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Published · transcript-backed

Casey Handmer: uncertainty

15 Aug 2025 Dwarkesh Podcast China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

“You could use Starlink if you really wanted to. I don't know if Starlink would be fast enough.”

— Casey Handmer

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Everything needed to verify it.

Speaker
Casey Handmer
Attribution
Verified speaker
Claim type
uncertainty
Recorded
15 Aug 2025
Publisher
Dwarkesh Podcast

Transcript context

…I've played Factorio. I remember this optimal layout of batteries and solar. You’ve got your batteries and you've got your data centers. So in terms of ground floor area, it's roughly, 10% racks, 10% access to the racks, maybe 50% batteries stacked up on top of each other, and there’s also cooling, something like that. That’s in terms of what sits in the centralized node. That could be 100 megawatts or it could be 10 gigawatts, depending on how you want to scale this. But then all you need to connect that to the outside world is an optical fiber cable which you can string up on poles, you can run it underground. You could even use microwave links if you really wanted to. You could use Starlink if you really wanted to. I don't know if Starlink would be fast enough. I'm not sure if it's capacity is high enough. You could use laser links if you really needed to. That's it. It's this completely self-contained world of computation. Because it's off-grid.…

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