Zortix matched this thesis to China ETFs as one way for retail investors to get exposure. Not a recommendation.
US grid capacity as AI's limiting factor
The guest argued the US will run out of electrical grid capacity long before it runs out of chips, making grid investment a strategic priority to maintain AI leadership.
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The Callback
China's runaway entrepreneurial train
52 weeks between these two statements.
The guest expressed concern that anti-EV, anti-renewables political rhetoric in the US represents a strategic retreat from the technological future, contrasting it with China's focused, state-driven ambition to become an 'electro state.'
The guest argued the US will run out of electrical grid capacity long before it runs out of chips, making grid investment a strategic priority to maintain AI leadership.