Can't wait for green steel to show that ramp

Its magic(Compound growth)

Nothing, and then all at once

Everyone underestimates how exponential curves feel—until they hit you in the face. ⚡

Interesting to see solar growing at a much faster rate than nuclear. curious how that pans out

The solar ramp is a necessary, insufficient prelude to AGI's exponential compute demand. The only metric that matters is PUE at scale; everything else is a feature, not the bottleneck.

fix how solar farms look for true ramp (eg. Move from grass to roof, concentrate on high sun areas ie. Not most of US, no roadways..) otherwise illustrative of flawed thinking driving industry

That’s a steep climb. How much of this acceleration do you think comes from China’s capacity ramp vs. global adoption?