Today's episode explores the fundamental shift from a compute-constrained to a power-constrained AI era, where the race for intelligence is being won or lost at the power grid. We examine how the massive capital expenditure of hyperscalers is reshaping global geopolitics and why the future of AI depends more on energy infrastructure than software algorithms.

Explore the full visual digest at pers-int.com

0:00 - Introduction
1:17 - The Compute Scramble: Power, Chips, and the AI Arms Race
9:29 - Conclusion

Referenced sources:
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze (All-In with Chamath, Jason, Sacks & Friedberg)
The Week AI Grew Up (The AI Daily Brief: Artificial Intelligence News and Analysis)
AI and Jobs What Data and History Say (Thoughts on the Market)

This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.