Ramez Naam
speaker
373 appearances
1 recordings
1 series
first heard Jul 2026
last heard 16 Jul
Ramez Naam’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
the bitcoin miners i know are all shifting to ai i think you've covered this as well and it's because they have access to power and that is the bottleneck and you just make more dollars per kilowatt hour going into an ai compute than you do in bitcoin ultimately uh and b because power is the constraint the you know value flows to what's scarce
Yeah, absolutely.
Like AI is hugely compute intensive.
The way that we've been making AI better is through the scaling laws.
And the scaling laws look awesome at the beginning, but they're brutal.
It means you have to keep doubling the amount of compute that
to get linear gains and add performance.
So there's this huge race to do so.
And we're just not used to expanding the grid at this pace.
In the 50s, we built out the grid 5%, 7% growth a year.
But for the last two decades, it's been zero growth.
So we're just not accustomed to putting on new power or new sources of demand at this pace.
So the poles and wires themselves
are the bottleneck right now.
Chip production is about twice the pace that we can hook things up to the grid.
And that's the bottleneck everyone is trying to work around.
Well, let me walk you through the overall set of options people have.
Option one is you're going to build a data center.
You put in a request to the grid to get hooked up.
And a few years ago, that was fine.
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