AI Power Trade
Search documents
The AI Power Trade
20VC with Harry Stebbingsยท 2025-10-27 18:00
The best trade of 2025 was the AI power trade. A lot of Wall Street people made a lot of money betting on the fact that power was going to be the constraint and we're going to move away. You know, you hear Sam Alman now talking about gigawatts every day.He's not talking about dollars anymore, right. So, we're moving away from dollars and we're moving toward gigawatts. And I think that transition has fully happened in the last. ...