PERSON DIRECTORY
Ramez Naam
Ramez Naam appears in 1 indexed conversation across Moonshots. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
200GW Hiding in Grid, Sodium Batteries 10x Cheaper, Wave-Powered Datacenters w/ Ramez Naam | EP #280
Peter DiamandisSalim IsmailDave BlundinAlexander Wissner-GrossRamez Naam
AI’s binding constraint is grid interconnection, not generation economics: roughly 100 hours of annual load flexibility could unlock about 100GW of existing capacity, representing roughly $5T of data-center capex.Texas’s interruptible-load fast track and FERC’s broader push could catalyze near-term capacity, while solar-plus-batteries offer a roughly 12-month build path; winter seasonality, transmission bottlenecks, and uncertain further cost declines remain key risks.