Theo Jaffee

Most conversations about AI focus on software.

Samuel Bouria thinks the bigger story may be physical.

As AI systems become more powerful, the demand for energy, compute, data centers, chips and industrial capacity is growing at an extraordinary pace.

That demand could reshape not just the technology sector, but manufacturing, construction, energy production and the broader global economy.

Theo Jaffe speaks with Samo Burya about AI industrial revolutions, demographic decline, state capacity, and the institutions that determine whether societies can successfully adapt to technological change.

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We are live in the Situation Room.

Today is Thursday, May 28th.

Oh, what's going on with you?

I'm a helmet guy.

One of Roman Helmick's points was that you have a physical location and that location can be bombed.

The network state is physically located somewhere.