
Is the AI revolution actually a crisis of human independence? In this episode, I sit down with a global leader in digital infrastructure who is building the massive data centers powering our future. We discuss the shocking reality that 92% of recent US GDP growth is driven by AI investment, and why the physical limitations of our power grid are the only thing holding back a total transformation of society.We dive deep into the "Gigawatt Era," the race for nuclear energy, and the terrifying concept of "AI Sovereignty", where nations that cannot produce their own compute will become digital colonies. But the biggest risk isn't just geopolitical; it's biological. We discuss the "down-skilling" of humanity and why this might be the last moment in history where humans truly get to decide their own fate.Topics:- The Power Crisis: Why we need 6x the current power capacity in just 5 years.- AI Sovereignty: Why countries without data centers will lose their freedom.- The Nuclear Solution: Why Small Modular Reactors (SMRs) are the only way forward.- Cognitive Decline: How outsourcing thinking to AI is physically changing our brains.- The Job Market: The reality of "down-skilling" and why mass unemployment needs a government task force immediately.- Nvidia & The Market: Is the $4 Trillion valuation a bubble, or just the beginning?