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    Artwork for Dwarkesh Podcast
    Episode

    China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

    Dwarkesh Podcast · Aug 15, 2025 · 1 h 08 min
    Episode page

    How will we feed the 100s of GWs of extra energy demand that AI will create over the coming decade? On this episode, Casey Handmer (Caltech PhD, former NASA JPL, founder & CEO of Terraform Industries) walks me through how we can pull it off, and why he thinks a major part of this energy singularity will be powered by solar. His views are contrarian, but he came armed to defend them. Watch on…

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