China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

Dwarkesh Patel
1:07:51
81,867 views
3 months ago

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Today I'm interviewing Casey Handmer.  Casey has worked on a bunch of cool things.  Caltech PhD on some gravitational wave black  hole gimmick stuff, then Hyperloop, then the

Jet Propulsion Laboratory at NASA. Now he is founder and CEO of   Terraform Industries. Casey, welcome. Thank you. It's great to be here finally.

Big picture question I'm interested in. To the extent that AI just ends up being   this big industrial race - who  can build the most solar panels?

Who can build the most batteries? Who can build the most GPUs and   transmission lines and transformers? This is not what the US is known for,

at least in recent decades. This is exactly what China is known for.  They have 20x the amount of yearly  solar manufacturing the US has.

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