electricity is a base input to every manufacturing or industrial process... And what we make electricity with in America overwhelmingly is natural gas... NG1. It is down this year.
there's a narrative that Nvidia is losing share to the TPU. And Broadcom guided for 143% year-over-year growth in their AI semiconductor revenue
I think going to a city where you can't get in a Waymo or a cyber cab is going to feel barbaric and unsafe... whatever individual municipalities decide... I just don't think it's going to persist.