The Big Arch just got bacon.

More smokiness, more crispiness, more deliciousness.

With juicy beef, cheddar cheese and the Big Arch sauce.

Now topped with crispy bacon.

The Big Arch just got bacon.

And so it's 28th of September, 26, said from 11 a.m. subject to availability.

The Bitcoin miners I know are all shifting to AI. I think you've covered this as well.

And it's because they have access to power. And that is the bottleneck.

And you just make more dollars for a kilowatt hour going into an AI compute and you do in Bitcoin, ultimately.

And B, because power is the constraint, the value

flows to what's scarce. Bang, bang. Today, guys, we got a great conversation with Remez

Nan. He's an investor at Planetary V.C. And in this conversation, we're getting deep into the

weeds of what's going on in the artificial intelligence space. We know that energy and power

are a massive bottleneck. And Remez is here to explain exactly what the potential solutions are, who's likely to win, and what are the various companies doing so that we can get more power to get to superintelligence. On top of that, we talk about how super intelligence is actually going to be applied. It's going to be general or narrow. What is it going to mean for you? and what are some of the companies that he's excited about? They're actually helping to usher in a world where superintelligence makes you and I happier, healthier, healthier, and richer. Sounds good to me. And Rames is here to explain it all. Here's my conversation with Rames NAM. All right, Ramez, there's a massive problem in the AI industry. Energy and power are the bottleneck at the moment. Can you please help us understand why is this problem persist? And what are the potential solutions as to how we're going to get around this? Yeah, absolutely. A.I is hugely compute intensive. The way that we've been making AI better is the scaling laws. And the scaling laws look awesome at the

beginning, but they're brutal. It means you have to keep doubling the amount of compute to get

linear gains and AI performance. So there's this huge race to do so. And we're just not used to

expanding the grid at this pace. In the 50s, we built out the grid five, seven percent growth a year,

but for the last two decades,

it's been zero growth. So we're just not accustomed to putting on like new power or new sources

of demand at this pace. So the poles and wires themselves are the bottleneck right now.

Chip production is about twice the pace that we can hook things up to the grid. And that's the bottleneck everyone is trying to work around. Now, when you think about that bottleneck, can you walk through, there's different companies with different potential solutions for this. They're all kind of racing to see not only what solution is going to be the one that is the winner, but also how do they fund it? How do they build it? There's a lot of stuff, supply chain issues. Maybe what are the ones that you're most excited about or the ones you think are most noteworthy as a solution? Well, let me walk you through like the overall set of options people have. Option one is you're going to build a data center, you put in a request to the grid

to get hooked up. And a few years ago, that was fine. Now it's maybe a five to seven year wait.

...