LESSWRONG
LW

Probably no easy way. Power generation and transmission, far more than chips or other AI inputs, is very heavily regulated and socialized. It's very difficult to set a clearing price for new sources or methods.

Add Comment

PeterMcCluskey

Jun 11, 2024

My favorite power-related stock is CSIQ (Canadian Solar).

I also have positions in lithium mining companies (for grid storage), and construction companies that have some focus on power grids (e.g. MYRG).

Uranium bets are harder to evaluate.

Add Comment

3 comments, sorted by

top scoring

Click to highlight new comments since: Today at 5:38 PM

[-]Lorxus1y2-3

Recently, it's become clear to me that power will be much more of a bottleneck than GPUs (and therefore even more valuable).

Please show your work.

[-]Matt Goldenberg1y-1-3

I've heard several people who should know (Musk, Ascher) make detailed cases that seem right, and haven't heard any convincing arguments to the contrary.

[-]Matt Goldenberg1y-10

For those who disagreed, I'd love to be linked to convincing arguments to the contrary!

Moderation Log

12

[ Question ]

Good ways to monetarily profit from the increasing demand for power?

12

12

2 Answers sorted by top scoring

Jun 11, 2024

Jun 11, 2024

2 Answers sorted by
top scoring