AI Is a Power Problem, Not a Software Problem

The AI boom is not constrained by chips, algorithms, or talent. It's constrained by electricity. Capital is moving accordingly.

In this episode, we examine why AI facilities require 50-150 kilowatts per rack versus 10-15 kilowatts for traditional computing, why developers face 5-7 year grid interconnection delays, and how Microsoft and Meta are deploying $145 billion combined in infrastructure bets on land, substations, and transmission capacity.

The companies winning this cycle won't be the ones with the best models. They'll be the ones with secured power capacity and execution timelines measured in megawatts, not parameters.