July 21, 2026

AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69

46 minutes

On episode 69 of The Real Eisman Playbook, Steve Eisman sits down with Ben Callo, sustainable energy and mobility analyst at Baird, to explore what may be the most important and least understood constraint on the entire AI trade: the U.S. power grid, which needs to add roughly 30 gigawatts of new capacity per year over the next decade. Ben walks through his top picks in the space, including GE Vernova and Tesla, where the autonomous vehicle and energy storage businesses are the real long-term story despite years of Elon's unkept promises.

00:00 - Intro

01:50 - The Grid Problem

06:45 - Data Centers

10:42 - GE Vernova

14:55 - Nuclear Power

18:00 - Electronic Vehicles

24:10 - Tesla, Self-Driving Cars, & SpaceX Going Public

34:50 - Solar Power

39:53 - Back to Electronic Vehicles

46:34 - Outro

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