Only China can build reactors fast enough; energy is the ignored bottleneck
Greg Osuri | Trump's impact on crypto x AI, why DePIN is inevitable, and Akash Network revenue ATH's (Proof of Coverage Media)
“We don’t pay enough attention to the energy bottlenecks. We just keep assuming these models are going to get larger and larger, but where do you get the power from? The only place you can get the power is China… only China can build a nuclear reactor in three years — they’ve done it — and the US is not that competitive anymore, sadly.” — 00:28:55
Context: Wrapping his energy thesis; argues the US can’t out-build the power curve, motivating distributed alternatives.