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The number one AI derivative is power and as an investor I’m focusing on is figuring it out. It takes 100x the power required for the old generation of computers. So we need a gigawatt of power and you can’t get that anywhere on the US grid anymore.
Danielle Smith up in Alberta has all the power in North America. We’re gonna have to work out a deal with her. She’s got the lowest cost of energy anywhere in the world right now. Watch how popular she’s going to be in Washington over the next few months.
