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Casey Handmer

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  1. Dwarkesh Patel1h 8m

    China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

    Casey Handmer, Mark Mandelmann

    The event analyzes the shifting strategic landscape where synthetic fuel technologies and rapid solar cost reductions challenge China's geopolitical vulnerabilities while redefining US energy dominance. It details a transition in data center infrastructure where hyperscalers are pivoting from natural gas to localized solar and battery systems to meet urgent uptime requirements despite regulatory bottlenecks. Finally, the discussion projects a future civilization metric based on raw energy availability rather than GDP, highlighting how integrated silicon-solar technologies could render traditional utility models obsolete in the era of advanced AI.

Casey Handmer: Interviews, Talks and Panel Discussions