Sacred Cows & Algorithms: Cutting Through the Code and the Bull
from The Year of the Cow - A Ryan Fair Podcast Hosted by Ryan Fair
Is AI really coming for your job, or is this justanother hype cycle. AI requires compute, energy, and training pipelines. Training GPT-4 level models can use ~1,000 MWh—enough to power 90 U.S. homes for a year. Investor sentiment drives valuations. Nvidia’s P/E >40 vs. S&P 500 avg ~20 shows hype is baked in. Regulation: SEC disclosures require firms to report AI risks; FTC investigates deceptive AI marketing. Energy regulators flag grid strain as adoption accelerates.
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