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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

You could use laser links if you really needed to.

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

And that's it.

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

It's like this completely self-contained world of like... Because it's off-grid.

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

Yeah, of computation that occurs off-grid.

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

Like on private land somewhere in the backwoods of Texas where like no one lives and no one will ever live because it's completely inhospitable to humans.

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

It's like a megawatt per rack is what they're heading to now, which just seems bananas to me.

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

So let's get concrete here for a second.

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

Let's say you got one rack and it's one megawatt.

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

And I'll leave the cooling to someone who specializes in air conditioners.

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

But it's basically three air conditioners that are the problem.

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

And then you have batteries.

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

So in order to get four nines of uptime on this, you need, in South Texas, you actually need less than this.

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

But let's just say 24 hours worth of battery storage.

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

Because that means it'll get you through two bad nights in a row, basically.

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

And actually it turns out that you can significantly decrease power consumption with a very small reduction in overall compute.

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

So if you've got like three really bad days in a row or something, you can actually just like, you can dial back your power usage quite a lot without compromising your inference or training.

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

Okay, so you've got say a Tesla Powerwall, something like four megawatt hours.

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

So one megawatt rack and then six Tesla mega packs, each of which is roughly one truckload worth of stuff.

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

So like one truckload worth of rack and then like six truckloads worth of batteries.

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

And then in order to operate this at an average power of one megawatt, your solar arrays in Texas would be something like 25% utilization.