Electricity availability is the ultimate constraint for AI scaling
Voltage transformers are the current bottleneck ('Transformers for Transformers'); within 1-3 years electricity generation and grid capacity become the hard limit for AI data center growth.
Truthfulness, not political correctness, is key to safe superintelligence
Programming AI to be politically correct (e.g., Gemini diversity mandates) creates existential risk when AI has immense power; must train AI to be maximally truthful; regulatory authority n…
China not far behind in AI; development concentrated in SF and London
China has many smart people and will not be far behind US/West in AI capabilities; AI talent concentrating in San Francisco and London; physics PhDs moving to AI as fastest-moving field.
EV transition inevitable but bumpy; Chinese makers are fiercest competitors
All ground transport will electrify inevitably (like steam to ICE); adoption not a straight line; Chinese EV companies are globally most competitive; Tesla maintains advantage via real-worl…
Mars colonization feasible with known tech: 1M tons via 10k Starships in 20 years
No new physics needed for Mars self-sufficiency; requires 1-10M tons delivered via Starship with orbital refilling; first uncrewed landing in 5 years, humans in 7-9 years; multiplanetary sp…