https://minutesof.com/on/power/ Everyone on the record about power: 39 verbatim quotes from 2 people, November 2019 to August 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:33:09 +0000 https://minutesof.com/q/2cbe2ec5-4ba8-4401-9e50-95a7fe2050a5/ https://minutesof.com/q/2cbe2ec5-4ba8-4401-9e50-95a7fe2050a5/ “A Substack writer will fund the AI. They think that SpaceX is gonna try and bring on eight gigawatts of compute over the next eighteen months.” — Gavin Baker, Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 power https://minutesof.com/q/1c68adab-c7db-487c-a37a-3d17c27ea19c/ https://minutesof.com/q/1c68adab-c7db-487c-a37a-3d17c27ea19c/ “Well, if they're breaking their LTAs, it probably means, you know, your oversupply, prices are coming down, and then, you know, capacity naturally contracts. Well, what do you think is gonna happen to Google's allocations?” — Gavin Baker, Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 power https://minutesof.com/q/0013527c-0b2d-442c-81ee-05978ee5d2a3/ https://minutesof.com/q/0013527c-0b2d-442c-81ee-05978ee5d2a3/ “But even if we solve the shortage of Watts with orbital data centers, the TSM is still a bottleneck. And semi's and semiconductor manufacturing, you have a big advantage if you were ahead.” — Gavin Baker, Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 power https://minutesof.com/q/c36d1b7b-a557-4ecb-b855-6610596f9fe3/ https://minutesof.com/q/c36d1b7b-a557-4ecb-b855-6610596f9fe3/ “And I just think the same is true of compute. It's why I'm probably less worried about like an edge AI bear case than I was.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 power https://minutesof.com/q/0cb5c25b-cad5-4779-a19e-387ba516f38c/ https://minutesof.com/q/0cb5c25b-cad5-4779-a19e-387ba516f38c/ “It has these solar wings that are probably 500 feet long on each side. You keep it in a sun synchronous orbit.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 power https://minutesof.com/q/c820070b-1b0a-4ec0-8beb-cdc237a3f357/ https://minutesof.com/q/c820070b-1b0a-4ec0-8beb-cdc237a3f357/ “It's eight feet high. It's four feet deep, three feet wide. It's racks in space and SpaceX has showed you an illustration and it's a rack.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 power https://minutesof.com/q/37c6b2d5-a06c-4583-8cd8-bcefcb922043/ https://minutesof.com/q/37c6b2d5-a06c-4583-8cd8-bcefcb922043/ “And the years leading up to that are gonna be very painful for a lot of the companies and the power cooling spaces, you know, these industrial names,” — Gavin Baker, Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 power https://minutesof.com/q/37c6b2d5-a06c-4583-8cd8-bcefcb922043/ https://minutesof.com/q/37c6b2d5-a06c-4583-8cd8-bcefcb922043/ “And the years leading up to that are gonna be very painful for a lot of the companies and the power cooling spaces, you know, these industrial names,” — Gavin Baker, Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 power https://minutesof.com/q/ddd710e5-6e26-4f0b-a091-06e17dcff42b/ https://minutesof.com/q/ddd710e5-6e26-4f0b-a091-06e17dcff42b/ “But I can't imagine a day when in the next seven years, when we never build another terrestrial data center. Mhmm.” — Gavin Baker, Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 power https://minutesof.com/q/4bbf9d84-bae2-460e-a752-a60a13663534/ https://minutesof.com/q/4bbf9d84-bae2-460e-a752-a60a13663534/ “I could've Atreides could've invested over $50,000,000 in the round at 1,100,000,000, And I was conflicted out by Crusoe,” — Gavin Baker, Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 power https://minutesof.com/q/05badf52-27d8-4742-8532-91f442850ac7/ https://minutesof.com/q/05badf52-27d8-4742-8532-91f442850ac7/ “And the only two functioning switched scale up networks in the world today are the ones that power NVIDIA GPUs and Amazon's Trainiums.” — Gavin Baker, Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 power https://minutesof.com/q/20c46b63-3663-4f9f-9324-17a82821dfcb/ https://minutesof.com/q/20c46b63-3663-4f9f-9324-17a82821dfcb/ “And we're in an insane shortage despite spending cumulatively trillions of dollars. What happens when 5% of the world's population is using these models the way the cutting edge 10 basis points are?” — Gavin Baker, Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 power https://minutesof.com/q/fed24d72-5469-4f6d-8afa-f09422b9b452/ https://minutesof.com/q/fed24d72-5469-4f6d-8afa-f09422b9b452/ “We're gonna address the watt shortages with orbital compute for sure in the next five to seven years. But the wafer shortage, I think, is going to persist for a long time.” — Gavin Baker, Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 power https://minutesof.com/q/a110db52-8fec-41aa-a4a2-a4e12237f101/ https://minutesof.com/q/a110db52-8fec-41aa-a4a2-a4e12237f101/ “US Grid will get to like 10% of power by like '28, 27 is data centers. For water consumption, it's not even gonna crack 1%. Yeah. By the end of the decade.” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 power https://minutesof.com/q/70599022-7457-468b-b145-3cd24a5f0096/ https://minutesof.com/q/70599022-7457-468b-b145-3cd24a5f0096/ “next year, 30 gigawatts are being added and we think the power is there for it. Wow.” — Dylan Patel, TBPN Tue, 03 Feb 2026 23:08:03 +0000 power https://minutesof.com/q/fabe1871-3b4b-4c46-9a61-3d0bbd658281/ https://minutesof.com/q/fabe1871-3b4b-4c46-9a61-3d0bbd658281/ “The sun is 30% more intense and this results in six times more irradiance in outer space than on planet earth.” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 power https://minutesof.com/q/16da4440-37d1-4315-8fa2-3cd19228d2de/ https://minutesof.com/q/16da4440-37d1-4315-8fa2-3cd19228d2de/ “The sun is 30% more intense and this results in six times more irradiance in outer space than on planet earth. So you're getting a lot of solar energy.” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 power https://minutesof.com/q/e9c6e2e8-9e50-4310-a64c-ff8165e35a68/ https://minutesof.com/q/e9c6e2e8-9e50-4310-a64c-ff8165e35a68/ “You can have the satellite always kind of catching light. The sun is 30% more intense and this results in six times more irradiance” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 power https://minutesof.com/q/b0602eef-8453-42a9-b715-c5cf316b435f/ https://minutesof.com/q/b0602eef-8453-42a9-b715-c5cf316b435f/ “Goes from round numbers, 30 kilowatts, which is 30 American homes to 130 kilowatts, which is 130 American homes.” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 power https://minutesof.com/q/781366db-4e57-4c07-85ff-eba003666bd6/ https://minutesof.com/q/781366db-4e57-4c07-85ff-eba003666bd6/ “The rack goes from weighing round numbers, a thousand pounds to 3,000 pounds. Goes from round numbers, 30 kilowatts, which is 30 American homes to 130 kilowatts, which is 130 American homes.” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 power https://minutesof.com/q/f04afcff-68fc-4287-b5cd-9888a7f33126/ https://minutesof.com/q/f04afcff-68fc-4287-b5cd-9888a7f33126/ “Going from hopper to Blackwell, first you go from air cooled to liquid cooled. The rack goes from weighing round numbers, a thousand pounds to 3,000 pounds.” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 power https://minutesof.com/q/b5e8baa6-e2a8-44f5-8f5c-2b0a33c4a335/ https://minutesof.com/q/b5e8baa6-e2a8-44f5-8f5c-2b0a33c4a335/ “And the reason for that is it was by far the most complex product transition we've ever gone through in technology. Going from hopper to Blackwell, first you go from air cooled to liquid cooled.” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 power https://minutesof.com/q/50566b09-394e-4967-9d53-46dfd6777a8f/ https://minutesof.com/q/50566b09-394e-4967-9d53-46dfd6777a8f/ “When we look at power consumption by state, something pretty simple, there are certain states where more than half their power is going be consumed by AI just in the next few years.” — Dylan Patel, MedBricks Webcast Thu, 27 Mar 2025 13:55:08 +0000 power https://minutesof.com/q/f0927cde-cafd-4663-b2f9-55ca37f74d17/ https://minutesof.com/q/f0927cde-cafd-4663-b2f9-55ca37f74d17/ “Even if we don't turn off any more coal, in fact we restart some, we take all the natural gas dual combined cycle reactor deliveries that we're going to have,” — Dylan Patel, Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 power https://minutesof.com/q/6d70bd42-e4be-4dec-aa00-6d77aa2b2ba6/ https://minutesof.com/q/6d70bd42-e4be-4dec-aa00-6d77aa2b2ba6/ “There is an over 40 gigawatt hole in power for The US. Even if we don't turn off any more coal, in fact we restart some, we take all the natural gas dual combined cycle reactor deliveries that we're going to have, and you add in renewables, you have a 40 gigawatt hole of power production in The US.” — Dylan Patel, Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 power https://minutesof.com/q/9a24a996-f514-477e-88a8-0882e5e5068f/ https://minutesof.com/q/9a24a996-f514-477e-88a8-0882e5e5068f/ “And if they were to continue to build out what we expect them to build out in the next four or five years, it's going get to 30%, 40%.” — Dylan Patel, Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 power https://minutesof.com/q/eb6b2094-e7b7-4ac7-9761-c8cc9c5e0736/ https://minutesof.com/q/eb6b2094-e7b7-4ac7-9761-c8cc9c5e0736/ “Or or that's what it looks like based on or, you know, one gigawatt in twenty twenty six ish. And Meta's Meta's, like, trying to do, like, two gigawatts by early to mid twenty seven.” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 power https://minutesof.com/q/57323284-b466-4640-9fed-ea622dabe8e2/ https://minutesof.com/q/57323284-b466-4640-9fed-ea622dabe8e2/ “We're seeing, like, you know, 400, 500 megawatts cluster sort of being built out now. Right? Like you know? And and then, you know, in 2026, I'd imagine it'll be, like, gigawatt scale clusters.” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 power https://minutesof.com/q/19bb2687-114c-47f5-8cb4-14f6ed6a9075/ https://minutesof.com/q/19bb2687-114c-47f5-8cb4-14f6ed6a9075/ “Well, one, there's a gigawatt natural gas plant Yeah. That helps. Right next door. Right? Two, there's a natural gas line, a main that they tapped, and they set up their own generation capacity on-site.” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 power https://minutesof.com/q/03d1dcb7-cdc3-4b70-a35d-96720749d321/ https://minutesof.com/q/03d1dcb7-cdc3-4b70-a35d-96720749d321/ “Here you can see that same data center, that same type of data center vertically. And that's 48 megawatts, or 57, And then this data center center is like 300 megawatts.” — Dylan Patel, Scaling Intelligence Tue, 12 Nov 2024 04:17:00 +0000 power https://minutesof.com/q/e6ab75ac-8722-4e95-895e-afb4a981088d/ https://minutesof.com/q/e6ab75ac-8722-4e95-895e-afb4a981088d/ “China could just build it in six months, I think, around the 3 Gorges Dam or many other places. Right?” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 power https://minutesof.com/q/c6100f7c-5a0b-4c0a-994b-d6d31abbf605/ https://minutesof.com/q/c6100f7c-5a0b-4c0a-994b-d6d31abbf605/ “There's only basically three places in The United States today where you can get a gigawatt of power to a single data center that's reliable enough, I. E. That's nuclear.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 power https://minutesof.com/q/c6100f7c-5a0b-4c0a-994b-d6d31abbf605/ https://minutesof.com/q/c6100f7c-5a0b-4c0a-994b-d6d31abbf605/ “There's only basically three places in The United States today where you can get a gigawatt of power to a single data center that's reliable enough, I. E. That's nuclear.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 power https://minutesof.com/q/535090c8-2068-4740-9d62-3f36e9c09c8b/ https://minutesof.com/q/535090c8-2068-4740-9d62-3f36e9c09c8b/ “There's only basically three places in The United States today where you can get a gigawatt of power to a single data center that's reliable enough, I.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 power https://minutesof.com/q/535090c8-2068-4740-9d62-3f36e9c09c8b/ https://minutesof.com/q/535090c8-2068-4740-9d62-3f36e9c09c8b/ “There's only basically three places in The United States today where you can get a gigawatt of power to a single data center that's reliable enough, I.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 power https://minutesof.com/q/2ef0281e-1acf-4b2f-a09a-427746b64fa5/ https://minutesof.com/q/2ef0281e-1acf-4b2f-a09a-427746b64fa5/ “You have the same amount of GPUs and the same amount of power presumably. You could choose between faster time to market.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 power https://minutesof.com/q/32e64b43-db5d-48ee-815c-272156cf2971/ https://minutesof.com/q/32e64b43-db5d-48ee-815c-272156cf2971/ “The single most predictive element of knowledge about AI quality is the quantity of data used to train the algorithm.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 power https://minutesof.com/q/c6581532-cbbe-425f-bb38-995439fb7bb4/ https://minutesof.com/q/c6581532-cbbe-425f-bb38-995439fb7bb4/ “The only thing that has enabled the AI revolution that we're living through, which I think we're at the bottom of the first inning in, is one, we had the ability to do cloud computing, so just apply significantly more computational power to old algorithms, and then b, we had dramatically more data.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 power https://minutesof.com/q/f2d2fad6-7600-4063-962e-2e4712256930/ https://minutesof.com/q/f2d2fad6-7600-4063-962e-2e4712256930/ “Intel for the last, I don't know, fifty years, sixty years always got to the next node in semiconductor manufacturing first.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 power