Casey Handmer
👤 SpeakerAppearances Over Time
Podcast Appearances
At what point does like, oh, we don't have a solar panel factory become on the critical path, right?
I very much doubt it's ever going to be on the critical path.
There's dozens and dozens of manufacturers of solar panels worldwide that are all competing against each other.
So why are they wrong and you're right?
I mean, it's their job.
They probably know more about it than I do.
But no, in all seriousness, if you're like XAI right now trying to build Colossus One data center in downtown Memphis, right?
You want to get it done super fast.
So you're like, what are all the different things we need?
What are the factors of production to build this?
We need a building.
Well, we don't have time to build a building.
We'll buy a building.
Okay, and we'll adapt it.
We need power.
We need thermal cooling.
That stuff you can deliver on a truck.
So that's what they did.
You need access to gas.
They had access to gas there.