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Casey Handmer: evaluation

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

“Well, so when someone says, "We can't do it, we won't do it, no way, no how," what they're saying is, "Write me a check.”

— Casey Handmer

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Everything needed to verify it.

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

Transcript context

…I think so. Well, so when someone says, "We can't do it, we won't do it, no way, no how," what they're saying is, "Write me a check. " And they did. Now Samsung's coming on board in the States to build AI6 with xAI, I think. So they all got there in the end. Maybe it’s worth going into the numbers. Right now, 43% of US data center power consumption is from natural gas. Basically, you think asymptotically that it will be 100% solar if you go to 2040?…

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