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In this episode, Zane Curry and Alex Melvin discuss a recent report on the tech sector's energy demands, highlighted by a lecture from former Google CEO Eric Schmidt. The focus is on the unrealistic expectations of meeting energy needs with current renewable technologies and the potential for a shift towards natural gas. The discussion extends to global energy dynamics, touching on the impact of AI on energy demand, the future of nuclear energy, and the competitive landscape between electric vehicles and hybrids. It also delves into current natural gas and oil market conditions, the potential effects of geopolitical tensions in the Middle East, and the implications for energy supply and demand.