Okay, Computer: Range Anxiety with Dan Teran, Max Veggeberg and Eric Owski
RiskReversal Pod
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The IRA and the Demand for Investments
Eric Liu: What did the IRA just, I know these were topics that you already really focused on and invested in. But what did it do for you? Did it crystallize anything? Was there anything specific about where some of these rebates incentives were earmarked towards that led you guys into another direction?" We weren't betting that the IRA would happen. These would have been businesses regardless," he says. "We think now there's just this generational pulling end of the demand curve"
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