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energy

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement May 20, 2026 by Gavin Baker · across every show →

Everything said about energy, oldest first

May 20, 2026 bearish
Assertion Not checkable as stated
Baker: AI profits accrue to infrastructure and models, not applications
“Today in that, in Jensen's five layer cake of AI. The profits. They're accruing to energy. They're accruing to data centers. They're accruing to chips. They're accruing to models. Not really accruing to the applications.”
Gavin Baker May 20, 2026 ▶ 52:53 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
Aug 11, 2026 bearish
Insight
Vishria: Energy Bottlenecks Will Lead to Fewer and More Expensive AI Tokens
“If energy is what you need for compute and is the bottleneck, And there's unlimited demand for intelligence. Then it stands to reason that if we have a lot less energy, then we will have a lot less intelligence or a lot less tokens or a lot more expensive toke…”
Eric Vishria Aug 11, 2026 ▶ 30:27 Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
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