TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

kr sridhar

T2 · manager / operator

Founder, chairman and CEO of Bloom Energy, a company that develops solid-oxide fuel-cell systems for on-site power generation.

2 calls·2 names·100% bull·last heard last month·20VC
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$BEBloom Energyposition

Bloom Energy CEO: AI-driven electricity demand creates $5.5T market opportunity for distributed solid oxide fuel cells

AI is manufacturing intelligence for the first time in history, making electricity the single largest input cost; Bloom's modular solid oxide fuel cells deliver power to the edge faster than grid infrastructure, with 55-day deployment vs 12-18 months for traditional plants, and the company's $20B backlog reflects hyperscaler demand for reliable, scalable, clean power.

20VC2026-06→
2ndhigh conviction
$ORCLOracle

Oracle validates Bloom Energy with 50+ MW deployment in 55 days for Utah data center

Oracle chose Bloom's solid oxide fuel cells after a 55-day emergency deployment proved superior reliability, modularity, and fast ramp capability vs turbines; the win demonstrates hyperscaler preference for purpose-built digital infrastructure over mechanical-age power.

20VC2026-06→

most discussed · click a bar to filter

recurring themes

2 total
$ORCL
···
Oracle
HIGHkr sridhar·20VC·last month
Oracle validates Bloom Energy with 50+ MW deployment in 55 days for Utah data center
Oracle chose Bloom's solid oxide fuel cells after a 55-day emergency deployment proved superior reliability, modularity, and fast ramp capability vs turbines; the win demonstrates hyperscaler preference for purpose-built digital infrastructure over mechanical-age power.
"there was a data center in Utah that was being built and had to come online for Oracle's customer and the power systems were delayed. So they came to us and said can you give us a…"
45:19
$BE
···
Bloom Energy
HIGHkr sridhar·20VC·last month· position
Bloom Energy CEO: AI-driven electricity demand creates $5.5T market opportunity for distributed solid oxide fuel cells
AI is manufacturing intelligence for the first time in history, making electricity the single largest input cost; Bloom's modular solid oxide fuel cells deliver power to the edge faster than grid infrastructure, with 55-day deployment vs 12-18 months for traditional plants, and the company's $20B backlog reflects hyperscaler demand for reliable, scalable, clean power.
"electricity in the world is a $5.5 trillion market uh last year our revenues were 2 billion right so we need to catch up... power at the edge is coming, is going to be dominant, a…"
29:19