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Energy Demands and Attention Economics
This chapter examines the surging electricity demand associated with AI and data centers, forecasting an energy consumption rise that may outstrip the crypto sector. It highlights investment opportunities in companies like Astera Labs and Vertiv that focus on sustainable energy solutions while addressing the challenges of computational efficiency and production scalability. Additionally, the chapter discusses the significance of attention in the internet economy, using Reddit's upcoming IPO as a case study for potential revenue growth through effective advertising strategies.