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25 sats \ 0 replies \ @Solomonsatoshi 11 Dec \ on: Why We Don't See the Current Bubble (FT, Howard Marks) econ
AI depends upon electricity- huge volumes of it.
China today has a massive and growing advantage in electricity generation...giving it an inherent strategic advantage in the AI race.
Chinas massive lead on electricity generation gives it not only a huge advantage on AI but in virtually all industrial and post industrial areas of the economy.