Episode 4: Drew Marsh – Powering the AI Buildout

For Episode 4 of Barrels to Bytes, Ben Dell, Lloyd Byrne, and John Ordway are joined by Drew Marsh, Chair and Chief Executive Officer of Entergy. The series brings together perspectives from private equity, the sell side, and the buy side to debate the forces shaping energy and commodity markets today. This episode covers everything from: the "aha moment" when hyperscalers stopped asking for megawatts and started asking for gigawatts; why a vertically integrated utility can offer speed to market that fragmented markets can't;whether the compute boom ever slows, and what Jevons paradox has to do with it; how Entergy’s "Fair Share Plus" pledge aims to make data centers a net benefit for existing customers rather than a burden; why gas keeps winningthe generation math while nuclear's timelines collide with a hyperscaler's horizon; and which colorful figures Drew would bring to dinner in New Orleans!