The U.s. Infrastructure Deficit and Energy Production
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The power grid, you know, we're 20 years too late on building out power infrastructure. So listen to these numbers because I ran the math on this in great detail. China in an aggregate uh year, the total power they produce is over 10,000 terawatt hours. Okay? It's well over 10,000. The United States produces 4,400. At least that's I think those were 2023 numbers. So we're less than half. Trump promised to build 10 AP1000 nuclear power plants, which I think are built by Westinghouse. If you do the math on that, that would raise America from 4,400 terawatt hours to 4,500 terawatt hours. So it's not even a drop in the bucket. Meanwhile, China is building a massive new hydroelectric dam project that will dwarf anything in the world, actually. Which means that when it comes to, for example, AI research or AI inference, which is a power-hungry industry, that China's going to be able to outproduce and outcompete the United States just because it has cheap available electricity, plus it's getting gas from Russia through that new proposed pipeline that's going to cross Mongolia. So the US just, we're 20 years too late. And it also means ...