Josh Kale

Okay, so those are the first two puzzle pieces, intelligence and capital.

And I think we did a good job illustrating the relationship between those two things.

I wanted to add the third jewel to the Thanos gauntlet of capitalism, energy.

As we alluded to, you get more intelligence when you just pump energy through LLMs.

That's actually something that you taught me.

Maybe you could talk a little bit more about that.

But also talk about just like the importance of energy as it relates to both intelligence and also just like kind of everything.

I think what you alluded to is like when you have all four puzzle pieces, you have energy, you have labor, you have capital and you have intelligence.

You don't need money anymore because those are the four things that you need to do anything that you want in the world.

you'd like capital has just been money has been basically just trying to coordinate resources but if you own all the resources and you have access to all the resources you don't actually need to coordinate them yourself because you have the intelligence to do so but we are skipping ahead a little bit i keep i keep wanting to i want to drill down a little bit more on the energy thing is it true that there are data centers out there that have like nvidia chips ready to go

And they're just idle because they don't have power.

I heard that somewhere not terribly long ago.

Is that true?

There was a case where that's true.

I'm not sure that still is, but that will be an impending problem, I would imagine.

Does that imply that we are producing more GPUs?

We're manufacturing GPUs faster than we can produce energy to power them?

currently.

Okay, so you pump more energy through an AI model, you get more intelligence.

Also, if you pump energy through the last puzzle piece, labor, you also get more manufacturing.