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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

So like how much does five gigawatts worth of GPUs cost?

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

Yeah.

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

250 billion.

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

Sounds about right.

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

Yeah.

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

So like is 50,000 acres going to cost $250 billion in Texas?

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

Yes.

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

That's a lot of money.

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

Maybe hundreds of millions of dollars, something like that.

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

So it's literally 0.1% of the cost is land.

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

How much does a megawatt of solar cost?

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

Well, if you go and ask the usual suspects, it's a million dollars.

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

But this is one of the things that breaks my brain at Terraform, which is my day job, which is that the modules themselves, without tariffs, would be like $0.08 a watt.

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

So that's like $80,000.

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

$0.08 a watt?

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

Yeah.

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

But they're like a dollar a watt, including installation and everything.

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

Including installation and everything.

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

But like the panels are the magic part.