Episode Details
| Title | China is killing the US on energy. Does that mean they’ll win AGI? – Casey Handmer |
|---|---|
| Date | 8/15/2025 |
| Podcast | Dwarkesh Podcast ↗ |
Key Insights
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.
- “So I think within a few years, we'll probably see that, like, the majority of new DCs that are going in will be mostly solar.” - Casey (25:21)
- 🟢 $BATTERIES - 🔒
- 🟢 $SYNFUEL - 🔒
- 🟢 $AICOMP - 🔒
Bearish:
- 🔻 $GRID - 🔒