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power

4 statements across 4 episodes · 0 bullish · 1 bearish · 4 people on the record · first statement Jan 2, 2019 by John Hennessy · across every show →

Everything said about power, oldest first

Jan 2, 2019
Assertion Supported
Hennessy: Power is the second largest cost in large data centers
“The fascinating thing people don't realize is that after the cost of the physical servers themselves, The second biggest cost in a large data center is power.”
John Hennessy Jan 2, 2019 ▶ 6:01 a16z Podcast | From Research to Startup, There and Back Again
Jul 16, 2025
Disclosure
Price-Wright: Residential electricity costs spike 10x during peak 4-9 PM hours
“Like for me, my power is 10 X more expensive between the hours of four and nine PM. So we don't run the washing machine.”
Erin Price-Wright Jul 16, 2025 ▶ 22:31 America's Energy Problem: We Need A New Grid
Aug 6, 2025 neutral
Assertion Not checkable as stated
Patel: AI Growth Is Currently Constrained by Power, Compute, and Network
“And then you have to look back and say, where is AI constrained? Right now. It's constrained in power, it's constrained on compute, it's constrained on the net, on the network.”
Jeetu Patel Aug 6, 2025 ▶ 22:42 From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption
Oct 31, 2025 bearish
Prediction Open · timeframe Oct 2030
Horowitz: Power or cooling bottlenecks will trigger an AI chip glut
“Yeah, and even if the bottleneck within the infrastructure moves, so if it becomes power, if it becomes cooling or anything else, then you'll have a chip glut for sure, yeah.”
Ben Horowitz Oct 31, 2025 ▶ 34:22 Marc Andreessen and Ben Horowitz on the State of AI
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