AI infrastructure depends on energy abundance

Transcript

Transcribed by machine (Whisper) from the episode’s audio, so a word may be off here and there.

1. 19:03

   this, there's all these subcomponents to intelligence and layers above the stack. You've even talked about energy. You're obviously super involved in energy. There's a bunch of things even between there and there's hardware and all this other stuff do you feel like it's like important either for like just open ai for the country like how important is this whole stack given all these implications critical i mean i i think the country needs to be thinking of or like the world the country whatever i say needs to be thinking about it from like the electron to the chat gpt query yeah and there's a lot of stuff in between yeah and uh i've started calling that the like ai factory i think we should call it the meta factory because theoretically this is a factory that can make more copies of itself but whatever we got to do that whole supply chain we the world have got

2. 19:49

   to do that whole supply chain is it important for open ai to do a lot of it i mean i think vertical integration can be good in some ways but no it is not important for us to do a lot of it if we could be certain whole thing would happen at an F scale. And so there's a lot of places where with partnerships we can drive like huge progress. And that it was like no risk that we lost part of it. Yeah. Yeah. On the energy side, are we going to just consume humongous amounts of energy?

3. 20:13

   Is that going to be basically the only end state here? I mean, I sure hope so. Like, I think that the thing that has most correlated with improvements in quality of life over history is increasing abundance of energy. I have no reason to believe that's going to stop. Is there any like climate concern with that? Or are you just like, that's all going to get figured out? Well, it's like the least of our worries.

4. 20:36

   I think fusion will happen and new kinds of fission will happen. How confident are you on fusion? Are you totally confident on it? I never say totally, but pretty confident, like quite confident. And that becomes like a huge percentage of energy. But like next gen fission stuff is awesome too. Yeah. uh like i know most of this company called oklo but there's other companies i think doing great work and like that's a huge win yeah um solar and storage seems pretty good but but i hope that eventually humanity is consuming way more energy than we could ever be generating on earth yeah um even if we switch entirely to fusion like at some point if you scaled up earth's current energy use by a factor of 10 or you know 100 or whatever you're just like heating up the earth too much from the waste heat right yeah but we got a big solar system out there doesn't all this

5. 21:22

   stuff that we're talking about mean that like space is both like really important and becomes more likely in general yes like we're going to space i hope so yeah kind of sad if we don't yeah