Evidence receipt / belief
Published · transcript-backedTyler Cowen: belief
2 Oct 2024 Conversations with Tyler Kyla Scanlon on Communicating Economic Ideas through Social Media
“I think not only because of AI, just data centers, the demand for that will go up a lot.”
Source trail
Everything needed to verify it.
- Speaker
- Tyler Cowen
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 2 Oct 2024
- Publisher
- Conversations with Tyler
Transcript context
…Yes. There was a really big Bloomberg article that got a lot of pushback, talking about the energy usage of AI. Do you think that’ll be . . . Sam Altman was even like, “We have to have nuclear eventually.” What are your thoughts on AI blowing out grids? Well, I would be long energy — the hard part of energy, not the commoditized part, but the parts of the infrastructure that you can’t just build en masse ad infinitum. I think not only because of AI, just data centers, the demand for that will go up a lot. The US will be slow with nuclear, but countries that are non-NIMBY on energy have a very big geopolitical comparative advantage, and we just don’t quite see it yet. I think that’s an underrated feature of today’s world. Energy.…
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