Marc Andreessen: evaluation

Transcript context

…How much more green energy do we need to, in essence, fuel all of this AI, and where will it come from? What do you see the prospect is like for the next 20 years? The good news of AI — and the good news also, by the way, with crypto because there’s always a lot of controversy around crypto and Web3 and blockchain around energy use. The good thing with these technologies, the good news from energy is these systems lend themselves to centralization of data centers, right? If we need a million to go into 10 million go to 100 million to a billion AI chips, they could be distributed out all over the place, but they can also be highly centralized. Because you can highly centralize them, you can think not just in terms of building a server. You can think about building, basically, a data center that’s an integrated thing from the chip, basically, all the way to the building or to the complex of buildings. Then, the way those modern data centers are built by the leading-edge companies now is, they’re built on day one with an integrated strategy for energy and for cooling. Basically, any form of energy that you have that you could do in a very efficient way, in a very clean way, or new energy technologies, AI is a use case for developing and deploying that kind of power. Just building on what we’ve seen from internet data centers, that could be geothermal, that could be hydroelectric, that could be nuclear fission, that could be nuclear fusion, solar, wind, big battery packs, and so forth. I think the aspirational hope would be, this is another catalyst, a more advanced rollout of energy. Even if there’s net energy increase, the motivation to get to higher levels of efficiency will be net good and helping us get to a better energy footprint. Which of those energy sources in your view is most underrated?…

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