China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

How will we feed the 100s of GWs of extra energy demand that AI will create over the next decade? On this episode, Casey Handmer (Caltech PhD, former NASA JPL, founder & CEO of Terraform Industries) walks me through how we can pull it off, and why he thinks a major part of this energy singularity will be powered by solar. His views are contrarian, but he came armed to defend them. 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒 * Transcript: https://www.dwarkesh.com/p/casey-handmer * Apple Podcasts: https://podcasts.apple.com/us/podcast/china-is-killing-the-us-on-energy-does-that-mean/id1516093381?i=1000722101753 * Spotify: https://open.spotify.com/episode/3vV7Vki2qJhO2AyodIaTMo?si=Gv0aEF9mSSu5cmPMksndRg 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 * Lighthouse helps frontier technology companies like Cursor and Physical Intelligence navigate the U.S. immigration system and hire top talent from around the world. Lighthouse handles everything for you, maximizing the probability of visa approval while minimizing the work you have to do. Learn more at https://www.lighthousehq.com/employers To sponsor a future episode, visit https://www.dwarkesh.com/advertise 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 00:00:00 – Why doesn’t China win by default? 00:08:28 – Why hyperscalers choose natural gas over solar 00:18:01 – Solar's astonishing learning rates 00:27:02 – How to build 50,000 acre solar-powered data centers 00:40:24 – Environmental regulations blocking clean energy 00:44:04 – Batteries replacing the grid 00:49:14 – GDP is broken, AGI's true value must be measured in total energy use 00:58:45 – Silicon wafers in space with one mind each