China is killing the US on energy. Does that mean they’ll win AGI? – Casey Handmer

China is killing the US on energy. Does that mean they’ll win AGI? – Casey Handmer – Dwarkesh Podcast

Market views

Bullish

SOLAR— The majority of new data centers are expected to primarily use solar power within a few years, indicating a significant shift towards renewable energy in the tech industry.
BATTERIES— Batteries are seen as a potential replacement for traditional power grids, performing spatial arbitrage by storing and transporting energy efficiently.
SYNFUEL— Synthetic fuels are gaining traction, with ongoing projects in China and a century-long history, suggesting potential for future growth and investment.
AICOMP— The potential for advanced AI computation, with the ability to simulate a human brain's worth of computation in a small space, suggests future growth in AI hardware and technology.

Bearish

GRID— Traditional power grids face significant challenges due to maintenance difficulties, aging workforce, and regulatory issues, suggesting potential decline in their viability.

Not investment advice.