“On power, the near-term shortage starts to ease in 2027 and 2028 as new sources of energy come online — and orbital compute solves it in the long term.”
Said May 20, 2026Deadline Dec 31, 2028Invest Like the Best with Patrick O'Shaughnessy, EP.473 "Gavin Baker – Watts and Wafers," May 20, 2026
Deadline is end of 2028; resolution will turn on whether US data-center power constraints measurably loosen in 2027-28 as new generation comes online.