High Signal Podcasts Evidence ledger
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Casey Handmer

Published podcast speaker

Claims
13
Episodes
1
Shows
1
Named items
0

Claim ledger

What Casey said.

13 transcript-backed records

01 / evaluation

From countries that they don't control, don't have strong diplomatic relationships with, on fleets of oil tankers that they can't defend because their navy doesn't have the ability to operate effectively in the Indian Ocean.

“From countries that they don't control, don't have strong diplomatic relationships with, on fleets of oil tankers that they can't defend because their navy doesn't have the ability to operate effectively in the Indian Ocean.”
Speaker
Casey Handmer
Publisher
Dwarkesh Podcast

02 / observation

What matters is having the chips at competitive capabilities per chip, and enough of them installed in your PCBs, in your data centers, hooked up to your liquid cooling, ready to go.

“What matters is having the chips at competitive capabilities per chip, and enough of them installed in your PCBs, in your data centers, hooked up to your liquid cooling, ready to go.”
Speaker
Casey Handmer
Publisher
Dwarkesh Podcast

04 / belief

One of the ways that silicon can be refined is by turning it into silane, which is a silicon tetrahydride. I'm not really a chemist, but I think that's right.

“One of the ways that silicon can be refined is by turning it into silane, which is a silicon tetrahydride. I'm not really a chemist, but I think that's right.”
Speaker
Casey Handmer
Publisher
Dwarkesh Podcast

10 / preference

Here I'm quite bullish on xAI in particular because the Elon cinematic universe has just done so much industrial stuff compared to the Googles and Metas of this world.

“Here I'm quite bullish on xAI in particular because the Elon cinematic universe has just done so much industrial stuff compared to the Googles and Metas of this world.”
Speaker
Casey Handmer
Publisher
Dwarkesh Podcast

11 / recommendation

In practice, it's going to be cheaper just to double the size of your battery because batteries are going to keep getting cheaper and cheaper. But what it does mean is you can say, “Well, I know that I'm going to have three low days, so I will start curtailing now by 5% so I don't have to curtail by 50% in three days.

“In practice, it's going to be cheaper just to double the size of your battery because batteries are going to keep getting cheaper and cheaper. But what it does mean is you can say, “Well, I know that I'm going to have three low days, so I will start curtailing now by 5% so I don't have to curtail by 50% in three days.”
Speaker
Casey Handmer
Publisher
Dwarkesh Podcast

12 / prediction

I think we'll end up seeing batteries next to the solar arrays, and batteries in the middle of the grid at substations, and batteries on the sites of existing power plants that get turned off, and batteries in your house, and batteries everywhere in between.

“I think we'll end up seeing batteries next to the solar arrays, and batteries in the middle of the grid at substations, and batteries on the sites of existing power plants that get turned off, and batteries in your house, and batteries everywhere in between.”
Speaker
Casey Handmer
Publisher
Dwarkesh Podcast

13 / commitment

Or if I put money in an escrow account that says after 20 years we have to pull this out—we'll pull all the solar out of the desert and it goes back to being desert—I will do that in a heartbeat. But if I have to hire another biologist for $10,000 to be like, "Well, on that 40-acre plot we found a tuft of grass which we believe might be one of the 20 species that this particular species of bee sometimes eats, and this species of bee is not technically endangered but it might be at some point in the future… Therefore, you can't deploy there.

“Or if I put money in an escrow account that says after 20 years we have to pull this out—we'll pull all the solar out of the desert and it goes back to being desert—I will do that in a heartbeat. But if I have to hire another biologist for $10,000 to be like, "Well, on that 40-acre plot we found a tuft of grass which we believe might be one of the 20 species that this particular species of bee sometimes eats, and this species of bee is not technically endangered but it might be at some point in the future… Therefore, you can't deploy there.”
Speaker
Casey Handmer
Publisher
Dwarkesh Podcast
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