Zack Kass

I just don't spend a lot of time talking about it.

And by my calculation, the people who really need to worry about it are like hedge fund managers

and individuals who are so uniquely exposed to AI.

By the way, I am one of them.

Like, let's be clear.

It's not like I want my net worth to take a material hit.

It's that I know that this takes a long time to play out.

Now, my other hot take is that even if there is a bubble, what we are building right now, the AI infrastructure is super valuable.

And in particular, the energy infrastructure.

I think that the forcing function here around the AI sprint, the broad AI infrastructure sprint, is a net positive for everyone because it will spool up not 40% more energy, but 1,000% more energy.

And 1,000% more energy is only tenable if you have step functional breakthroughs in energy.

So you either need, for example, geothermal, of which there's like 100 gigawatts outside Yuma.

You need a solar field the size of Texas.

or fusion and small modular reactors.

And that forcing function is going to drive us into a new energy paradigm.

And what I always say to people is unmetered intelligence is very cool.

Do you know what's cooler?

Unmetered energy.

Like if nothing else, if AI drives us to a place where we can build desalinization and vertical farms so that everyone, everyone on earth, thanks to energy advancements can have clean drinking water and fresh produce, we will have done an enormous amount.

There are second order consequences, much like the railroads to this stuff.