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Casey Handmer

👤 Speaker
748 total appearances

Appearances Over Time

Podcast Appearances

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

Well, I mean, it helps if it's contiguous.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

It doesn't need to be convex.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

Um, so this is, you know, you can have a bit over here and a bit over there and you can wire them together relatively easily.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

In fact, in the limit, in the limit, you have fields upon fields of solar arrays with... Tell me your dream case.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

Okay.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

Fields, just, just solar arrays as far as I can see.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

And then within the solar arrays, roughly in the middle of them, you have your, your batteries and your...

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

I remember this.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

Yeah, so you've got your batteries and you've got your data centers.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

So in terms of ground floor area, it's roughly, let's say, 10% racks, 10% access to the racks, maybe like...

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

50% batteries stacked up on top of each other and that's just cooling.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

Something like that in terms of what sits in the centralized node, right?

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

And that could be 100 megawatts or it could be 10 gigawatts, depending on how you want to scale this.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

But then all you need to connect that to the outside world is like an optical fiber.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

An optical fiber cable, which you can string up on poles.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

You can run it underground.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

You could even use microwave links if you really wanted to.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

You could use Starlink if you really wanted to.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

I don't know what the... Starlink would be fast enough.

Dwarkesh Podcast
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

I'm not sure if it's like capacity is high enough.