OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
All-In with Chamath, Jason, Sacks & Friedberg
00:00
Secure Energy Deals Could Double Cloud Operating Costs
- Large guaranteed energy purchase agreements and long-term deals may double operating energy costs, forcing financial engineering and leverage.
- Chamath explains hyperscalers may pay 2x spot rates for assured energy (example Three Mile Island deal) to secure capacity.
Play episode from 43:31
Transcript
