Tech founders betting on cheap energy to power AI, your model may be wrong.
The cost of energy determines the cost of everything.
By 2030, AI data centers alone are projected to use more power than the entire country of Japan.
Right now, daily ChatGPT queries use roughly the same energy it takes to power a city the size of Miami.
AI is not just a software story.
It is an infrastructure story.
More compute means more electricity.
More electricity demand means higher marginal pricing pressure.
If you are modeling the future of AI, SaaS, manufacturing, or even real estate without factoring in long term energy constraints, your assumptions are incomplete.
The next decade will reward people who understand the energy layer behind the AI boom.
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