Igor's call, in full

The future runs on electrons, and we are plugging exponential demand into a 20th-century grid. I forecast the current power grid collapses because it cannot meet the growth from EVs, AI, crypto, and robotics. The bottleneck is no longer code. It is megawatts, water, and permits. Do the honest math and the world needs roughly 600 to 800 extra-large reactors, or about 3,000 small modular reactors, plus high-voltage transmission, storage, and efficiency, adding around 7,500 terawatt-hours of new annual electricity. The bill runs $8 to $16 trillion: $5 to $11 trillion for generation, $3 to $5 trillion for grid and storage. Building it takes about 28 years, not the fantasy timelines the CEOs sell. The receipts are showing: at the September 2025 White House dinner, Zuckerberg pledged roughly $600 billion of US investment through 2028, and Eric Schmidt told Congress AI will need multi-gigawatt facilities and near-free abundant energy. If you want EVs, AI, crypto, and robots at scale, someone funds the electrons. Pick your lane, and grab your wallet.

Adjacent calls

By 2030, AI infrastructure splits into two tiers: a contested public AI on land, and an untouchable sovereign AI in orbit, at sea, and on military bases.Early callThe data-center buildout hits a wall of bipartisan local opposition, the new pro-life movement of the AI era.On trackThe "all cars to EVs" timeline collides with battery-materials and grid reality. Converting the global fleet takes roughly 28 years.On track

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