Reason and empirical evidence should be applied to public policy and could make the world a better place if only we allowed it to. But what generally gets in the way is something called repugnance

Origins Podcast

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public-policycognitive-biasdecision-making

watts and wafers, the two physical constraints that in Gavin's view will dictate the next phase of AI

Patrick O'Shaughnessy — Invest Like the Best with Patrick O'Shaughnessy

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aihardware-constraintsenergy-efficiency

the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shortage starts to ease in 2027 and 2028 as new sources of energy come online, and that orbital compute solves it in the long term. On wafers, he explains what is different this time from the dotcom bubble and why TSMC's capacity decisions may be the single most important variable to watch.

Invest Like the Best with Patrick O'Shaughnessy

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aiinfrastructureenergy