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Energy Supply

topic on 3 shows · 3 statements across 3 episodes

Capital Allocators the a16z Podcast All-In

3 statements about Energy Supply, every show

a16z Insight
Patel: Energy and data centers are NVIDIA's primary growth bottleneck
“Do you invest in data centers and energy? Yeah. Do you invest in, because that's the bottleneck for your growth really is, is A, well, how much people want to spend and can spend, and B, the ability to actually put them in data centers.”
Dylan Patel Sep 22, 2025 ▶ 53:08 Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
ALL-IN Assertion Not checkable as stated
Altman: Energy supply is a major bottleneck for AI scaling
“There's finding the energy, which is a huge bottleneck.”
Sam Altman May 10, 2024 ▶ 15:00 Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
CAPITAL ALLOCATORS Assertion Not checkable as stated
Josh Friedman: Global energy depletion is roughly 10% per year without new supply
“Depletion is Something like 10% a year, and there's no new supply, and demand keeps coming from different parts of the world.”
Josh Friedman Jul 25, 2022 ▶ 49:44 Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)

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