I think many people read my statement and flipped who I thought the banks vs customers are. If you owe the bank $2 billion, that’s their problem- meaning they

I think many people read my statement and flipped who I thought the banks vs customers are. If you owe the bank $2 billion, that’s their problem- meaning they are exposed and could fail if they don’t negotiate to cover that exposure. If an AI company needs a bunch of power and can’t compute without it, then they are exposed and need to negotiate to make sure the power companies can supply it- they are no longer regular customers. In my thought process, an analogous statement might be, “if you ask for 10 kilowatts from the power company, that’s the power company’s problem. If you ask for 10 megawatts, that’s your problem. If you (an AI company) ask for a historic amount of power and your business fails if you don’t get it, then it’s your responsibility to ensure the grid can supply that much power.