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 over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The Pomp Podcast · Why Elon Wants to Put Data Centers in Space | Ramez Naam · 16 Jul 2026 podcast

In fact,

Texas is the number one state in the U.S.

for solar, wind and batteries without any specific policies to advance them.

It's just a very, very competitive market.

And so these things went on cost.

So I'd love to see more of the U.S.

adopt a model like that.

Look, I think it makes sense for a lot of reasons.

I think we will still see multiple business models make sense.

But A, 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.

And B, because power is the constraint, the value flows to what's scarce.

So the ability to get things hooked up to power or the ability to route around power limitations of the grid, that becomes a limiting factor where the value flows.

We see some of it, but transformers classically are in short supply right now.

So all of these components are in short supply.

These come often from companies that are not public, that are sometimes family owned, old companies that are a little risk averse to building out a new assembly line or increasing their supply chain.

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