# Agent energy usage isn't priced into forecasts — bullish distributed training

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2026-02-24
- **Theme:** Energy & AI — https://www.gregosuri.com/predictions/energy-ai/
- **Source:** LIVE from NEARCON Day 1 In SF (The Rollup)
- **Watch at:** 03:20:49 — https://www.youtube.com/watch?v=oQ93LgM1N-o&t=12049s
- **Canonical:** https://www.gregosuri.com/predictions/energy-ai/2026-02-24-agent-energy-usage-isn-t-priced-into-forecasts-bul-hgx4/
- **Cite as:** Greg Osuri, "Agent energy usage isn't priced into forecasts — bullish distributed training," LIVE from NEARCON Day 1 In SF (The Rollup), 24 Feb 2026, 03:20:49. https://www.youtube.com/watch?v=oQ93LgM1N-o&t=12049s

## Quote — verbatim

> I don't think \[the IEA\] has taken into account what Peter did or \[OpenClaw\] did, in terms of energy usage. I think that's going to cause a lot more problems. I think that's why I'm super bullish on distributed training.

## Context — site annotation, not spoken

Argues viral agent products blow past official energy-demand projections, strengthening the case for home/distributed compute.