“The way the electricity markets, the spot market is set up, it's basically entirely the opposite of what infrastructure investment requires in that you're selling a commodity product, energy, into a spot market where often its value in any five minutes is zero.”

“When he invests and wants to build conviction, he meets the biggest short seller. The people who have the opposite view, right?”

“$10,000 invested at the time of BWW's IPO in 2003 would now be worth $175,000, a rate of return no one can argue with.”

“NVIDIA spot market notional is $1-3 trillion annually. Divertis market is 10-15×, so we look at $30 trillion potentially.”

“Moving too fast... cut staff right away and they raise prices before they do anything to better the service... we try to do the opposite and we invest in the people first”