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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 right now we're talking about, like, AI racking and grid and transmission and a bunch of, like, ISOs and all that rest.

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

You don't need any of that stuff, right?

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

And, like...

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

Obviously, XAI is on top of this, because the first thing that Elon will always ask is, like, delete anything you don't absolutely need.

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

So what you actually need is a big slab of relatively cheap silicon to make the power, and then a small slab of relatively expensive silicon to do the thinking.

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

And if it's in space, that's all you need, right?

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

Because it's in the sun all the time, so you don't need a battery, right?

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

But if you're on the Earth, you need a battery as well.

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

So you need some interconnects.

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

And you don't need a transformer, right?

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

You don't even need a DC-DC converter.

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

You can actually make do with buck converter or with relays or whatever to basically match the current output of your solar array with the charge state of your batteries and the power consumption of your...

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

GPU or something but like a solar array about the size of this desk for example will generate about 500 watts in full sun so you can actually imagine like aliens who have different silicon technology stack building their systems as like an integrated solar array with you know a bit of a bit of

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

you know, computranium in the middle, for example, on the same wafer.

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

But that's basically all you need.

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

On the same wafer, because it's all silicon.

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

It's all silicon.

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

It's all silicon all the way down.

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

What's silicon made of?

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

Well, it's an element.