Lorxus comments on Good ways to monetarily profit from the increasing demand for power?

[Lorxus]

Recently, it’s become clear to me that power will be much more of a bottleneck than GPUs (and therefore even more valuable).

Please show your work.

[Matt Goldenberg]

I’ve heard several people who should know (Musk, Ascher) make detailed cases that seem right, and haven’t heard any convincing arguments to the contrary.

[Matt Goldenberg]

For those who disagreed, I’d love to be linked to convincing arguments to the contrary!