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The Megawatt Thesis

Avatar for Michael Litman Michael Litman PRO
April 23, 2026
Technology
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The Megawatt Thesis

Leopold Aschenbrenner's Megawatt Thesis: why AGI's binding constraint is electricity, not chips. The power curve, the grid problem, Bloom Energy, and the Oracle deal that confirmed everything.

Full talk: https://mikelitman.me/megawatts

Avatar for Michael Litman

Michael Litman PRO

April 23, 2026

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