Tannor Manson(@Futurenvesting):The AI boom has barely started, and the biggest constraint may not be chips. It may be energy. I sat down with @kimmonismus to discuss: • Why AI infrastructure may still be constrained, not overbuilt • How AI agents are transforming software development • The potential impact on white-collar jobs • NVIDIA, inference chips, and the growing power bottleneck • China’s rapidly advancing AI ecosystem One of my favourite AI conversations yet. Full conversation below 👇

Tannor Manson

@Futurenvesting

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Joined January 2022

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Tannor Manson@Futurenvesting

2026.09.05 19:16

The AI boom has barely started, and the biggest constraint may not be chips. It may be energy. I sat down with @kimmonismus to discuss: • Why AI infrastructure may still be constrained, not overbuilt • How AI agents are transforming software development • The potential impact on white-collar jobs • NVIDIA, inference chips, and the growing power bottleneck • China’s rapidly advancing AI ecosystem One of my favourite AI conversations yet. Full conversation below 👇