Dylan Patel

They're too expensive to build.

You have your existing processes.

How do you hand them over?

How do you switch them over?

How do you teach people to do this?

AIs can help you with all of this.

You can take the pessimistic view of like, oh, we're just doing the same things, but it's like the value here is humongous.

The first approximation is that it's not that much power yet.

Data centers are like 3, 4% of the US power.

Data centers, period.

Of that, two is regular data centers and two is like AI data centers.

So like, that's nothing, dude.

Like, that's literally nothing.

It's just we haven't built power in like 40 years.

Or like we've transitioned from coal to natural gas more and more over 40 years.

So mostly we just don't know how to.

And there's these regulations and like there's not enough labor.

And like the supply chains for like Evernova and their dual combined cycle gas reactors are not there yet.

And same for like Mitsubishi.

Oh, like this random UV curing process for transformer coils is like there's only this much capacity and it takes two years to build them.