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“I think next decade is going to be all about energy. Even Sam Altman from OpenAI talked about the evolution of AI — algorithms run on chips, but ultimately the chips need electricity. The algorithms will get better and better, and chips will get cheaper and cheaper. But at... show more

Shawn Ryan

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118,797 görüntüleme • 1 yıl önce •via X (Twitter)

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Pearlli profil fotoğrafı

Pearlli1 yıl önce

It’s stunning that President Brandon did everything that he could to stunt America's energy production and long term capabilitities. I’m not sure if it’s enough or in time, but at least President Trump has directed his Admin to cut red tape and enable energy supremacy. I pray we have enough time under his leadership to right the ship that the dark powers have worked long and hard to capsize.

MILES 'n MILES of TEXAS profil fotoğrafı

MILES 'n MILES of TEXAS1 yıl önce

... the climate fvck sticks & do-gooders set us how far back!?

Surf Panther profil fotoğrafı

Surf Panther1 yıl önce

Or lack thereof

𝗟𝗶𝗯𝗲𝗿𝗧𝗮𝘀𝗪𝗮𝗿𝗿𝗶𝗼𝗿 profil fotoğrafı

𝗟𝗶𝗯𝗲𝗿𝗧𝗮𝘀𝗪𝗮𝗿𝗿𝗶𝗼𝗿1 yıl önce

That makes total sense.

DCancilla profil fotoğrafı

DCancilla1 yıl önce

Interesting! 🤔

Volfe profil fotoğrafı

Volfe1 yıl önce

Nuclear and Solar

Rutro 🇺🇸 profil fotoğrafı

Rutro 🇺🇸1 yıl önce

Also national security

Chris profil fotoğrafı

Chris1 yıl önce

And we've been doing everything but investing in the best and most economical times.

Barb Ginther profil fotoğrafı

Barb Ginther1 yıl önce

We have energy, an abundance, always have.

Benzer Videolar

.Scott Nolan to Shawn Ryan: Energy Will Decide U.S.-China Race for AI and Economic Dominance "I think the next decade's going to be all about energy. Even Sam Altman from OpenAI had some recent hearing or talk where he talked about just the evolution of AI. You've got algorithms. Algorithms run on chips, but ultimately the chips need electricity. And what he said, if thinking back to this interview, the algorithms are going to get better and better and better and cheaper, and the chips will get cheaper and cheaper, but at the end of the day, you have to get the electrons, and the electrons have a fundamental price, and ultimately it's going to come down to that. I think even the AI, the AI competition between different companies in the U.S., between different countries, it's ultimately going to come back to the electricity production. Next decade, it's going to be all about power production. AI, military, if you think you need kinetics and military, that comes back to manufacturing. If you think economics, we have to have the biggest economy so that we can just have the most productive capacity, energy. Next decade is going to be all about energy, and we've stayed flat for a decade, for 15 years, we haven't done anything, more like 20 years, our grid's been pretty stagnant, and if we want U.S. leadership, it's going to have to grow. I think that's going to be the story we see, and it's going to be about solving different supply chain needs, whether it's fuel, maybe it's transformers, maybe it's transmission, all these things are going to come up. It's going to be chips. We'd have to go back to that chart and see exactly where is China today, where were they before in terms of per capita, but I think a lot of that production, the doubling of their grid relative to our grid, a lot of that's gone into manufacturing. We've shifted manufacturing from the U.S. to overseas. A lot of that's in China now, we've let them do it. A big part of that, people thought was, well, Chinese labor is much cheaper, but a lot of these processes can be automated. And so once you automate it, it just comes back to energy cost. And so China said, let's double our grid. Let's keep going. Let's work on tripling our grid, and we'll do it in the cheapest way possible because we want to win on manufacturing and get all this economic activity over here. Meanwhile, the U.S. has said, we have a bunch of regulations, which are good, and probably some that are unnecessary and have slowed us down, and so we haven't done the growth, and we've been very thoughtful about emissions, environmental impact, carbon. Meanwhile, China's doubling, tripling their grid and has done a lot of that with coal. And so we've shifted manufacturing here that would have been cleaner over there and just probably ended up net producing more carbon than we would have, more pollutants than we would have, and just kind of outsourced that. But as we know, carbon flows everywhere. If you're really worried about carbon emissions, letting China double their grid with coal and move energy-intensive manufacturing there is not actually the answer. The answer is the U.S. has to unblock building here, doing industrial activity, do it cleanly, do it with nuclear or other sources, even natural gas, half the carbon emissions of coal, and the world would be way better off. Their grid doubling hasn't just meant that everyone there has a better quality of life. I think it just means that we've taken a lot of manufacturing from here and done it over there."

.Scott Nolan to Shawn Ryan: Energy Will Decide U.S.-China Race for AI and Economic Dominance "I think the next decade's going to be all about energy. Even Sam Altman from OpenAI had some recent hearing or talk where he talked about just the evolution of AI. You've got algorithms. Algorithms run on chips, but ultimately the chips need electricity. And what he said, if thinking back to this interview, the algorithms are going to get better and better and better and cheaper, and the chips will get cheaper and cheaper, but at the end of the day, you have to get the electrons, and the electrons have a fundamental price, and ultimately it's going to come down to that. I think even the AI, the AI competition between different companies in the U.S., between different countries, it's ultimately going to come back to the electricity production. Next decade, it's going to be all about power production. AI, military, if you think you need kinetics and military, that comes back to manufacturing. If you think economics, we have to have the biggest economy so that we can just have the most productive capacity, energy. Next decade is going to be all about energy, and we've stayed flat for a decade, for 15 years, we haven't done anything, more like 20 years, our grid's been pretty stagnant, and if we want U.S. leadership, it's going to have to grow. I think that's going to be the story we see, and it's going to be about solving different supply chain needs, whether it's fuel, maybe it's transformers, maybe it's transmission, all these things are going to come up. It's going to be chips. We'd have to go back to that chart and see exactly where is China today, where were they before in terms of per capita, but I think a lot of that production, the doubling of their grid relative to our grid, a lot of that's gone into manufacturing. We've shifted manufacturing from the U.S. to overseas. A lot of that's in China now, we've let them do it. A big part of that, people thought was, well, Chinese labor is much cheaper, but a lot of these processes can be automated. And so once you automate it, it just comes back to energy cost. And so China said, let's double our grid. Let's keep going. Let's work on tripling our grid, and we'll do it in the cheapest way possible because we want to win on manufacturing and get all this economic activity over here. Meanwhile, the U.S. has said, we have a bunch of regulations, which are good, and probably some that are unnecessary and have slowed us down, and so we haven't done the growth, and we've been very thoughtful about emissions, environmental impact, carbon. Meanwhile, China's doubling, tripling their grid and has done a lot of that with coal. And so we've shifted manufacturing here that would have been cleaner over there and just probably ended up net producing more carbon than we would have, more pollutants than we would have, and just kind of outsourced that. But as we know, carbon flows everywhere. If you're really worried about carbon emissions, letting China double their grid with coal and move energy-intensive manufacturing there is not actually the answer. The answer is the U.S. has to unblock building here, doing industrial activity, do it cleanly, do it with nuclear or other sources, even natural gas, half the carbon emissions of coal, and the world would be way better off. Their grid doubling hasn't just meant that everyone there has a better quality of life. I think it just means that we've taken a lot of manufacturing from here and done it over there."

Josh Caplan

28,340 görüntüleme • 1 yıl önce

ELON MUSK: "xAI will be the leader, we'll be able to turn on more chips than other people and faster, because we're good at hardware. The current limiting factor that I see in the sort of three to four year time frame is chips. In one day time it's the energy, power production, electricity. It's not clear to me that there's enough usable electricity to turn on all the AI chips that are being made, towards the end of this year. xAI will be able to scale hardware the fastest, and therefore most likely will be the leader."

ELON MUSK: "xAI will be the leader, we'll be able to turn on more chips than other people and faster, because we're good at hardware. The current limiting factor that I see in the sort of three to four year time frame is chips. In one day time it's the energy, power production, electricity. It's not clear to me that there's enough usable electricity to turn on all the AI chips that are being made, towards the end of this year. xAI will be able to scale hardware the fastest, and therefore most likely will be the leader."

DogeDesigner

52,128 görüntüleme • 6 ay önce

Elon Musk: The fundamental limitation on AI is going to be electricity generation. “A few years ago I made a very obvious prediction which is that the limitation on AI will be chips, and it's still chips today. Then, it will be electrical equipment because you need to take power that might be at 300,000 volts, all the way down to 400 volts for the computer. So you need step-down transformers and a lot of them and a lot of cabling and wiring and fuses, it's a lot of transformers, essentially. And the electrical transformer industry is not used to big changes in demand. And then as we solve the transformer shortage, there will be the fundamental electricity generation shortage. We're getting there soon. My guess is people going to start hitting challenges with power generation maybe by middle of next year, end of next year. The question is how many power plants are getting built and how fast can you build a power plant?” CNBC Interview with David Faber, May 20, 2025

Elon Musk: The fundamental limitation on AI is going to be electricity generation. “A few years ago I made a very obvious prediction which is that the limitation on AI will be chips, and it's still chips today. Then, it will be electrical equipment because you need to take power that might be at 300,000 volts, all the way down to 400 volts for the computer. So you need step-down transformers and a lot of them and a lot of cabling and wiring and fuses, it's a lot of transformers, essentially. And the electrical transformer industry is not used to big changes in demand. And then as we solve the transformer shortage, there will be the fundamental electricity generation shortage. We're getting there soon. My guess is people going to start hitting challenges with power generation maybe by middle of next year, end of next year. The question is how many power plants are getting built and how fast can you build a power plant?” CNBC Interview with David Faber, May 20, 2025

ELON CLIPS

428,030 görüntüleme • 1 yıl önce

AI Isn’t the Threat, Refusing to Adapt Is "If you have a job, you can either sit there and say, 'well, this company, all they want to do is be able to replace me with AI.' What a negative place to come from." "I think whatever is going on, companies have to get better. Individual performers have to get better. Managers have to get better, and leaders have to get better. If we don't do that, Vinny, you are right. Everybody, everybody could be replaced if we don't collectively get better."

AI Isn’t the Threat, Refusing to Adapt Is "If you have a job, you can either sit there and say, 'well, this company, all they want to do is be able to replace me with AI.' What a negative place to come from." "I think whatever is going on, companies have to get better. Individual performers have to get better. Managers have to get better, and leaders have to get better. If we don't do that, Vinny, you are right. Everybody, everybody could be replaced if we don't collectively get better."

PBD Podcast

11,195 görüntüleme • 2 ay önce

Elon: 'The Limiting Factor is Chips Now, Power in a Year' "It's not clear to me that there's enough usable electricity to turn on all the AI chips that are being made. Towards the end of this year, the chip output will exceed the ability to turn chips on. Whichever company can scale hardware the fastest will be the leader and XAI will be able to scale hardware the fastest." Source: Cheeky Pint Podcast

Elon: 'The Limiting Factor is Chips Now, Power in a Year' "It's not clear to me that there's enough usable electricity to turn on all the AI chips that are being made. Towards the end of this year, the chip output will exceed the ability to turn chips on. Whichever company can scale hardware the fastest will be the leader and XAI will be able to scale hardware the fastest." Source: Cheeky Pint Podcast

Mario Nawfal

2,737,999 görüntüleme • 6 ay önce

.Secretary Chris Wright: "The American government is doing everything we can to enable the growth of electricity production in this country...AI is going to make electricity more abundant, more reliable, and ultimately more affordable."

.Secretary Chris Wright: "The American government is doing everything we can to enable the growth of electricity production in this country...AI is going to make electricity more abundant, more reliable, and ultimately more affordable."

U.S. Department of Energy

32,891 görüntüleme • 10 ay önce

ELON: "WE'LL HAVE MORE AI CHIPS THAN POWER TO RUN THEM" "The limiting factor for AI deployment is fundamentally electrical power. It's energy. We're seeing the rate of AI chip production increase exponentially, but the rate of electricity being brought online is 5% a year, max. It's clear that we're very soon, maybe even later this year, we'll be producing more chips than we can turn on." Source: Elon Musk

ELON: "WE'LL HAVE MORE AI CHIPS THAN POWER TO RUN THEM" "The limiting factor for AI deployment is fundamentally electrical power. It's energy. We're seeing the rate of AI chip production increase exponentially, but the rate of electricity being brought online is 5% a year, max. It's clear that we're very soon, maybe even later this year, we'll be producing more chips than we can turn on." Source: Elon Musk

Mario Nawfal

40,874 görüntüleme • 6 ay önce

Elon Musk: The real bottleneck for AI is not chips, it is electricity. “If you look at electrical output outside of China, everywhere outside of China, it’s more or less flat. It’s maybe a slight increase, but pretty close flat. China has a rapid increase in electrical output. But if you’re putting data centers anywhere except China, where are you going to get your electricity? Especially as you scale. The output of chips is growing pretty much exponentially, but the output of electricity is flat. So how are you going to turn the chips on? Magical power sources? Magical electricity fairies? It’s harder to build on land than it is in space. It’s harder to scale on the ground than it is to scale in space. But also, you’re going to get about 5 times the effectiveness of solar panels in space versus the ground, and you don’t need batteries. I almost wore my other shirt, which says it’s always sunny in space because you don’t have a day-night cycle or seasonality, clouds, or an atmosphere in space. The atmosphere alone results in about a 30% loss of energy. So, any given solar panels can do about 5 times more power in space than on the ground, and you avoid the cost of having batteries to carry you through the night. So it’s actually much cheaper to do it in space. And my prediction is that it will be by far the cheapest place to put AI. It will be space in 36 months or less, maybe 30 months.” Dwarkesh Podcast, February 5, 2026.

Elon Musk: The real bottleneck for AI is not chips, it is electricity. “If you look at electrical output outside of China, everywhere outside of China, it’s more or less flat. It’s maybe a slight increase, but pretty close flat. China has a rapid increase in electrical output. But if you’re putting data centers anywhere except China, where are you going to get your electricity? Especially as you scale. The output of chips is growing pretty much exponentially, but the output of electricity is flat. So how are you going to turn the chips on? Magical power sources? Magical electricity fairies? It’s harder to build on land than it is in space. It’s harder to scale on the ground than it is to scale in space. But also, you’re going to get about 5 times the effectiveness of solar panels in space versus the ground, and you don’t need batteries. I almost wore my other shirt, which says it’s always sunny in space because you don’t have a day-night cycle or seasonality, clouds, or an atmosphere in space. The atmosphere alone results in about a 30% loss of energy. So, any given solar panels can do about 5 times more power in space than on the ground, and you avoid the cost of having batteries to carry you through the night. So it’s actually much cheaper to do it in space. And my prediction is that it will be by far the cheapest place to put AI. It will be space in 36 months or less, maybe 30 months.” Dwarkesh Podcast, February 5, 2026.

ELON CLIPS

65,484 görüntüleme • 24 gün önce

Elon Musk: Here's what we need to have a fully sustainable energy economy. “There are three elements to a sustainable energy future. One is sustainable energy generation, which is primarily wind and solar. There's also hydro, geothermal. I'm actually pro-nuclear. I think nuclear is fine. But it's going to be primarily solar and wind as the primary generators of energy. The second part is you need batteries to store the solar and wind energy, because the sun doesn't shine all the time, the wind doesn't blow all the time. So it's a lot of stationary battery packs. And then you need electric transport. So electric cars, electric planes, boats. And ultimately we can have a fully sustainable energy economy. And it's those three things: solar/wind, stationary battery pack, electric vehicles. So then what are the limiting factors on progress? The limiting factor really will be battery cell production. So that's going to really be the fundamental rate driver.” Source: TED, April 14, 2022.

Elon Musk: Here's what we need to have a fully sustainable energy economy. “There are three elements to a sustainable energy future. One is sustainable energy generation, which is primarily wind and solar. There's also hydro, geothermal. I'm actually pro-nuclear. I think nuclear is fine. But it's going to be primarily solar and wind as the primary generators of energy. The second part is you need batteries to store the solar and wind energy, because the sun doesn't shine all the time, the wind doesn't blow all the time. So it's a lot of stationary battery packs. And then you need electric transport. So electric cars, electric planes, boats. And ultimately we can have a fully sustainable energy economy. And it's those three things: solar/wind, stationary battery pack, electric vehicles. So then what are the limiting factors on progress? The limiting factor really will be battery cell production. So that's going to really be the fundamental rate driver.” Source: TED, April 14, 2022.

ELON CLIPS

12,928 görüntüleme • 1 ay önce

ELON WARNS OF THE REAL AI BOTTLENECK Even with the sun, efficiency still matters. AI is hitting physical limits. Why? Everything is going to go electric. AI is going to explode. Electricity output will have to TRIPLE. The grid isn’t ready, and one bad peak could mean a blackout. Utilities need to build power and add batteries, or expect CHAOS. This is an AI is an energy race.️

ELON WARNS OF THE REAL AI BOTTLENECK Even with the sun, efficiency still matters. AI is hitting physical limits. Why? Everything is going to go electric. AI is going to explode. Electricity output will have to TRIPLE. The grid isn’t ready, and one bad peak could mean a blackout. Utilities need to build power and add batteries, or expect CHAOS. This is an AI is an energy race.️

Mario Nawfal

51,787 görüntüleme • 6 ay önce

Trump understands what’s coming. The United States is going to lead the world in AI and robotics, especially humanoid robots, bc of Elon. Whoever leads humanoid robots and AI will define the next industrial era, and America has the pole position with Tesla. “Get somebody to start those robots and you’re going to have to improve the robots. But we’re going to have robotic factories plus manpower. So we’re going to have enough. We’re going to need the help of robots and other forms of, I guess you could say, employment. We’re going to be employing a lot of artificial things. But the beauty is we’re going to have more jobs than we’ve ever had.” - Donald Trump

Trump understands what’s coming. The United States is going to lead the world in AI and robotics, especially humanoid robots, bc of Elon. Whoever leads humanoid robots and AI will define the next industrial era, and America has the pole position with Tesla. “Get somebody to start those robots and you’re going to have to improve the robots. But we’re going to have robotic factories plus manpower. So we’re going to have enough. We’re going to need the help of robots and other forms of, I guess you could say, employment. We’re going to be employing a lot of artificial things. But the beauty is we’re going to have more jobs than we’ve ever had.” - Donald Trump

Teslaconomics

134,275 görüntüleme • 7 ay önce

Professor Jiang: “The AI bubble is about to burst, which means they are about to engineer a financial crisis in America. In a year’s time you’ll have massive unemployment, you’ll have stock market collapse around the world. Companies will be going bankrupt, it’ll be super expensive to fly, there will be energy lockdowns all around the world, and that I think will be the biggest story of 2027.”

Professor Jiang: “The AI bubble is about to burst, which means they are about to engineer a financial crisis in America. In a year’s time you’ll have massive unemployment, you’ll have stock market collapse around the world. Companies will be going bankrupt, it’ll be super expensive to fly, there will be energy lockdowns all around the world, and that I think will be the biggest story of 2027.”

AutisticClips

55,205 görüntüleme • 1 ay önce

Jeff Bezos reveals why he thinks AI will cause a labor shortage, not mass unemployment "There's so many people who are afraid AI is going to take their job. I think there's going to be a labor shortage as a result" "All these smart people keep saying there's going to be no more radiologists because AI can read X-rays better, no more software engineers because AI can program better. These people are wrong" "What's really going to happen is it's going to elevate all of these people. You've been digging out a basement with a shovel, and somebody is about to hand you a bulldozer" "We're going to have so much productivity that a lot of people with two-earner income households, one of them is going to drop out of the workforce" "I predict we will actually have deflation of certain core things. Food will get cheaper and housing construction will get cheaper"

Jeff Bezos reveals why he thinks AI will cause a labor shortage, not mass unemployment "There's so many people who are afraid AI is going to take their job. I think there's going to be a labor shortage as a result" "All these smart people keep saying there's going to be no more radiologists because AI can read X-rays better, no more software engineers because AI can program better. These people are wrong" "What's really going to happen is it's going to elevate all of these people. You've been digging out a basement with a shovel, and somebody is about to hand you a bulldozer" "We're going to have so much productivity that a lot of people with two-earner income households, one of them is going to drop out of the workforce" "I predict we will actually have deflation of certain core things. Food will get cheaper and housing construction will get cheaper"

Jaynit

506,576 görüntüleme • 2 ay önce

ChatGPT CEO Sam Altman speaks about our future in San Francisco, California “You will have no freedom, you will have no agency. It will be a perfect surveillance state. There will be no privacy. And that's what you're going to get — You'll just kind of live at the service of the AI giving you material wealth” So they expect us to give up all privacy, all freedom, be under constant surveillance, be at the mercy of their AI at all times but in exchange we’ll have a bunch of material junk…. No thanks

ChatGPT CEO Sam Altman speaks about our future in San Francisco, California “You will have no freedom, you will have no agency. It will be a perfect surveillance state. There will be no privacy. And that's what you're going to get — You'll just kind of live at the service of the AI giving you material wealth” So they expect us to give up all privacy, all freedom, be under constant surveillance, be at the mercy of their AI at all times but in exchange we’ll have a bunch of material junk…. No thanks

Wall Street Apes

325,884 görüntüleme • 16 gün önce

Dojo 2, Dojo 3 Chips and AI5 Chips Are Critical for Tesla and Battle for Future of AI. Tesla and XAI are buying about one million AI GPUs this year. This would be about 20% of the entire Nvidia production of B200/B300 chips that will be made in 2025. If XAI were to buy a mix of half Dojo 2/3 chips in 2025 and 2026 this could make them bigger than AMD. AMD is making about 400,000 AI GPU chips. Tesla will switch to AI5 chips for driving its cars but those chips will also act as inference chips with about 500 Teraflops of compute. Tesla could make 3-4 million AI5 chips in 2026. This would make Tesla the largest maker and user of AI inference chips in the world. Tesla could become the number 2 maker of AI training chips just by supplying a lot of those chips to XAI and Tesla internal use. Tesla is and will be the number one maker and user of AI inference chips. Sawyer Merritt Elon Musk Randy Kirk Herbert Ong Warren Redlich - Chasing Dreams 🇺🇸 Ale𝕏andra Merz 🇺🇲 Ray Emmet Peppers Bradford Ferguson

Dojo 2, Dojo 3 Chips and AI5 Chips Are Critical for Tesla and Battle for Future of AI. Tesla and XAI are buying about one million AI GPUs this year. This would be about 20% of the entire Nvidia production of B200/B300 chips that will be made in 2025. If XAI were to buy a mix of half Dojo 2/3 chips in 2025 and 2026 this could make them bigger than AMD. AMD is making about 400,000 AI GPU chips. Tesla will switch to AI5 chips for driving its cars but those chips will also act as inference chips with about 500 Teraflops of compute. Tesla could make 3-4 million AI5 chips in 2026. This would make Tesla the largest maker and user of AI inference chips in the world. Tesla could become the number 2 maker of AI training chips just by supplying a lot of those chips to XAI and Tesla internal use. Tesla is and will be the number one maker and user of AI inference chips. Sawyer Merritt Elon Musk Randy Kirk Herbert Ong Warren Redlich - Chasing Dreams 🇺🇸 Ale𝕏andra Merz 🇺🇲 Ray Emmet Peppers Bradford Ferguson

nextbigfuture

23,809 görüntüleme • 1 yıl önce

#WATCH | Delhi: #IndiaAImpactSummit2026 | CEO of OpenAI, Sam Altman says, "It is amazing to be here, obviously the work happening in India and the adoption of AI is leading the world, and I can't wait to see what goes next. This will be one of the biggest markets for AI in the world, and I think India will have a huge amount of influence... It (AI) will definitely impact the job market, but we always find new things to do, and I have no doubt we will find lots of better ones this time."

#WATCH | Delhi: #IndiaAImpactSummit2026 | CEO of OpenAI, Sam Altman says, "It is amazing to be here, obviously the work happening in India and the adoption of AI is leading the world, and I can't wait to see what goes next. This will be one of the biggest markets for AI in the world, and I think India will have a huge amount of influence... It (AI) will definitely impact the job market, but we always find new things to do, and I have no doubt we will find lots of better ones this time."

ANI

242,416 görüntüleme • 5 ay önce

Wab Kinew on national unity: "Premier Ford and I, we're going to have our back and forth about canola and EVs. We're going to have our back and forth about Crown Royal. But at the end of the day, neither one of us is ever going to doubt the other's patriotism."

Wab Kinew on national unity: "Premier Ford and I, we're going to have our back and forth about canola and EVs. We're going to have our back and forth about Crown Royal. But at the end of the day, neither one of us is ever going to doubt the other's patriotism."

Scott Robertson

75,383 görüntüleme • 6 ay önce

Sam Altman says "people will lose jobs" to AI and "not everyone's going to like all of the impacts, but this is coming. This is a scientific achievement of humanity that is going to get embedded in everything we do," per tsarnick.

Sam Altman says "people will lose jobs" to AI and "not everyone's going to like all of the impacts, but this is coming. This is a scientific achievement of humanity that is going to get embedded in everything we do," per tsarnick.

unusual_whales

2,431,448 görüntüleme • 1 yıl önce

Former BlackRock fund manager Ed Dowd on students booing AI: "[The] sales pitch seems to be white collar jobs are going to disappear in 18 months. We need your electricity and your water. Good luck" "That's not a good pitch" "Executives actually say this" "I think the constraining factor [for AI buildout] is electrons, water, and social acceptability of this. And there's going to be a lot of fights. So it's all coming to a head" This clip of Dowd (Edward Dowd), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from a discussion with Adam Taggart (Adam Taggart) posted to YouTube on May 21, 2026. ----------------Partial transcription of clip--------------- "I've already seen the AI bulls come out and defend the students booing. They say the same sentiment occurred around the Internet, which I was there. It did not. No one was booing anybody talking about the Internet... So that did not happen. "They got a marketing sales pitch problem and I pointed this out on X. Their sales pitch seems to be white collar jobs are going to disappear in 18 months. We need your electricity and your water. Good luck. That's not a good pitch. "These executives actually say this. Now part of the reason I don't think the AI bubble is going to continue is because there actually is a shortage of, you know, capacity to run these data centers and there's not enough water to do it. So they're running into, running into opposition. "So I'm of the opinion Capex is going to be scaled back as they realize they can't plug into anything. And there's somebody on X, who's an analyst who's running around the country looking at all the data centers. And he said you'd be surprised at how many of them are not completed yet. "So there seems to be this, all this future Capex announcements, but then the actual going in the ground, getting it up and running is not as fast as people think. And that's the bottleneck and that's how you end up with like a ton of, inventory of Nvidia chips and everything that you can't deploy it. So it's sitting in a warehouse. "And you don't even need, and you don't need to order any more Nvidia chips. I think the constraining factor is electrons, water and social acceptability of this. And there's going to be a lot of fights. So it's all coming to a head."

Former BlackRock fund manager Ed Dowd on students booing AI: "[The] sales pitch seems to be white collar jobs are going to disappear in 18 months. We need your electricity and your water. Good luck" "That's not a good pitch" "Executives actually say this" "I think the constraining factor [for AI buildout] is electrons, water, and social acceptability of this. And there's going to be a lot of fights. So it's all coming to a head" This clip of Dowd (Edward Dowd), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from a discussion with Adam Taggart (Adam Taggart) posted to YouTube on May 21, 2026. ----------------Partial transcription of clip--------------- "I've already seen the AI bulls come out and defend the students booing. They say the same sentiment occurred around the Internet, which I was there. It did not. No one was booing anybody talking about the Internet... So that did not happen. "They got a marketing sales pitch problem and I pointed this out on X. Their sales pitch seems to be white collar jobs are going to disappear in 18 months. We need your electricity and your water. Good luck. That's not a good pitch. "These executives actually say this. Now part of the reason I don't think the AI bubble is going to continue is because there actually is a shortage of, you know, capacity to run these data centers and there's not enough water to do it. So they're running into, running into opposition. "So I'm of the opinion Capex is going to be scaled back as they realize they can't plug into anything. And there's somebody on X, who's an analyst who's running around the country looking at all the data centers. And he said you'd be surprised at how many of them are not completed yet. "So there seems to be this, all this future Capex announcements, but then the actual going in the ground, getting it up and running is not as fast as people think. And that's the bottleneck and that's how you end up with like a ton of, inventory of Nvidia chips and everything that you can't deploy it. So it's sitting in a warehouse. "And you don't even need, and you don't need to order any more Nvidia chips. I think the constraining factor is electrons, water and social acceptability of this. And there's going to be a lot of fights. So it's all coming to a head."

Sense Receptor

68,409 görüntüleme • 2 ay önce

🚨🇨🇳🇺🇸 TRUMP: CHINA IS GOING TO TALK WITH NVIDIA ABOUT U.S. CHIP DEALS “We did discuss chips, and he’s going to be talking to Nvidia and others about taking chips. Look, we make great chips and Nvidia’s the leader, and I’ll be speaking to Jensen from Nvidia, but they’re going to be discussing that with Nvidia to see whether or not they can do it. I said, that’s really between you and Nvidia.” Source: The White House

🚨🇨🇳🇺🇸 TRUMP: CHINA IS GOING TO TALK WITH NVIDIA ABOUT U.S. CHIP DEALS “We did discuss chips, and he’s going to be talking to Nvidia and others about taking chips. Look, we make great chips and Nvidia’s the leader, and I’ll be speaking to Jensen from Nvidia, but they’re going to be discussing that with Nvidia to see whether or not they can do it. I said, that’s really between you and Nvidia.” Source: The White House

Mario Nawfal

240,579 görüntüleme • 9 ay önce