AI Data Centers Demand City-Scale Power as Grid Queues Stall Growth

I have applied the same framework to every investment for forty years: back what the next era needs, not what optimizes the last one. It is why I backed OpenAI before the world understood it, and solar when every utility said distributed generation would never scale. It is why I backed Mainspring over a decade ago, before anyone needed to ask where the power would come from.

Technology converts scarcity into abundance. In energy, the technology already exists and is already deployed. The only question is who builds the future on it first.

There is a better solution, commercially deployed for years. Linear generators convert fuel directly into electricity through a flameless, low-temperature reaction. Almost zero NOx, almost any fuel and efficiency more like solid oxide fuel cells. They deploy in months and run independent of or with the grid from day one.

@vkhosla I think a better question is who builds the future on it that'll last the longest, thus making it the future?

@vkhosla nuclear power plant across + UBI is the cure?

@vkhosla That is the way