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BULLISHCore thesis · 5/5

AI's ultimate bottleneck is electricity, not chips

The thesis presented was that the limiting factor for AI advancement and military supremacy is access to low-cost, abundant electricity, creating infinite demand for the metals and infrastructure needed to generate and transmit power.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
AI's ultimate bottleneck is electricity, not chips · Zortix