Evidence receipt / preference
Published · transcript-backedCasey Handmer: preference
15 Aug 2025 Dwarkesh Podcast China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer
“I'm going to serve the AI market because that's where all the growth is occurring.”
Source trail
Everything needed to verify it.
- Speaker
- Casey Handmer
- Attribution
- Verified speaker
- Claim type
- preference
- Recorded
- 15 Aug 2025
- Publisher
- Dwarkesh Podcast
Transcript context
…Brian Potter had a good analogy in his blog post about this. He's like, “My MacBook has a terabyte of storage and I use 100 gigabytes. I just got the terabyte version because it's cheap enough and I might need it at some point that it's worth it.” You're saying solar gets so cheap that it's the way we'll treat hard drive space. We get a bunch of excess. Also the market will be made at the new marginal consumption and production. All the people who are working in the space right now are like, “Oh, I'm in the business of delivering power or storing power. I'm going to serve the AI market because that's where all the growth is occurring. ” That's where all of US GDP growth is occurring right now. I guess you didn’t answer the question of , yes, theoretically we could do this, but is it going to be possible to get the permitting to have tens of thousands of acres of contiguous land?…
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