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US energy is constrained by the utility monopolies/oligopolies which have to extract more rents, specifically by increasing costs. Their profit is a percentage
by thelastgallon 7mo ago
US energy is constrained by the utility monopolies/oligopolies which have to extract more rents, specifically by increasing costs. Their profit is a percentage of cost, these perverse incentives + oligopolies will make it increasingly expensive to make anything (including AI) in US.
- hvb2 7mo agoOr simply by the fact that increasing production takes time? Any power plant takes years to build? Years, is like a lifetime for AI at this point...
- thelastgallon 7mo ago> increasing production takes time? This is true of nearly everything (except money). I'm not sure of the point you are trying to make.
- hvb2 6mo agoThe timelines on adding power generation are not at all compatible with the demand uptick AI is generating. You can have all the money you want, if you want a gW of power added tomorrow, it won't happen.
- dyauspitr 7mo agoNot solar. China and to a lesser extent India are pumping out huge solar farms in months.
- hvb2 6mo agoSure but they're not adding the battery equivalent needed for 24/7 operation. So if the demand can be when the sun shines, this will work, otherwise it won't