AI, power demand, capital discipline, and the next phase of the energy market.

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As power demand rises and capital returns to a broader set of opportunities, investors are reassessing how value is created across the energy market.

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In this episode, PhiCap co-founders Jeff Slotterback and Brian Begley discuss the forces shaping energy investment today, from AI-driven demand and policy shifts to capital discipline, execution risk, and the opportunities emerging across storage, efficiency, methane, and infrastructure.

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Explore where the market is headed and what investors and founders should be thinking about now.

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Watch the Video here.