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I love this chart. In 1993 the German electricity companies said renewables could never supply more than 4% of the country's power... that was the ceiling. Last year they supplied 55.9%. Fourteen times the ceiling. It's the psychology of incumbents meeting exponential change. They extrapolate from the flat part of the curve, and the ceiling turns out to be a speed bump. Same story in EVs, in crypto, in AI... Impossible, then inevitable. I wrote a long form on this this week... why the same thing is about to happen to the energy supply for AI, and why solar is the only source that arrives in time: https://t.co/8flRdDtBt1
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Everyone's worried AI is going to eat the world's electricity... I think they've got the ending wrong. The most powerful companies on earth need more power than exists, and there's only one way they can build it fast enough. https://t.co/GgiZHPNr7i

RaoulGMI ↗
Library as of 2026-10-20