The House passes the Big Beautiful Bill, Chinese EV battery maker CATL raises $5 billion to fund overseas expansion, and VCs are testing a new investment model that modernizes mature companies with AI
Learning something new is not the greatest feeling; even better is the feeling when something you already know resonates like new knowledge.
That just happened to me, Chamath, and it concerned nuclear energy production.
Twenty or more years ago I switched back to being a nuclear power proponent. In your article I saw an insect sized reference that reinforced my belief — so tiny I’m surprised I even caught it.
You referenced a Financial Times article about a data center that was characterized by the amount of energy it consumes. NOT characterized by the compute power, but the consumed power. The number of electrons, a phrase you use, is the measure of a data center.
This was not the first such reference to a data center, but suddenly I bridged the gap. Nuclear power is to the world economy what food is to the world population. Decades ago, we learned the ability to grow food is the limiting factor for population size.
This is the decade America must learn electrons are the limiting factor for the economy. Nuclear power is to the world economy as the giant US wheat fields and the China rice fields are to the world population.
An economic collapse must be avoided; else a population collapse surely follows.
Learning something new is not the greatest feeling; even better is the feeling when something you already know resonates like new knowledge.
That just happened to me, Chamath, and it concerned nuclear energy production.
Twenty or more years ago I switched back to being a nuclear power proponent. In your article I saw an insect sized reference that reinforced my belief — so tiny I’m surprised I even caught it.
You referenced a Financial Times article about a data center that was characterized by the amount of energy it consumes. NOT characterized by the compute power, but the consumed power. The number of electrons, a phrase you use, is the measure of a data center.
This was not the first such reference to a data center, but suddenly I bridged the gap. Nuclear power is to the world economy what food is to the world population. Decades ago, we learned the ability to grow food is the limiting factor for population size.
This is the decade America must learn electrons are the limiting factor for the economy. Nuclear power is to the world economy as the giant US wheat fields and the China rice fields are to the world population.
An economic collapse must be avoided; else a population collapse surely follows.
Thanks Chamath!
Thanks Chamath!
stockmarket.news chart from 2003 is not useful.
Japan down to $1131B from $1328 in November 2021.
China at $765B from $1081 in Nov '21, an unprecedented 25% of their currency reserves, down from 58% in 2014 and 79% in 2005.
Per Treasury, foreign holders https://ticdata.treasury.gov/resource-center/data-chart-center/tic/Documents/slt_table5.html
1. A decent written recitation on The American Political Party of Violence https://shorturl.at/Q2VK5
2. Visa and Mastercard To Integrate With AI Agents https://www.websiteplanet.com/news/visa-mastercard-ai-agents-integration/
3. 184 million records data leak: Google, PayPal and Netflix passwords leaked online https://www.ghacks.net/2025/05/26/184-million-records-data-leak-google-paypal-and-netflix-passwords-discovered/
Enjoy