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> If trends continue, China will have 10x the electricity of the US in 10 years

Trends won't continue, because China only has 4x the population. Trends would require China to come up with per-capita electricity demand that the US can't figure out, at a time when the US is also electrifying while leading the way in AI development. It's easy to think the first half of an S-curve will continue indefinitely if one doesn't try to look for the factors that would lead to the second half.

I missed the last sentence on a first read:

> My likelihood of imminent WWIII went up a lot with the nationalization of NVIDIA.

No such nationalization occurred and the link especially doesn't demonstrate any such thing. Interpreting it that way is frankly just culture warring on Mr. Hotz's part. I'm not impressed.