energy inputs
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 10, 2025 by Chamath Palihapitiya · across every show →
Everything said about energy inputs, oldest first
Oct 10, 2025 neutral
Chamath: Energy and supply chain inputs will constrain AI growth and empower key suppliers
“I think that what you're going to see, and you're seeing it in those revenue graphs, is that there is a traffic jam that's happening in growth where it won't be the ability to actually build next-gen silicon. But it'll be the energy inputs that will constrain …”