Macro Voices cover image

MacroVoices #519 Alex Gurevich: The Next Perfect Trade

Macro Voices

00:00

Energy Bottleneck: Compute Will Dominate Demand

Alex argues compute demand will overwhelm energy supply and make energy the primary growth bottleneck for decades.

Play episode from 14:14
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app