AI’s boom runs on electrons
29:22–30:31 · 69s
Nat compares historic U.S. capex booms and argues AI is unique because it first and foremost demands massive energy, flipping the usual order to money creating demand for energy.
29:22–30:31 · 69s
Nat compares historic U.S. capex booms and argues AI is unique because it first and foremost demands massive energy, flipping the usual order to money creating demand for energy.
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