#435 - The Grid, the GPUs and the Gap

Dillon connects the dots between the aging power grid, the AI boom, and what it all means for construction. He traces the arc from EV adoption to data center explosion — and why today's power demands from AI infrastructure dwarf anything the grid has faced before. He also gets into the Anthropic-xAI compute deal, SpaceX's looming IPO, and the SaaS valuation collapse, before bringing it back to a grounded point: AI is a powerful tool, but it still can't replace the contextual knowledge, code expertise, and real-world judgment that construction professionals bring every day.