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All right, welcome to another deep dive.

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Today, we're looking at something pretty fascinating.

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The energy demands of this whole digital world,

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especially with AI just exploding everywhere.

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We've got some great insights actually

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from energy expert Mark P. Mills.

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He was on the decouple podcast.

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And-

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Yeah, really interesting conversation.

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Oh, super interesting.

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So get this, some of these data centers

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are using as much power as a whole nuclear plant.

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I know it's mind-boggling when you think about it.

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It really is.

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And we're gonna dig into that.

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I mean, what's going on?

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Why is that?

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So, I mean, I think, you know,

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when we think about the cloud,

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we think of it as this kind of,

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I don't know, this intangible thing.

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Right, it's this sort of nebulous thing up there.

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Exactly.

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But you were talking about how it's actually,

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it's a very real, very physical network.

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Oh, absolutely.

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I mean, we're talking massive data centers,

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warehouse size buildings,

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millions of processing units,

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billions of miles of cables connecting everything.

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It's truly staggering.

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In fact, if you combined all that space,

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it would be larger than all the skyscrapers

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in the world combined.

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Oh, wow.

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Okay, so yeah, so it's not just all these ones and zeros

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floating around out there.

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There's this, I mean, this really power hungry

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infrastructure behind it all.

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Yeah, yeah.

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So why is AI so power hungry?

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Like, why does it use so much more energy

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than just regular computing?

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Well, the thing with AI,

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especially with machine learning,

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is that it needs these massive data sets

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to train the algorithms.

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Okay, so it's kind of like,

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it's like teaching a kid to recognize a cat, right?

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You're showing them thousands and thousands of pictures.

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Exactly, it's the same concept,

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but just on a ridiculously larger scale,

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and all that processing power.

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Well, it takes energy, lots of energy.

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And Mills was saying that AI uses something

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like 10 times the energy of traditional computing.

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Yeah, yeah.

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At least, and that's only gonna increase

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as AI gets more sophisticated.

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So, I mean, what are the implications of that then?

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Especially as AI becomes more and more integrated

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into our lives, I mean, we're already seeing it everywhere.

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Right, I mean, we're looking at a pretty significant

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increase in energy demand.

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And this is on top of the growth we're already seeing,

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from all the other digital services we use,

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streaming, online gaming, all of that.

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Right, right, so AI is almost like throwing

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rocket fuel on that fire.

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Pretty much, yeah.

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And it's not just a tech issue, right?

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This has geopolitical implications too.

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Oh, absolutely, I mean, access to cheap and reliable energy,

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that could become a major factor

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in which countries kind of end up leading the way

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in AI development.

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And Mills specifically points to China.

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Yeah.

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Because they're investing really heavily

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in both data centers and kind of surprisingly coal power.

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Right, it's interesting.

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Yeah, you think with everyone pushing for renewables,

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it's a little counter-occuative.

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It is, but it shows you the kind of tension

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that exists between immediate energy needs

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and these long-term sustainability goals.

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Right, right.

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China's prioritizing their position in the AI race,

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even if it means maybe relying on energy sources

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that aren't so environmentally friendly, at least for now.

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So, I mean, how does the US kind of compare

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in this whole energy AI landscape?

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Well, the US and Canada,

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they're still major hubs for AI innovation,

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but they rely more on natural gas and renewables.

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And those can be more expensive

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and less consistently available than coal.

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So, it raises some questions about whether,

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maybe over-regulation in the West

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could actually hinder its ability to compete in the long run.

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Interesting, now Mills also talks about this concept

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of in-silico research.

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Can you maybe explain what that is

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and why it's relevant to this whole discussion?

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Sure, so in-silico, it basically means, you know,

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performed on a computer or through computer simulation.

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So, in the context of research,

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it's about using computer models and simulations

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to study biological processes.

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Okay.

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So, imagine creating a digital twin of your body

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containing all your health data.

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Wow.

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And then scientists could use AI to run simulations

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and predict how different drugs or treatments

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might affect you.

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So, that sounds like, I mean,

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it sounds like something straight out of a sci-fi movie.

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It does a bit, doesn't it?

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It does, but what kind of energy demands

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would this in-silico research have?

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I mean, it sounds pretty intense.

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Oh, it would be very significant.

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You know, building and maintaining

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those detailed digital models,

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storing vast amounts of data,

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running these complex AI simulations,

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it all takes a lot of processing power.

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And like we've been talking about, you know,

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with any data heavy process,

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energy consumption is a key factor.

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So, we're not just talking about powering the cloud,

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as we know it.

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We're talking about a whole new level of energy demand

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as these in-silico applications become more widespread.

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Exactly.

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And that brings up some even more, you know,

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urgent questions about the future of energy production.

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You know, where will all this power come from?

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How can we, you know, ensure it's sustainable?

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Yeah.

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And those are the challenges that we're gonna be looking at

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more in-depth as our deep dive continues.

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All right, so we're back for part two

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of our deep dive into AI's energy appetite.

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And, you know, we've been talking about

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the energy-intensive nature of AI in-silico research.

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But what about solutions?

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I mean, where are we gonna get all this power?

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Well, that's the big question, isn't it?

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And Mills, he argues that we can't just rely on renewables,

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you know, for this base load power

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that these huge data centers need.

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Base load power, what's that?

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Right, so base load power, it's the minimum amount

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of electricity that a grid has to supply at all times,

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you know, to keep things running.

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And renewables like solar and wind, they're great,

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but they're intermittent, right?

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They're not always available.

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You can't always count on them.

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Okay.

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So data centers, they need this constant,

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this reliable energy source.

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And that's where, you know, all this talk

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about nuclear power comes in.

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Yeah.

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And it's interesting because Mills,

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he suggests that nuclear power,

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which has, you know, obviously been somewhat controversial.

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Just say the least.

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Yeah, he's saying that it might be making a comeback,

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not just for environmental reasons,

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but just out of sheer necessity.

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Yeah, I mean, he points out that some

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of these data centers are using as much electricity

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as a small nuclear power plant.

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It's great.

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It is.

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And as the demand for AI and computing power keeps growing,

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we have to consider all our options.

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And nuclear, it does provide that steady,

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that high output power that renewables,

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you know, at least for now, they just can't match.

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Yeah.

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I mean, but isn't building, you know, nuclear plants,

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isn't that a really lengthy and complex process?

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Oh, absolutely.

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Yeah.

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I mean, it takes years and years.

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And Mills, he acknowledges that.

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He says, even if we started today,

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it would be years before those plants came online.

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So he suggests that in the meantime,

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you know, we might have to think about

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some less ideal solutions, like keeping existing

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coal and gas plants running,

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maybe even bringing back some that were recently retired.

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I mean, that's bound to be, you know, unpopular,

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especially with everyone pushing for cleaner energy.

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Oh yeah, it's definitely gonna be controversial.

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But his argument is that it's a pragmatic approach,

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at least for the short term.

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You know, we can't just wish away the energy needs

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of the digital world.

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And while the long-term goal is to shift

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to more sustainable sources,

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we need practical solutions right now

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to kind of bridge that gap.

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Okay, so where does that leave us

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in terms of the long-term vision?

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Well, Mills, he believes that ultimately,

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it's gonna be a combination of nuclear power, renewables,

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and advancements in energy efficiency.

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That's what's gonna meet the demands of this digital future.

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And he's especially enthusiastic about the potential

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of small modular reactors, these SMRs.

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Oh, right.

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Which are, you know, they're smaller,

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they're more flexible, you know,

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they can be deployed more quickly

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and with less upfront investment.

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Okay, that sounds promising, but you know,

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this whole energy issue, it goes way beyond

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just data centers, right?

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I mean, think about, you know, electric vehicles,

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smart cities, all this tech that's changing our world.

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Oh yeah, it's a systemic challenge, for sure.

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And it has, you know, as we've been saying,

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these geopolitical implications as well,

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Mills points out that countries that have access to cheap

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and abundant energy, they could have a real advantage

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in this whole AI race.

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And we were talking before about China's, you know,

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investment in coal power.

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Are there other countries that are kind of positioned

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to benefit from this energy AI connection?

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Yeah, definitely.

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I mean, countries that have, you know,

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significant hydropower resources, like Canada

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or some South American nations,

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they could be in a good spot.

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The key is having a, you know, stable

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and affordable energy source to power all this,

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this massive computing infrastructure

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that's needed for AI development.

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And this is where, you know, the US,

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which has more of a diverse energy mix,

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this is where it might face a challenge

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because, you know, regulations and infrastructure limitations,

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they could slow things down,

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especially if energy costs start getting, you know, really high.

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So it's not just about, you know,

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having the smartest people or the most advanced algorithms,

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it's about having the energy resources

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to actually fuel those innovations.

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Yeah, exactly.

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And it really highlights the need for strategic thinking

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and long-term planning when it comes to energy policy.

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Yeah, one of the things that really struck me

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listening to the podcast was Mills' point about how

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our demand for information is fundamentally different

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from our demand for other resources.

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You know, we have a limit to how much food

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or material goods we can consume,

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but our appetite for information, it just seems limitless.

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Yeah, it's an interesting thought, isn't it?

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He uses the evolution of the words we use

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for large numbers as an example.

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You know, we've gone from kilobytes to megabytes

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to gigabytes, and now we're talking about

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zettabytes and yottabytes.

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I mean, these are numbers that are so large

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that it's hard to even grasp them.

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Yeah, he had that amazing analogy trying to visualize

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like a zettabyte of data as a stack of dollar bills

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reaching from the earth to the sun and back

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like 700,000 times.

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Yeah, which is just, I mean, it's mind-blowing.

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But it really underscores the sheer scale

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of this digital universe that we're creating.

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And as we generate more and more data,

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the energy needed to store it and process it,

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it's just gonna keep growing exponentially.

285
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Yeah, it sounds like we're really on the verge

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of a computing revolution,

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unlike anything we've ever seen,

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but one that comes with this massive,

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massive energy price tag.

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Absolutely, and that brings us back

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to the core question here.

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How do we balance this insatiable demand

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for information, for computing power,

294
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with the need for sustainable energy solutions?

295
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It's a tough question, with no easy answers,

296
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but maybe we can at least start by acknowledging

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the connection between energy technology and our future.

298
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Yeah, I agree.

299
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And that awareness needs to be reflected

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in our policies, our investments,

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our individual choices.

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We all have a role to play in shaping a future

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where AI and this digital world can thrive

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without damaging the planet.

305
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Welcome back to the final part now

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of our deep dive into AI's energy appetite.

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It's been quite a journey.

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It has, lots to think about.

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We've talked about the energy demands of AI,

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the potential of this in-silico research,

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the role of nuclear power.

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But before we wrap things up,

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there were a couple more key takeaways

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that I thought were worth digging into a bit.

315
00:12:32,800 --> 00:12:33,640
Yeah, I agree.

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We've definitely covered a lot of ground.

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But I think it is important to kind of step back

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and consider the bigger picture here.

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We talk about AI and the digital world

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as if it's its own separate thing.

321
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But the reality is it's very much tied to the physical world,

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especially when it comes to energy.

323
00:12:52,240 --> 00:12:55,000
Yeah, and Mills makes this really interesting point

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about how the infrastructure of the cloud,

325
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the data centers, the networks, the servers,

326
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it's almost like this hidden world

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that most people don't even think about.

328
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Right, out of sight, out of mind.

329
00:13:06,360 --> 00:13:07,280
Yeah, exactly.

330
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I mean, we interact with the digital world every day,

331
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constantly.

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But we rarely stop and think about this massive,

333
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this physical infrastructure that's making it all possible.

334
00:13:20,200 --> 00:13:22,040
Yeah, it's kind of like an iceberg, right?

335
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We see the tip, our smartphones, our laptops,

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the apps we use.

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But underneath, underneath the surface

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is this huge network of energy-intensive machinery

339
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that's keeping it all running.

340
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Right, right.

341
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And as we move towards even more complex

342
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and sophisticated AI applications,

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like the in-silico research we talked about,

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the size of that iceberg, it's only gonna grow.

345
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And that raises some really big questions

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about sustainability.

347
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I mean, can we keep expanding the digital world

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at this pace without putting an unsustainable strain

349
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on our energy resources?

350
00:13:57,600 --> 00:13:59,840
That's the, I mean, the million dollar question, right?

351
00:13:59,840 --> 00:14:00,680
Yeah.

352
00:14:00,680 --> 00:14:02,880
And there's no easy answer.

353
00:14:03,840 --> 00:14:07,960
Mills, he argues that we need this kind of,

354
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this multi-pronged approach.

355
00:14:09,840 --> 00:14:12,640
First, we gotta keep investing in renewables,

356
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solar, wind power.

357
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But as we've discussed, renewables alone,

358
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they can't meet the baseload power demands

359
00:14:20,640 --> 00:14:22,200
of these data centers.

360
00:14:22,200 --> 00:14:24,000
Right, because they need that constant,

361
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reliable source of energy.

362
00:14:25,320 --> 00:14:26,720
Right, exactly.

363
00:14:26,720 --> 00:14:30,280
Which is why Mills really advocates for

364
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a serious look at nuclear power.

365
00:14:33,680 --> 00:14:37,000
He sees it as a crucial part of the solution,

366
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especially as we try to move away from fossil fuels.

367
00:14:40,880 --> 00:14:42,880
He points out that nuclear plants,

368
00:14:42,880 --> 00:14:45,440
they have a very small carbon footprint

369
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and they can provide that steady,

370
00:14:47,640 --> 00:14:50,520
that high output power that data centers really need.

371
00:14:50,520 --> 00:14:53,920
I mean, but nuclear power, it comes with its own set

372
00:14:53,920 --> 00:14:55,280
of challenges.

373
00:14:55,280 --> 00:14:56,120
Right, yeah.

374
00:14:56,120 --> 00:14:57,160
I mean, the risk of accidents,

375
00:14:57,160 --> 00:14:59,440
the issue of nuclear waste.

376
00:14:59,440 --> 00:15:03,080
Absolutely, and those are serious concerns.

377
00:15:03,080 --> 00:15:05,560
And Mills, he doesn't shy away from that.

378
00:15:05,560 --> 00:15:06,400
He acknowledges that.

379
00:15:06,400 --> 00:15:10,480
But he argues that with advances in technology,

380
00:15:10,480 --> 00:15:13,360
in safety protocols, the risks associated

381
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with nuclear power, they're manageable.

382
00:15:16,560 --> 00:15:19,480
And he also believes that we need to invest more

383
00:15:19,480 --> 00:15:23,040
in research and development to find safe,

384
00:15:23,040 --> 00:15:27,200
effective solutions for dealing with nuclear waste.

385
00:15:27,200 --> 00:15:31,440
So it sounds like the future of AI and the digital world,

386
00:15:31,440 --> 00:15:33,680
it's gonna require this really kind of complex

387
00:15:33,680 --> 00:15:36,600
and nuanced approach to energy production.

388
00:15:36,600 --> 00:15:39,840
One that balances the need for clean energy

389
00:15:39,840 --> 00:15:43,440
with the need for this reliable, this base load power.

390
00:15:43,440 --> 00:15:44,960
It's a balancing act for sure.

391
00:15:44,960 --> 00:15:47,200
And it's not just a challenge for governments

392
00:15:47,200 --> 00:15:49,400
and corporations to figure out.

393
00:15:49,400 --> 00:15:51,440
It's something that's gonna require

394
00:15:51,440 --> 00:15:54,160
a collective effort from all of us.

395
00:15:54,160 --> 00:15:57,640
So what can individuals do?

396
00:15:57,640 --> 00:16:01,600
What can people like me, our listeners do

397
00:16:01,600 --> 00:16:02,920
to make a difference?

398
00:16:02,920 --> 00:16:05,880
I mean, it can feel kind of overwhelming.

399
00:16:05,880 --> 00:16:06,880
It can, yeah.

400
00:16:06,880 --> 00:16:07,920
It's a big issue.

401
00:16:07,920 --> 00:16:12,920
But even small changes in our own behavior can add up.

402
00:16:13,560 --> 00:16:16,240
We can be more mindful about our own energy use.

403
00:16:16,240 --> 00:16:20,440
We can support policies that encourage renewable energy.

404
00:16:20,440 --> 00:16:23,600
We can choose products and services from companies

405
00:16:23,600 --> 00:16:26,320
that are committed to sustainability.

406
00:16:26,320 --> 00:16:30,080
So it's not just about the technology itself.

407
00:16:30,080 --> 00:16:32,680
It's about the choices we make,

408
00:16:32,680 --> 00:16:35,120
both individually and as a society

409
00:16:35,120 --> 00:16:37,840
about how we use and produce energy.

410
00:16:37,840 --> 00:16:38,680
Exactly.

411
00:16:38,680 --> 00:16:41,920
And as our deep dive into AI's energy appetite,

412
00:16:41,920 --> 00:16:44,240
as it wraps up here, I hope it's clear

413
00:16:44,240 --> 00:16:46,680
that this isn't just a technical issue.

414
00:16:46,680 --> 00:16:50,320
It's something that touches on economics, on geopolitics,

415
00:16:50,320 --> 00:16:52,840
even on our own personal values.

416
00:16:52,840 --> 00:16:55,640
Yeah, it's a good reminder that the digital world,

417
00:16:55,640 --> 00:16:58,840
it's not this abstract, this intangible thing.

418
00:16:58,840 --> 00:17:02,720
It's built on a very physical infrastructure

419
00:17:02,720 --> 00:17:06,040
that needs real resources, especially energy.

420
00:17:06,040 --> 00:17:08,520
And as AI continues to evolve

421
00:17:08,520 --> 00:17:10,520
and become even more a part of our lives,

422
00:17:10,520 --> 00:17:13,720
it's really important that we have these conversations,

423
00:17:13,720 --> 00:17:15,360
these thoughtful and informed conversations

424
00:17:15,360 --> 00:17:18,040
about how to power this digital revolution

425
00:17:18,040 --> 00:17:20,160
in a way that's sustainable.

426
00:17:20,160 --> 00:17:21,960
Couldn't have said it better myself.

427
00:17:21,960 --> 00:17:25,920
The future of AI, the future of our planet, it depends on it.

428
00:17:25,920 --> 00:17:28,440
Well, thank you so much for joining us

429
00:17:28,440 --> 00:17:30,640
and for sharing your expertise with us today.

430
00:17:30,640 --> 00:17:33,200
This has been a really insightful discussion.

431
00:17:33,200 --> 00:17:36,120
And to our listeners, thank you for joining us

432
00:17:36,120 --> 00:17:37,200
on this deep dive as well.

433
00:17:37,200 --> 00:17:38,800
We hope you learned something new

434
00:17:38,800 --> 00:17:42,040
and that you'll keep exploring this really fascinating

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00:17:42,040 --> 00:17:46,200
and ever-changing world of AI and how it's shaping our lives.

