Appears On
Episode Appearances
TBPN · Mar 24, 2026
Hill & Valley Gigastream, Apple's Next CEO, OpenAI's Non-Profit | Scott Nolan, Sarah Guo, Casey Handmer, Shaun Maguire, Delian Asparouhov, Zach Dell, Ryan Petersen, and Chase Lochmiller
“Announced breaking ground on desert test site for synthetic fuel production from sunlight”
Apple CEO succession planningAI infrastructure bottlenecksPrivate credit market stress
View AnalysisDwarkesh Podcast · Aug 15, 2025
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer
“Expert on energy infrastructure, synthetic fuels, and AI power requirements; argues solar will dominate AI power”
Solar energy manufacturing and cost curvesSynthetic fuels and energy storage technologyAI data center power requirements and constraints
View Analysis