Anni Sen(@anni_sen):Brad Gerster thinks 2028, GW addition is closer to 20-25GW rather than Dylan’s 45GW forecast. Half of that going to the two Frontier Labs. Also where is this massive new power going to come from with grid interconnect delays and NIMBY? That’s why $WULF w their own power generation in KY and permitted sites leased to Anthropic for 20 years and Lake Mariner to Fluidstack with a pipeline of 3GW is vitally important to feed the Labs.

2026.09.18 00:02

Brad Gerster thinks 2028, GW addition is closer to 20-25GW rather than Dylan’s 45GW forecast. Half of that going to the two Frontier Labs. Also where is this massive new power going to come from with grid interconnect delays and NIMBY? That’s why $WULF w their own power generation in KY and permitted sites leased to Anthropic for 20 years and Lake Mariner to Fluidstack with a pipeline of 3GW is vitally important to feed the Labs.

The All-In Podcast@theallinpod

2026.09.17 03:19

All-In Summit: Brad Gerstner -- Who’s Paying for AI CapEx? -- Semis Eat the Nasdaq -- Not Firing, Just Not Hiring -- The Gigawatt Gap ++ much more! (0:00) Welcome @altcap (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion (12:30) The risks: AI regulation, the nuclear precedent, power limits, and rising rates