🔮 What it will take for AI to scale (energy, compute, talent)

Listen on Apple Podcasts or SpotifyI recently set out my macro view on the next 24 months of AI. The response was strong and many of you wrote in with questions. In this episode, I build on that analysis and answer your questions.Some highlights:(03:36) The biggest AI constraint right now(10:43) Why mid-2026 is a crucial turning point(18:41) The market’s reaction to OpenAI’s code red(20:51) The best strategy for middling powers?🔔 Subscribe on YouTube for every video – including the ones we don’t publish here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe