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Dwarkesh Podcast
Deeply researched interviews.
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China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer
Casey Handmer’s dated call is that data centers breaking ground by 2027 will be mostly solar, because hyperscalers prioritize power availability over cost.Gas can bridge urgent demand, but turbine financing faces 25-year paybacks while solar costs decline 43% per cumulative-production doubling.Land is 0.1% of GPU capex, making NEPA’s four-year reviews—not physics—the key deployment risk and policy catalyst.