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

Curious about tech, investing, and where the world’s headed. Subscribe to the Future Investing YT Channel to stay in touch!

加入 January 2022

526 正在關注 51.9K 粉絲

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 👇