Episode Details

AI’s real bottleneck isn’t just chips—it’s electricity, grid access, and where the power will come from. In this episode of The Pomp Podcast, host Anthony Pompliano talks with investor Ramez Naam about why Bitcoin miners are shifting to AI, how data centers are fighting power scarcity, and why behind-the-meter gas turbines, batteries, and even floating or space-based data centers are entering the conversation. This condensed version turns the full discussion into a quick listen in minutes, highlighting the economics of AI compute, the difference between training and inference, and what energy market trends mean for big tech, climate tech, and infrastructure. You’ll also hear why the future of AI may be driven less by giant general-purpose models and more by efficient routing, synthetic data, and narrow breakthroughs in coding and math. Listen now to get the key ideas in minutes.