Today's episode explores three ideas that caught my attention: It’s weird we measure data centers measured in gigawatts – John’s observation that we tend to discuss data centers based on their power consumption vs their computational output was fascinating – it’s like buying a car based on annual fuel consumption instead of its true utility. Geography drives energy politics – John’s "where you stand depends on where you sit" framework for understanding global energy p...
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Today's episode explores three ideas that caught my attention: It’s weird we measure data centers measured in gigawatts – John’s observation that we tend to discuss data centers based on their power consumption vs their computational output was fascinating – it’s like buying a car based on annual fuel consumption instead of its true utility. Geography drives energy politics – John’s "where you stand depends on where you sit" framework for understanding global energy p...
Special Episode: What Does the Big Beautiful Bill Mean for Angel Investors?
The Diligent Observer Podcast
11 minutes
6 months ago
Special Episode: What Does the Big Beautiful Bill Mean for Angel Investors?
On July 4, 2025, Trump’s “Big Beautiful Bill” was signed into law. Here are the takeaways for angel investors. The Good News R&D expenses can now be deducted immediately instead of spreading over five years. Example: portfolio company spends $1M on research, they get the full tax benefit upfront rather than spreading out $200K annually. This is huge cash flow impact for software, deep tech, and biotech companies.Qualified Small Business Stock (QSBS) exclusion got a serio...
The Diligent Observer Podcast
Today's episode explores three ideas that caught my attention: It’s weird we measure data centers measured in gigawatts – John’s observation that we tend to discuss data centers based on their power consumption vs their computational output was fascinating – it’s like buying a car based on annual fuel consumption instead of its true utility. Geography drives energy politics – John’s "where you stand depends on where you sit" framework for understanding global energy p...
