Oddbean new post about login | logout When the AI industry reaches an equilibrium and compute becomes commoditized, the industry will have to compete on power costs. To get the lowest costs companies will have to co-locate GPUs with bitcoin miners that can participate in demand response. https://tftc.io/martys-bent/the-convergence-ai-data-centers-bitcoin-mining/
So, Sustainable energy resources like geothermal and hydroelectric will have the advantage because the cost of production will be infrastructure base cost only. Oil and Nuclear are both very cost intensive and bitcoin mining is more a way for these companies to make their margins instead of becoming private mining companies. The developing world is placed advantageously ahead of countries dependent on energy resources developed during the industrial era. South America and especially Africa benefit from non dependence on costly and polluting energy resources like oil and gas and Nuclear. Obviously those two resources are the easiest way to build energy at scale the fastest, But good luck building a new oil and gas well or a nuclear plant without taking on debt.
This potential push-back against the humanity hating Malthusians is very welcome! “At the very least, the AI industry is joining us on the front lines against the Malthusian-energy-hating-climate-hysterics whether they realize it or not.”
nostr:note1sakdwq8sgcyd5zx25vwhtjqg3hql5j08k4wdjx052ffpph85hucqrn9pvh This is how citadels might arise. A free market flow of Energy, Bitcoin, AI and Nostr-comms.
