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

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