
Ramez Naam is an investor at Planetary VC and a longtime clean energy and AI expert. In this conversation, we break down the energy bottleneck constraining AI growth — from gas turbines and batteries to floating ocean data centers and Elon's orbital data center ambitions. We also cover why bitcoin miners are pivoting to AI infrastructure, general vs. narrow superintelligence, and the data bottleneck reshaping AI training.====================Turn every conversation into a searchable business asset with PLAUD NotePro. Visit https://Plaud.ai/pomp and use code POMP for 15% off.====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.====================0:00 - Intro1:03 - Why power is the real bottleneck for AI & solutions7:35 - Elon's orbital data center thesis11:17 - Cooling & maintenance challenges in space15:06 - Panthalassa: floating ocean data centers19:16 - Base Power & Texas deregulated grid21:30 - Giga Energy: from bitcoin mining to AI infrastructure22:44 - American Consolidated Electric & supple chain bottlenecks24:58 - General vs. narrow superintelligence33:02 - Where untapped data lives & building a data moat36:47 - Token costs, open source models & model routing41:53 - What is the mission Ramez is going after?
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Why Socialism Will DESTROY Your Investment Portfolio | Anthony & Polina Pompliano

Wall Street's Top AI Bull Reveals the Real Bottleneck (It's Not Chips) | Dan Ives

Bitcoin's Turn Is Next — The Easy Money AI Trade Is Over? | Jordi Visser

Bitcoin Debate: Pomp DESTROYS Peter Schiff
Free AI-powered recaps of The Pomp Podcast and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.