Ramez Naam
Clean-energy investor · Author
“In the U.S. if you put in a request for hundreds of megawatts of power to build the data center today, good luck getting that power before 2031.”
“the grid itself, the poles and wires are the limit. ... the poles and wires have thus far not become an exponential technology.”
“new technologies like sodium ion batteries could drop the cost of batteries by a factor of 10. We already have the very first solar plus battery baseload power plants and they're affordable.”
Ramez Naam
One-line summary: Energy/AI intersection; 2031 interconnect, poles-and-wires as the non-exponential, sodium-ion 10x cost drop.
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On ai-power-gap-to-genset-bridge-power, aging-grid-replacement-to-td-capex-supercycle:
"In the U.S. if you put in a request for hundreds of megawatts of power to build the data center today, good luck getting that power before 2031." — 2026-08-15-moonshots-200gw-hiding-in-grid-sodium-batteries-10x-cheaper (2026-08-15)
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On aging-grid-replacement-to-td-capex-supercycle:
"the grid itself, the poles and wires are the limit. ... the poles and wires have thus far not become an exponential technology." — 2026-08-15-moonshots-200gw-hiding-in-grid-sodium-batteries-10x-cheaper (2026-08-15)
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On nuclear-baseload-for-ai-data-centers:
"new technologies like sodium ion batteries could drop the cost of batteries by a factor of 10. We already have the very first solar plus battery baseload power plants and they're affordable." — 2026-08-15-moonshots-200gw-hiding-in-grid-sodium-batteries-10x-cheaper (2026-08-15)
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