About this episode
Most AI investment flows to infrastructure while founders ignore energy constraints that will determine who survives. George Lee, Co-Head of Goldman Sachs Global Institute, breaks down the bottlenecks choking AI deployment from silicon to grid capacity.
George reveals flexible demand management frameworks that could unlock 75-125 gigawatts of slack capacity, eliminating energy bottlenecks. He and Tom go on to discuss why Middle Eastern sovereign wealth funds are building strategic energy advantages, and how nondeterministic AI systems require continuous sampling protocols.
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