rish

tech companies will become power companies

utility software -> utility hardware -> utilities

An interesting comment from a Former $META employee. ENERGY is the biggest bottleneck right now.

Even if $META wants to spend $100-$150B on CapEx for AI infrastructure, they can't. It is not just $NVDA.

Transformers, power equipment, cooling equipment, and the availability of https://t.co/Txon2eHZh8

Rihard Jarc

tech companies will become power companies

utility software -> utility hardware -> utilities

https://x.com/RihardJarc/status/1950213045264797796

building farcaster infra @ /neynar 🪐 | casting @ /rish

honestly great for our collective future. Big tech will finally get our energy production per capita back on track

I make lights blink and play with crypto (cryptography and cryptocurrency). they/them or he/him

yeah agree. we need better, more modern power infrastructure anyway

Honestly seems like our best hope for small scale nuclear

classic vertical integration play, basically what US steel ended up doing back in mid-late 1800s