What Do You Think Is Gonna Power AI?
In this solo, Caleb uncovers the under-the-radar investment opportunity no one’s talking about—because they’re all distracted by AI. But here’s the twist: the AI revolution isn’t just about tech stocks. It’s about energy—and the power it takes to run this new world.
With staggering stats on global energy demand and hard truths about renewable scalability, Caleb makes the case for why oil and gas—yes, really—are poised for asymmetric returns. This episode is for investors who see past the headlines and follow smart money to where the real cash will be made.
TAKEAWAYS
- Training and running AI models requires massive electricity output.
- Renewables can’t scale fast enough to meet the exploding demand.
- Oil and gas remain the backbone of global energy, despite ESG hype.
- Upstream oil investment is declining while demand keeps rising.
- This creates a rare window for asymmetric returns in hard energy assets.
RESOURCES MENTIONED
FOLLOWS
CHAPTERS
1:36 AI’s Hidden Energy Cost
3:11 Why Renewables Can’t Keep Up
4:55 Global Energy Investment Trends
6:03 Demand Surges, Supply Shrinks
7:13 Oil & Gas: The Contrarian Play
8:11 Own the Engine, Not Just the Exit
KEYWORDS
AI energy demand, oil and gas investing, upstream oil, passive cash flow, hard assets, electricity crisis, smart money, ESG vs. returns, contrarian investing, own the exit, Caleb OAKIQ
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