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The rose tinted glasses are everyone expecting batteries to become a major part of the grid so we don't have to shut it down when the sun isn't shining.

Investing trillions in carbon free energy for AI is the most benign form of bubble I can imagine. If the bubble pops we have enough base load for the next century and don't die from climate change. If it doesn't we have the expertise to keep building large nuclear power plants.



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