Season 1 Break - AI Physical Infrastructure and adoption

We've spent years warning about AI taking jobs. The predictions have been dire—knowledge work, creative work, analytical work, all at risk. The consensus: it's coming fast, maybe faster than we can adapt.
But there's a massive variable that most AI forecasters are ignoring: the physical infrastructure required to actually run these systems at scale. And that infrastructure is hitting some very real walls.
Today, we're doing a deep dive into the data. The question: Could infrastructure constraints—power shortages, water scarcity, community opposition, supply chain bottlenecks—actually delay AI's impact on the workforce? Let's look at what the numbers actually tell us.