Ramez Naam

Mentioned in 1 episode

"There is not enough demand for communications on Earth to finance that via Starlink. There's no business model for Mars yet. So this is a gift to SpaceX that we have this AI demand."

Mentioned in 1 episode

"Bloom Supersonic, very cool company trying to make supersonic jetliners a thing again. That's a very hard task with many billions of dollars of regulatory costs. They have pivoted into using their engine design to make a natural gas turbine for data center power because the demand for this is so very high."

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"We keep finding ways to bend that curve. So, it's a little bit less bad than log linear, but it's still somewhere between a power law — as we see with DeepSeek Flash that just came out, as we see with Kimi K3. We keep finding ways to bend that curve."

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"We have this thing called the AP-1000. It's sort of a workhorse reactor. We've built a couple of them in the west, let's say four. China took a variant, took this design, made their own variant that had a local supply chain, and they've built more than a dozen."

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"As we see with DeepSeek Flash that just came out, as we see with Kimi K3. We keep finding ways to bend that curve."

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"Emerald AI is one example. They've made a few investments in this space. They do this via just software orchestration, moving jobs to the right data center."

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"Another company of mine, Weave Grid — I shouldn't say of mine, like I'm blessed to be an investor in them because they're smarter than I am. They have long helped utilities manage electric vehicle charging on the grid to reduce stress on the last mile, on the last block even. They already have software to time-slice and even out the charging of the vehicles."

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"One of my portfolio companies, Lamorian, I met them at Abundance 360, is working on that. But also now that you can tell AI: take my AI code and recompile it to run really fast on this AMD chip or the Cabus chip. I think Nvidia's lead is narrowing."

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"New technologies like sodium ion batteries could drop the cost of batteries by a factor of 10. And even now we already have the very first solar plus battery load power plants and they're affordable."

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"The most audacious fusion startup that I know of is a company called Avalanche Fusion, also in the Seattle area, and they believe they can make a fusion reactor small enough to power a car. It's not Mr. Fusion, it's more like half the size of a car. If it works it changes the entire world, but the confidence it works is much lower than the confidence for Commonwealth Fusion."