Will Bezos’ ‘Amazon Helios’ Trigger a Global Market Shock?

“Fusion… unlocks 20 to 100 million times more energy than traditional energy sources like coal or oil or gas,” says Whitney Tilson, lead analyst for Stansberry Investment Advisory and a 2025 New York City mayoral candidate. In a conversation with Daniela Cambone, Tilson shares his conviction that nuclear fusion—what he calls Amazon Helios—will be a revolutionary energy source poised to transform humanity in the coming years.. Fusion is not only ultra-efficient, he explains, but also runs on hydrogen, “the most abundant element in the universe.” He predicts this new energy breakthrough will disrupt the global energy economy and render traditional energy sources like oil, gas, and coal “losers.” Tilson also discusses his political ambitions and his mission to address New York City’s long-standing issues.

Key Facts:
Why Fusion Could Surpass the Industrial Revolution and AI
The energy breakthrough catching the attention of Bezos and Zuckerberg
Whitney Tilson on discovering "Amazon Helios"
What will S&P be headed?

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📖 CHAPTERS:

Chapters:
00:00 The power of nuclear fusion
4:20 Jeff Bezos’ tech bet
5:07 Hydrogen is new fuel
6:14 Who wins in this tech revolution?
7:30 Could Spain’s blackout have been prevented?
9:24 The story behind “Amazon Helios”
9:53 Why Whitney is running for mayor?
11:16 Major issues in NYC
12:46 Direction of S&P