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There's really two issues going on across the country regarding data centers because we have no power left on the grid, and so everybody knows that. It's a, it's been a national story for two years now. We have fallen behind our adversary, China, in developing new sources of...

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Kevin O'Leary aka Mr. Wonderful

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17,223 görüntüleme • 2 ay önce •via X (Twitter)

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I think the fact is there are only going to be four or five of these companies that are able to raise the billions required to build the infrastructure to support these models. It's a global competition, and particularly against the Chinese right now because they're trying to beat us on AI, because the country with the best AI is gonna win all the wars. That's what's gonna happen. I think at the end of the day you want diversification in your portfolio, not just one stack. For me, I'm playing the picks and shovels. I'm building energy because you need energy for this stuff, and I'm building data centers. Now, there are different things, but right now we need more electrical power in this country beyond just data centers. We just need power because we got a booming economy.
2:33

I think the fact is there are only going to be four or five of these companies that are able to raise the billions required to build the infrastructure to support these models. It's a global competition, and particularly against the Chinese right now because they're trying to beat us on AI, because the country with the best AI is gonna win all the wars. That's what's gonna happen. I think at the end of the day you want diversification in your portfolio, not just one stack. For me, I'm playing the picks and shovels. I'm building energy because you need energy for this stuff, and I'm building data centers. Now, there are different things, but right now we need more electrical power in this country beyond just data centers. We just need power because we got a booming economy.

Kevin O'Leary aka Mr. Wonderful

12,942 görüntüleme • 2 ay önce

CHAMATH: ELON IS BUILDING THE MOST POWERFUL AI STACK ON EARTH “They are the closest to having that vertically integrated stack that I spoke about. I think that Tesla has the best vision models now; with xAI, they'll have one of the best LLMs and reasoning models, and they'll be able to eventually stick that on Dojo. And then that will be in all of the physical AI that you will interact with in your daily life; whether it's a robot, or whether it's a car, or whether it's a Robotaxi.” Source: The All-In Podcast, Chamath Palihapitiya, @jason
1:04

CHAMATH: ELON IS BUILDING THE MOST POWERFUL AI STACK ON EARTH “They are the closest to having that vertically integrated stack that I spoke about. I think that Tesla has the best vision models now; with xAI, they'll have one of the best LLMs and reasoning models, and they'll be able to eventually stick that on Dojo. And then that will be in all of the physical AI that you will interact with in your daily life; whether it's a robot, or whether it's a car, or whether it's a Robotaxi.” Source: The All-In Podcast, Chamath Palihapitiya, @jason

Mario Nawfal

57,594 görüntüleme • 1 yıl önce

Chamath: Tesla and Google are best positioned to win AI because they are building the full-stack Jason: "The game here is who wins the AI prize five years from now?" "Chamath, who's your number one and number two?" Chamath: " Tesla's one and Google's two." "And the reason is because they are the closest to having that vertically integrated stack that I spoke about." TESLA 1⃣ "I think that Tesla has the best vision models." "Now with xAI, they'll have one of the best LLMs and reasoning models." "And they'll be able to eventually stick that on Dojo." "And then all of that will be in all of the physical AI that you will interact with in your daily life." "Whether it's a robot, or whether it's a car, or whether it's a Robotaxi. So that's number one." GOOGLE 2⃣ "And then number two, for many of the same reasons, I think Google." "Because you'll have the Gemini family of models, which just absolutely kick ass." "Like Veo 3, which we haven't really spoke about, is gonna destroy Hollywood in the next year, like Hollywood is done, I think." "But they're landing model after model." "They have the TPU, and the next generation TPU I think is exceptional." "They're baking quantum." "And then they have an entire funnel of billions of people that they can direct experiences to." "So Tesla one, Google two."
1:04

Chamath: Tesla and Google are best positioned to win AI because they are building the full-stack Jason: "The game here is who wins the AI prize five years from now?" "Chamath, who's your number one and number two?" Chamath: " Tesla's one and Google's two." "And the reason is because they are the closest to having that vertically integrated stack that I spoke about." TESLA 1⃣ "I think that Tesla has the best vision models." "Now with xAI, they'll have one of the best LLMs and reasoning models." "And they'll be able to eventually stick that on Dojo." "And then all of that will be in all of the physical AI that you will interact with in your daily life." "Whether it's a robot, or whether it's a car, or whether it's a Robotaxi. So that's number one." GOOGLE 2⃣ "And then number two, for many of the same reasons, I think Google." "Because you'll have the Gemini family of models, which just absolutely kick ass." "Like Veo 3, which we haven't really spoke about, is gonna destroy Hollywood in the next year, like Hollywood is done, I think." "But they're landing model after model." "They have the TPU, and the next generation TPU I think is exceptional." "They're baking quantum." "And then they have an entire funnel of billions of people that they can direct experiences to." "So Tesla one, Google two."

The All-In Podcast

7,918,937 görüntüleme • 1 yıl önce

DAVID SACKS ON THE AI RACE: "The US is currently in an AI race, and our chief global competition is China, obviously. They're the only other country that has the talent, the resources, and the technology expertise to basically beat us in AI. And I think whoever wins this AI race, that's going to have tremendous ramifications for both our economy and our national security. Clearly, we want the US to be the winner, just like we were with the internet, and every other technology revolution before that […] We know that to win this AI race, we have to be the most innovative. You can't regulate your way just to beating your competitor. You have to out-innovate them. And we know that in the United States, the innovation comes from the private sector, not the government. So we have to do everything we can to help our companies win, to help them be innovative, and that means getting a lot of red tape out of the way… We have to have the most AI infrastructure in the US. It has to be the easiest place to build it. All of the new data centers that are going in, they require tremendous power, so getting ahead of the curve on energy, making sure we stand up all of this new infrastructure we're going to need to basically produce these AI factories… We want the US technology stack to dominate globally. We want to be the partner of choice for the whole world… I think everyone in Silicon Valley understands that the way that you win a technology race is to have the biggest ecosystem […] You just want everybody to be building on top of your technology stack, and that's what we want for the United States." David Sacks w/Marc Benioff Dreamforce
2:15

DAVID SACKS ON THE AI RACE: "The US is currently in an AI race, and our chief global competition is China, obviously. They're the only other country that has the talent, the resources, and the technology expertise to basically beat us in AI. And I think whoever wins this AI race, that's going to have tremendous ramifications for both our economy and our national security. Clearly, we want the US to be the winner, just like we were with the internet, and every other technology revolution before that […] We know that to win this AI race, we have to be the most innovative. You can't regulate your way just to beating your competitor. You have to out-innovate them. And we know that in the United States, the innovation comes from the private sector, not the government. So we have to do everything we can to help our companies win, to help them be innovative, and that means getting a lot of red tape out of the way… We have to have the most AI infrastructure in the US. It has to be the easiest place to build it. All of the new data centers that are going in, they require tremendous power, so getting ahead of the curve on energy, making sure we stand up all of this new infrastructure we're going to need to basically produce these AI factories… We want the US technology stack to dominate globally. We want to be the partner of choice for the whole world… I think everyone in Silicon Valley understands that the way that you win a technology race is to have the biggest ecosystem […] You just want everybody to be building on top of your technology stack, and that's what we want for the United States." David Sacks w/Marc Benioff Dreamforce

Ron Pragides 

231,781 görüntüleme • 9 ay önce

I think the narrative on AI is very much that occurred when television went to color and everybody said it would wipe out radio. It didn't happen. It's a tool. It's a tool for productivity and margin enhancement. It's just starting to get utilized in all 11 sectors of the economy. My companies use it. But it's nowhere near the disruptor that people think. I'm more concerned about Chinese on AI because they have unlimited power. They are not restricted to set up coal-burning electrical plants. We can't do that. AI right now, for me, is a competition on defense and the military in China. I worry that we're falling behind the Chinese on power on our grid, and we haven't addressed it yet. We do not have policy that lets us build out at the same pace they are.
1:37

I think the narrative on AI is very much that occurred when television went to color and everybody said it would wipe out radio. It didn't happen. It's a tool. It's a tool for productivity and margin enhancement. It's just starting to get utilized in all 11 sectors of the economy. My companies use it. But it's nowhere near the disruptor that people think. I'm more concerned about Chinese on AI because they have unlimited power. They are not restricted to set up coal-burning electrical plants. We can't do that. AI right now, for me, is a competition on defense and the military in China. I worry that we're falling behind the Chinese on power on our grid, and we haven't addressed it yet. We do not have policy that lets us build out at the same pace they are.

Kevin O'Leary aka Mr. Wonderful

10,682 görüntüleme • 7 ay önce

Marc Andreessen says the US is in a foot race with China in AI, and the next phase will be fought in robotics, not code. "This is a full on race. It's a foot race. It's a game of inches. We're not going to have a five year lead. We're going to have maybe a six month lead. We have to run fast. We have to win. We can't put constraints on our companies that the Chinese government isn't putting on their own companies." "Even if they never quite catch us in software, they might just lap us in hardware and that'll be that. The good news is I think there's a growing awareness... across the political spectrum in the US that de-industrialization went too far. And there's a growing desire to figure out how to reverse that." "I say I'm guardedly optimistic that we'll be making progress on that, but I think there's a lot of work to be done." Marc Andreessen 🇺🇸
2:17

Marc Andreessen says the US is in a foot race with China in AI, and the next phase will be fought in robotics, not code. "This is a full on race. It's a foot race. It's a game of inches. We're not going to have a five year lead. We're going to have maybe a six month lead. We have to run fast. We have to win. We can't put constraints on our companies that the Chinese government isn't putting on their own companies." "Even if they never quite catch us in software, they might just lap us in hardware and that'll be that. The good news is I think there's a growing awareness... across the political spectrum in the US that de-industrialization went too far. And there's a growing desire to figure out how to reverse that." "I say I'm guardedly optimistic that we'll be making progress on that, but I think there's a lot of work to be done." Marc Andreessen 🇺🇸

a16z

69,885 görüntüleme • 8 ay önce

I don't worry about the actual firmware stack. I would want every country to be using American chips so that the programmers there are held at bay by our technology. The Chinese are actually trying to develop this on their own. They are beating us in developing a larger electrical grid in China very quickly, because they don't have any permitting problems. And the other area that people have been talking about directly concerning these chips is they have much more compute power. They're building data centers at a rate that's four times ours. We have more data centers, but they're catching up very quickly.
1:58

I don't worry about the actual firmware stack. I would want every country to be using American chips so that the programmers there are held at bay by our technology. The Chinese are actually trying to develop this on their own. They are beating us in developing a larger electrical grid in China very quickly, because they don't have any permitting problems. And the other area that people have been talking about directly concerning these chips is they have much more compute power. They're building data centers at a rate that's four times ours. We have more data centers, but they're catching up very quickly.

Kevin O'Leary aka Mr. Wonderful

23,276 görüntüleme • 2 ay önce

🚨NEW: Stephen A. Smith WARNS Dems they're set to lose in 2026 and 2028 as Republicans *DOMINATE* podcast space🚨 "This is why the GOP are sitting pretty right now. It’s not just because of the power that they have in office with a president that won the popular vote, the Electoral College vote and every swing state — and increased with black voters, young voters, Hispanic voters, etc." "It’s also because their voices are resonating better. If you look at a lot of voices on the GOP side, they're a lot more popular than the voices on the left." "So the left is gonna have to figure that out." "They're gonna have to gain or elevate in the realm of populism in order to ultimately resonate and really, really make a dent to the way and in the fashion that they're hoping to do so." "If they don't pull that off on a national scale — if they don't pull that off — it's going to amount to nothing." "They'll lose the midterms, they'll lose the general election in 2028." Daily Caller
0:50

🚨NEW: Stephen A. Smith WARNS Dems they're set to lose in 2026 and 2028 as Republicans *DOMINATE* podcast space🚨 "This is why the GOP are sitting pretty right now. It’s not just because of the power that they have in office with a president that won the popular vote, the Electoral College vote and every swing state — and increased with black voters, young voters, Hispanic voters, etc." "It’s also because their voices are resonating better. If you look at a lot of voices on the GOP side, they're a lot more popular than the voices on the left." "So the left is gonna have to figure that out." "They're gonna have to gain or elevate in the realm of populism in order to ultimately resonate and really, really make a dent to the way and in the fashion that they're hoping to do so." "If they don't pull that off on a national scale — if they don't pull that off — it's going to amount to nothing." "They'll lose the midterms, they'll lose the general election in 2028." Daily Caller

Jason Cohen 🇺🇸

165,486 görüntüleme • 1 yıl önce

Kevin O'Leary on Elon Musk: “Very few people at this point would doubt Elon Musk on anything. He kind of has mandates and he delivers one way or the other. Chinese are kicking our butts. They put on 500 gigawatts of power last year in China. They don't have the vision of space, but that means they're going to beat us in AI data centers on the ground. So there's a lot of concern about that. This data center thing is a big problem to stay competitive. I love Elon Musk's vision on this. The thing about Elon Musk is he's the modern Bruce Wayne, there's no question about it.”
1:22

Kevin O'Leary on Elon Musk: “Very few people at this point would doubt Elon Musk on anything. He kind of has mandates and he delivers one way or the other. Chinese are kicking our butts. They put on 500 gigawatts of power last year in China. They don't have the vision of space, but that means they're going to beat us in AI data centers on the ground. So there's a lot of concern about that. This data center thing is a big problem to stay competitive. I love Elon Musk's vision on this. The thing about Elon Musk is he's the modern Bruce Wayne, there's no question about it.”

DogeDesigner

202,371 görüntüleme • 5 ay önce

Ben Horowitz on the necessity of American Dynamism at the dawn of the AI revolution: "There's really been no country in the world that comes close to America at giving people a shot." "When people have a chance to contribute, then they can have an impact. Then they can advance the state of things for everybody." "We won the industrial revolution, and we did that because we had superior technology." "And here we are on the dawn of a new technological revolution, the AI revolution." "Are we going to be able to give people a shot, and continue to advance humanity?" "I think that's an open question right now." benahorowitz.eth
2:00

Ben Horowitz on the necessity of American Dynamism at the dawn of the AI revolution: "There's really been no country in the world that comes close to America at giving people a shot." "When people have a chance to contribute, then they can have an impact. Then they can advance the state of things for everybody." "We won the industrial revolution, and we did that because we had superior technology." "And here we are on the dawn of a new technological revolution, the AI revolution." "Are we going to be able to give people a shot, and continue to advance humanity?" "I think that's an open question right now." benahorowitz.eth

David Ulevitch 🇺🇸

25,296 görüntüleme • 4 ay önce

Behn: This isn't the end of our story. It's not even close, because what we have built here in this district, this grassroots movement, is part of something bigger that is happening across the south and is happening across this country. Because we are tired of people outside of this state telling us that the south is backwards, that it's hopeless and it's destined to be ruled by the same powerful people again and again. The south is not silent because the south has something to say. And Tennessee, we are leading the way. We have inspired an entire country. They are with us tonight and they are so proud. we’re able to do. And we may not have won tonight, but we changed the story of what's possible here. And we're not done, not by a long shot.
1:16

Behn: This isn't the end of our story. It's not even close, because what we have built here in this district, this grassroots movement, is part of something bigger that is happening across the south and is happening across this country. Because we are tired of people outside of this state telling us that the south is backwards, that it's hopeless and it's destined to be ruled by the same powerful people again and again. The south is not silent because the south has something to say. And Tennessee, we are leading the way. We have inspired an entire country. They are with us tonight and they are so proud. we’re able to do. And we may not have won tonight, but we changed the story of what's possible here. And we're not done, not by a long shot.

Acyn

99,432 görüntüleme • 7 ay önce

.Vice President JD Vance: "This job has given me more confidence than ever that this country — its best days are ahead of it... We have the most talented, the most compassionate, and the toughest people anywhere in the world. Ladies and gentlemen, America is the best country — and it's going to be the best country for many years to come." 🇺🇸
0:57

.Vice President JD Vance: "This job has given me more confidence than ever that this country — its best days are ahead of it... We have the most talented, the most compassionate, and the toughest people anywhere in the world. Ladies and gentlemen, America is the best country — and it's going to be the best country for many years to come." 🇺🇸

Rapid Response 47

50,235 görüntüleme • 2 ay önce

Arteta on the moment he believed it was going to happen: “It's been so many, probably I need a bit more time to reflect on that, and we have so many, so much footage that probably will explain the story of the season. “One of the main ones, it was a meeting that we had here next to the tree when I got all the players together and I told them, look at each other, look at the squad that we built over the summer. I think we are capable of everything and we can be very, very good. “That only depends on us and on our behaviours and everybody understanding the role that it's going to have daily or on the day. to give the best for the team. Once they realised that, I think we went to a different level, because you've seen the impact that everybody's had in different moments of games, through the season, and the capacity that we have shown to adapt to very, very tough circumstances throughout the season.”
1:10

Arteta on the moment he believed it was going to happen: “It's been so many, probably I need a bit more time to reflect on that, and we have so many, so much footage that probably will explain the story of the season. “One of the main ones, it was a meeting that we had here next to the tree when I got all the players together and I told them, look at each other, look at the squad that we built over the summer. I think we are capable of everything and we can be very, very good. “That only depends on us and on our behaviours and everybody understanding the role that it's going to have daily or on the day. to give the best for the team. Once they realised that, I think we went to a different level, because you've seen the impact that everybody's had in different moments of games, through the season, and the capacity that we have shown to adapt to very, very tough circumstances throughout the season.”

Connor Humm

246,371 görüntüleme • 2 ay önce

🚨 President Trump has just announced NO AMERICAN BOOTS are going on the ground in Iran to obtain the nuclear dust until "they're either ELIMINATED or an agreement is made" "We've already got the nuclear material because it's so far underground. Nobody's going to be able to get it except us because we have the equipment that can get it." "The nuclear material is so far down underneath the mountain, and now it's been determined that it would take massive machinery that we have that no other country has."
0:41

🚨 President Trump has just announced NO AMERICAN BOOTS are going on the ground in Iran to obtain the nuclear dust until "they're either ELIMINATED or an agreement is made" "We've already got the nuclear material because it's so far underground. Nobody's going to be able to get it except us because we have the equipment that can get it." "The nuclear material is so far down underneath the mountain, and now it's been determined that it would take massive machinery that we have that no other country has."

Eric Daugherty

138,130 görüntüleme • 15 gün önce

⚠️ AI’S DOUBLE‑EDGED FUTURE: PROMISE AND DANGERS Wynton Hall: “I think it's really the fact that people still think it's just a tool. It is a tool, but it's also political power. And increasingly, it's going to be the power to be able to indoctrinate or educate our children to erase or create jobs. And as we're seeing right now in Iran and with the Maduro raid in Venezuela, it is going to determine who comes home alive and dead on a battlefield as the AI warfare race continues.” Grant Stinchfield
6:02

⚠️ AI’S DOUBLE‑EDGED FUTURE: PROMISE AND DANGERS Wynton Hall: “I think it's really the fact that people still think it's just a tool. It is a tool, but it's also political power. And increasingly, it's going to be the power to be able to indoctrinate or educate our children to erase or create jobs. And as we're seeing right now in Iran and with the Maduro raid in Venezuela, it is going to determine who comes home alive and dead on a battlefield as the AI warfare race continues.” Grant Stinchfield

Real America's Voice (RAV)

12,050 görüntüleme • 3 ay önce

$PLTR CTO Shyam Sankar on Deepseek and disagreeing with OpenAI CEO Sam Altman 🔮 “We are at war with China. We are in an AI arms race. I got into a disagreement with Sam Altman about this at the Senate AI summit over a year ago… There’s an opposing view that we can all get along and cooperate on these things. I’m sure the other side feels quite different realizing that their IP has been stolen. “How many times are we going to believe that anchors dragged across the sea that cut undersea cables? “China knows they’re at war. We kinda equivocate on it as a peace loving nation. “The engineering on R1 is exquisite. The optimizations they’ve done are really impressive… We have to wake up with respect for our adversary and realize that we are competing. But they absolutely did steal a lot of that through distillation of the models, and perhaps they stole even more. “We have to realize that the AI race is winner take all, and it’s going to be a whole of nation effort that extends well beyond the DoD in order for us as a nation to win.” 🇺🇸
2:09

$PLTR CTO Shyam Sankar on Deepseek and disagreeing with OpenAI CEO Sam Altman 🔮 “We are at war with China. We are in an AI arms race. I got into a disagreement with Sam Altman about this at the Senate AI summit over a year ago… There’s an opposing view that we can all get along and cooperate on these things. I’m sure the other side feels quite different realizing that their IP has been stolen. “How many times are we going to believe that anchors dragged across the sea that cut undersea cables? “China knows they’re at war. We kinda equivocate on it as a peace loving nation. “The engineering on R1 is exquisite. The optimizations they’ve done are really impressive… We have to wake up with respect for our adversary and realize that we are competing. But they absolutely did steal a lot of that through distillation of the models, and perhaps they stole even more. “We have to realize that the AI race is winner take all, and it’s going to be a whole of nation effort that extends well beyond the DoD in order for us as a nation to win.” 🇺🇸

Jawwwn

295,441 görüntüleme • 1 yıl önce

Arteta: “We need everything. We need the first of all, we need everybody fit and available. So the ones that are not involved, the ones that are not with us, that are really big, important players, we need them immediately with us because then we're going to be much stronger. “And then, the other ones, they need to stand up me, the first one and embrace this challenge and go for it. So today we have to suffer. It's painful. It's a terrible feeling. But tomorrow is a different day and if somebody would have said to me in August, 'You are in this position right now in April,' I'm sure we would all take it.”
0:48

Arteta: “We need everything. We need the first of all, we need everybody fit and available. So the ones that are not involved, the ones that are not with us, that are really big, important players, we need them immediately with us because then we're going to be much stronger. “And then, the other ones, they need to stand up me, the first one and embrace this challenge and go for it. So today we have to suffer. It's painful. It's a terrible feeling. But tomorrow is a different day and if somebody would have said to me in August, 'You are in this position right now in April,' I'm sure we would all take it.”

Connor Humm

59,679 görüntüleme • 3 ay önce

If you WATCH just one video today, make it this one.🔥🔥🔥 A Navy veteran and DOD civilian employee shares his perspective on the mandatory return to in-person work for federal employees and his thoughts on Trump’s policies. “I want people to understand that we, as a country—We, the United States—have been trending on the wrong side of finances for a very long time. We, as a country, are $37 trillion in debt right now. Do I agree with everything that Trump is doing? Do I agree with how he’s going about it? No. But I understand why. We have to stop being emotional and look at the black and white of everything. We were not going to survive much longer financially as a country—that’s just what it is. Take your glasses off, or take whatever you have on, and stop putting all your vitriol on Trump. Instead, put it on the United States government. Because right now, we have a president in office—whether you like him or not—who is trying to do what’s best for the country. He sees the writing on the wall. This country is about making money, and we were not making money—we were losing money and losing power. They’re trying to resuscitate the United States as the global power that it is. The decisions that are being made now are trying to right the ship so that we are in a better position in the next 10 or 15 years.”
7:52

If you WATCH just one video today, make it this one.🔥🔥🔥 A Navy veteran and DOD civilian employee shares his perspective on the mandatory return to in-person work for federal employees and his thoughts on Trump’s policies. “I want people to understand that we, as a country—We, the United States—have been trending on the wrong side of finances for a very long time. We, as a country, are $37 trillion in debt right now. Do I agree with everything that Trump is doing? Do I agree with how he’s going about it? No. But I understand why. We have to stop being emotional and look at the black and white of everything. We were not going to survive much longer financially as a country—that’s just what it is. Take your glasses off, or take whatever you have on, and stop putting all your vitriol on Trump. Instead, put it on the United States government. Because right now, we have a president in office—whether you like him or not—who is trying to do what’s best for the country. He sees the writing on the wall. This country is about making money, and we were not making money—we were losing money and losing power. They’re trying to resuscitate the United States as the global power that it is. The decisions that are being made now are trying to right the ship so that we are in a better position in the next 10 or 15 years.”

I Meme Therefore I Am 🇺🇸

168,654 görüntüleme • 1 yıl önce

.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."
3:47

.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

I'm very interested in crypto now. I'm looking at the Genius Act, which is just weeks away from being passed into final law. It'll be a big breakthrough for the crypto industry 'cause it's the first digital payment system. Data centers are huge for AI. I've got some big investments in that space that I'm tracking. This narrative going on about whether we should sell our technology to our adversaries, which is a really interesting debate. You know, chipsets from AI companies being sold to China or Russia or North Korea, and you would think intuitively that's not a good idea. But I'd argue it's very stupid not to sell them this technology, because if, if the Chinese find a country that is not serviced by American chips, they'll simply fill the void with Huawei and everybody would be programming on the Huawei platform. That is a very bad outcome.
2:32

I'm very interested in crypto now. I'm looking at the Genius Act, which is just weeks away from being passed into final law. It'll be a big breakthrough for the crypto industry 'cause it's the first digital payment system. Data centers are huge for AI. I've got some big investments in that space that I'm tracking. This narrative going on about whether we should sell our technology to our adversaries, which is a really interesting debate. You know, chipsets from AI companies being sold to China or Russia or North Korea, and you would think intuitively that's not a good idea. But I'd argue it's very stupid not to sell them this technology, because if, if the Chinese find a country that is not serviced by American chips, they'll simply fill the void with Huawei and everybody would be programming on the Huawei platform. That is a very bad outcome.

Kevin O'Leary aka Mr. Wonderful

38,244 görüntüleme • 1 yıl önce