X @Raoul Pal

On Energy and AI:We are all aware of the urgent need for massive new energy infrastructure for data centres and other general needs. The grid is old and the supply is constrained.Investor capital is pouring into nuclear soluations, new gas plants and other opportunities and the bottleneck will be better solved in 5 years+However, the need for the extra energy is URGENT and IMMEDIATE...The AI race is the most important technology race that will ever occur. It is not just about hyperscalers and their profits, ...