Energy and AI
According to IEA, "The market capitalisation of AI-related firms in the S&P 500 has grown by around USD 12 trillion since 2022." If that were my $12T, I would be hesitant to tie its value to our existing, slow moving, and increasingly fragile electric utilities and grids. (Think about the Iberian Peninsula.) Instead I would want to see new utilities, new grids, competition, speed, and innovation. That's what "Consumer Regulated Electricity" or CRE is all about: allowing the creation of new, independent, and competitive utility-scale utilities. Since these new "CRE Utilities" would be competitive with each other, not to mention with the existing utilities and grids, they will be driven to be more creative, more innovative, and move with far greater speed than is possible in today's sector. That's where I'd put my $12T. (Note to self: Find a way to get $12T.)
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