DD

Dan Dreyfus

Person

Heard in 4 episodes across 2 shows since Jun 2026

Dan Dreyfus is an expert on natural resources and critical minerals. He appeared as a guest on the 'All-In with Chamath, Jason, Sacks & Friedberg' podcast to discuss America's critical minerals crisis.

Episodes

4
across 2 shows

First heard

Jun 2026

Guest appearances

4

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20264
Jul 20260
Aug 20260
Sep 20260
Oct 20260

What Dan Dreyfus has said on podcasts

38 statements

  1. on Electricity demandPositiveJun 12, 2026· All-In with Chamath, Jason, Sacks & Friedberg

    Power demand will sharply accelerate during the emerging technology cycle

    “power demand is going to really start to explode”

    Listen at 14:43

    Open the episode · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
  2. on Electricity marketsNegativeJun 12, 2026· All-In with Chamath, Jason, Sacks & Friedberg

    AI demand is unnecessary for tight power markets over the next 20 years

    “We do not need AI demand to keep the power markets incredibly tight for the next 20 years”

    Listen at 14:57

    Open the episode · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
  3. on Talen EnergyPositiveJun 12, 2026· All-In with Chamath, Jason, Sacks & Friedberg

    Talen trades near $25 billion enterprise value versus $45 billion replacement cost

    “you could probably purchase this company at a $25 billion enterprise value. The replacement cost is 45 billion”

    Listen at 16:14

    Open the episode · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
See all 38 statements →

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

4 episodes featuring Dan Dreyfus, newest first

Dan Dreyfus · PodLume