All episodes of In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen · 2026-11-06 · 10 min · 1,751 words

Friday Wrap-Up: Nuclear, Batteries and Reflections from New York

Listen to the original audio · Transcribed with NVIDIA Parakeet · Why times can differ in your player

Hi everyone. And welcome back to a Friday wrap up. I'm Still Martis Guy. And I'm Nikola Tanyan, and today from New York. So this week you spoke to John Ketcham, CO of Next Era Energy, which you call the world's most valuable power company. So

For years power demand in the US was flat. And now John expected to grow sixfold by mid twenty forty. Driven by AI. Next era is one of those company who has profited greatly from this, right?

It's very interesting because the whole uh energy space was really a boring space in the past, you know? Flat as a pancake. And now suddenly because of increased demand for electricity and energy worldwide. These companies are growing really, really fast. And it's the grid, but it's also the energy gener generation. And next era is

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