By 2030 or sooner, we run out of energy to train new models
Ep. 654 The Intersection of AI and Cryptocurrency with Akash Network (CRYPTO 101)
“We cannot build nuclear reactors fast enough to demand. So by 2030, or even sooner, maybe, we will run out of energy to train new models. So AI will not evolve in terms of how big it can get in terms of models by 2030 or sooner.” — 00:16:41
Context: The episode’s central forecast, after walking through the options: solar storage bottlenecked by China-controlled minerals, hydro capped ~100 MW, SMRs not production-ready by 2030, 96 US reactors already ~93% utilized, 14 years to build the last one.