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AssidiousSamba's avatar

Excellent framework.

Can also add historically how over optimistic smartest people always are on avg. during a build out.

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TurtleTraderTex's avatar

I like the article so far just wanted to challenge the assumption of the growth in electricity demand due to computer chips. I’m not so sure I agree with the chart. Do you know his source for that demand? I think the efficiency gains could offset some or most of the demand.

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