Looking for an energy expert to interview on my podcast. I want to get in the weeds on what will happen the wild AI worlds. As AI actually becomes capable of substituting for human labor, your country's GDP will be denominated by your AI population size, which is downstream of energy. What does this mean for different countries? Given how fast the US falling behind China in electricity generation, what would it take for us to make up the ground? What are the most plausible sources (natural gas, nuclear, solar), what are their supply curves, the main physical or regulatory bottlenecks that would slow down a ramp up, etc. Who's the right guest to chat this through?
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