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17 results for “energy”
Topic3 mentions across episodes
energy
Concept2 mentions across episodes
energy
...energy production and consumption, as as as The US industrialized, we we really ramped up energy generation and, and and also consumption. But if you look at this chart, you can see that, you know, it's it's kind of flatlined over the last twenty yea
33:46 / 34:48
from transcript33:46 – 34:48
You know you know, maybe you could look up what the power of consumption of a human a person is because the numbers are gonna get silly. But, like, that 15 to 20 megawatts was standard data center size. It was just unprecedented that was all GPUs run
3:50:12 / 3:51:16
from transcript3:50:12 – 3:51:16
But then over time, its scale has just been compounding. Right? And so when you skip forward to GPT three, then GPT four, GPT four, twenty thousand a 100 GPUs. Unprecedented run, right, in terms of the size and the cost. Right? Couple $100,000,000 on
3:49:29 / 3:50:31
from transcript3:49:29 – 3:50:31
of their power consumption. They're drawing from the system on a relatively consistent basis, and, of course, they need to be highly reliable. You know, they can't really be interrupted without having Cloudfare or AWS interruption style problems. So
30:44 / 31:48
from transcript30:44 – 31:48
...in energy consumption in a significant way, is certainly starting to. And then in the last couple years, you've had the buildout of computing infrastructure, which has started to add to that stacked bar chart of energy consumption. But a lot of the c
20:11 / 21:22
from transcript20:11 – 21:22
Amazing. Well, here's the let me let me give you the math. So we consume in this country about 4,000,000,000,000 kilowatt hours of electricity. Average price is 18¢ a kilowatt hour. So it's about call it $750,000,000,000 of spend on electricity every
24:44 / 25:53
from transcript24:44 – 25:53
but focused on the the flow of dollars and returns, I guess, or ownership. We'll start with the power bill. So your power bill, and this obviously varies by geography, and I'm gonna oversimplify here, but is roughly half the cost to generate the powe
8:50 / 10:01
from transcript8:50 – 10:01
Or in the summer, you know, half the year, you only gonna need 50. So, like, what would be baseload? What you need to do in in sort of modern civilization is every time you turn on the switch, like, the power is working. And so how you actually match
17:59 / 19:08
from transcript17:59 – 19:08
...amount of energy that your brain is consuming as it does all these crazy calculations. It's one blade of one GPU fan in one of these data centers. That's what I think of it. I feel like Noam Shazir's brain, though, is probably consuming, like, a thou
19:31 / 20:39
from transcript19:31 – 20:39
...use energy on a day to day basis. And we should be thinking about
16:26 / 17:31
from transcript16:26 – 17:31
So data centers, electrification of heating, electrification of transport. The wide eyed, you know, kind of fairy tale projections of the Rocky Mountain Institute and Green Tech Media people Yeah. Are looking at 20 to 25% growth in electricity demand
42:41 / 43:46
from transcript42:41 – 43:46
and then double it, and this is output, so I'm gonna transfer it back to capacity and you assume a 60% capacity factor, all the hyperscalers combined are around 15 gigawatts. And that's gotta be over half the data center demand. So to talk about 95 g
23:35 / 25:05
from transcript23:35 – 25:05
How much confidence do you have in those demand numbers, and how could they change over time? Moderate confidence, but, like, look where we're at now. Like, OpenAI built all the ChachiBT using two gigawatts. All the big tech hyperscalers, they haven'
23:15 / 24:17
from transcript23:15 – 24:17
...why energy storage is such an important part of the puzzle in keeping electricity prices down. Yeah. So, again, it all comes back to price. Right? Electricity is a commodity, and the best electron is the cheapest electron. And when you think about el
2:43 / 4:06
from transcript2:43 – 4:06
...energy strategy. The reality is we have we are in the midst of a generational increase in electricity demand, and what we need is more supply. And there are some types of supply that are better than others, and we can debate that. But what does bette
12:45 / 13:51
from transcript12:45 – 13:51
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