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4 quotes from 1 episode on 20VC with Harry Stebbings, each with a timestamped link to the source.
Naveen Rao stated that expanding AI infrastructure faces scarce power reserves and shifting electricity markets. Naveen Rao pointed out that data centers already pay higher rates for electricity than general users.
Excess electrical capacity on the power grid will soon become scarce.
“I think that excess capacity is going to start getting very scarce…”
From Naveen Rao: AI Will Exhaust the US Power Grid Within Years
Unit pricing becomes secondary once total addressable markets reach trillion-dollar scale.
“Guys when we're talking about trillion plus dollar TAMs the price is almost irrelevant.”
From Naveen Rao on Why Robotics Will Dwarf AI Coding 100 to 1
Data centers already face higher power costs than general consumers. Operators pay 30% to 40% premiums over standard utility rates to secure scarce electricity.
“I think we're already seeing a two-tiered pricing occurring where the value of electricity for data centers is sort of higher than it is for general use…”
From Naveen Rao: AI Will Exhaust the US Power Grid Within Years
Improving token delivery efficiency by one order of magnitude expands the base of potential uses by more than ten times, turning single-trillion dollar sectors into much larger markets.
“…the reason that I think it's a fantastic market to be in is that if we knock off a zero, one order of magnitude efficiency on delivery of a token, that effectively 10xes the market in some ways. So, something that was a trillion dollar market, now all of a sudden you have way more applicability. The base of potential uses just increases more than 10x.”
From Naveen Rao on Why Robotics Will Dwarf AI Coding 100 to 1
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