A single AI data center can draw as much power as San Francisco, and the grid can't carry it, so builders are putting power plants on site. We unpack the physics and the trillion-dollar debt cycle behind it, because that is where the hidden risk sits now.


• Free DeepValues app, intrinsic value and margin of safety for any stock

iPhone: https://apps.apple.com/us/app/deepvalues/id6775568608

Android: https://play.google.com/store/apps/details?id=app.deepvalues.android&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dmarket

• Is the market overvalued? Buffett Indicator & Bubble Watch

iPhone (Buffett Indicator): https://apps.apple.com/us/app/buffett-indicator/id6747404614

Android (Bubble Watch): https://play.google.com/store/apps/details?id=com.luluventures.bubblewatch.android&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dmarket


Chapters

(0:00) The AI Boom Mechanics

(4:35) Physical World Friction

(5:35) Behind-The-Meter Generation

(6:35) Physical World Friction

(7:46) AI Race Enters Physical World

(8:25) Physical World Friction

(9:46) Permanent Compute Shortage

(11:05) Solving Contract Mismatch

(12:42) Private-Sector Leverage Cycle

(14:58) Tokenization Economics

(19:18) Permanent Compute Shortage

(20:16) AI Race Enters Physical World

(22:39) Permanent Compute Shortage

(24:22) DeepValues App

(24:44) Get the apps


DeepValues toolkit

• Run the numbers on any stock yourself, free: https://app.deepvalues.ai/?ref=podcast&src=why_ai_is_outgrowing_the_power_grid-en

• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed): https://app.deepvalues.ai/letter?src=spotify&ref=why_ai_is_outgrowing_the_power_grid

• Open-source research on 300+ companies: https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=why_ai_is_outgrowing_the_power_grid

• Deep Value Intelligence, the multi-agent AI analyst: https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=why_ai_is_outgrowing_the_power_grid

• Developer API and MCP server for your AI agents: https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=why_ai_is_outgrowing_the_power_grid

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