A looful of rebel capitalist. Hope you are well. There is an AI black swan that I don't think

anybody is talking about has nothing to do with AI taking over jobs. I think that's where everyone's

focused, but I think they could be focused on the wrong thing because we all hear about these

huge data centers that are going in and them taking

as much electricity as the city of Denver, something like that. But I don't really think people

have thought that through. And I just had an incredible discussion with my good buddy, Chris Martinson.

That interview will go up on the Robo Capitalist Interviews Channel this evening.

And we did really a deep dive into the resources required to feed the exponential giant that is

AI. And how is that going to impact your standard of living? And how is that going to impact

the economy? Because at the end of the day,

energy is the economy. You guys know that well. So let's dive into this. I don't want to scare people

this. It's not something to lose sleepover, but we don't want to whistle past the graveyard. We want to be thinking about this in terms of

what could it do to our standard of living? And then also, what do we, how do we position our

portfolio? So first and foremost, let's go over to, well, I was going to show you the video,

but we'll hold off on that because we haven't done a thumbnail or title for it.

But let's go right here. So this is a chart of global energy consumption 1830 to 2010. Now, if we had one going to 2025, you would see pretty much the exact same trajectory.

You would see a bump in the road there during the GFC, which you probably see right about in here,

barely see it. And then you'd see the same thing during the survey sickness.

But bottom line is this trend, obviously, what we would call exponential.

So now, and also what's very interesting, is the components that make up global energy use or consumption.

We've got solar wind, biomass, basically cow dung and wood,

hydro, nuclear, nat gas, oil, and coal. So everybody thinks that we're transitioning into this

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