually control the factory. That is not a long-term recipe for success.

oppose ×2 sentiment 🏛️ Socialism goes national in the US and ratchets taxes and spending higher E238 · 2025-08-09 ▶ 54:57

I don't see that, but if you want to see that, you can, but it will swing back. This country is incredibly resilient, and I have complete faith in that resilience.