Internalize this graph, we post it on this blog a lot. If trends continue, China will have 10x the electricity of the US in 10 years. Whenever you think about geopolitical strategy, always keep it in mind, because whatever your plans are must consider this.
Here’s a strategy that would make sense for America long term. Sell as many AI chips into China as possible, use the money to purchase solar panel and battery factories, and build out electricity capacity as quickly as possible. Fundamentally, compute is a function of electricity. That’s the sort of long term thinking that gives America a chance. With robotic labor, immigrants like Jensen and Elon, a business friendly culture, and an incredible chunk of land, it’s not so clear who is ahead in 50 years. Regardless, I do know this strategy would lead to massive prosperity for the citizens of both countries.
