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power

4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Oct 22, 2024 by Chase Lockmiller · across every show →

Everything said about power, oldest first

Oct 22, 2024 neutral
Assertion Not checkable as stated
Lockmiller: Power is now the primary constraint scaling AI
“Power is the main constraint right now.”
Chase Lockmiller Oct 22, 2024 ▶ 11:49 Frontier Forum: An energy-first approach to data centers
Dec 5, 2024 positive
Insight
Janous: Securing electric power creates a defensible competitive moat in AI.
“And so not to mention the fact that the ability to acquire and collect those electrons then in some ways creates a moat against other folks that would want to try to do the same thing. So the more electrons That you can get a hold of, especially in the AI worl…”
Brian Janous Dec 5, 2024 ▶ 20:54 Explaining the 'Watt-Bit Spread'
Jan 20, 2026 bearish
Assertion Not checkable as stated
Burton: Data centers face power shortages rather than chip or land constraints
“There's plenty of space. There appear to be plenty of chips but there isn't enough power.”
Tom Burton Jan 20, 2026 ▶ 11:45 A ‘rain delay’ for the energy transition [partner content]
Jun 25, 2026 bearish
Opinion
Kann: Power is the rate limiter to AI growth
“And understanding the multiple factors that drive failure of new transmission, I think, is key to understanding why power is, in my opinion, The rate limiter to AI growth, and why upward pressure on electricity prices will probably sustain for a while.”
Shayle Kann Jun 25, 2026 ▶ 0:30 How data centers are complicating transmission expansion
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