Microsoft just paid to restart Three Mile Island. Amazon is buying nuclear reactors. The biggest companies on earth have done the math, and they are terrified of one simple fact: There is not enough electricity on the grid to run the future they promised us.
In this video, we conduct a forensic investigation into the "Thermodynamic Wall" facing the AI revolution. We analyze the Jevons Paradox, the collapse of the US power grid, and why the next financial crisis won't be about debt—it will be about physics.
We cover:
-The News: Why Big Tech is going "Behind the Meter" to secure nuclear power.
-The Math: Why a ChatGPT query uses 10x the energy of a Google search.
-The History: How the 1973 Oil Shock predicts the coming Electricity Shock.
-The Pivot: Why the "Smart Money" is rotating from Chips (Nvidia) to Atoms (Uranium, Gas, Copper).
DISCLAIMER: This video is for educational and historical analysis purposes only. It is not financial advice. The content explores macroeconomic history and data patterns. Always do your own research before making financial decisions.
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