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Samo Burja on Growth, Energy, and AI
aired Jun 12, 2026 · 27.0m
So I actually think a big macro story that we've been exploring at Bismarck Analysis and Bismarck Brief is that the demands of AI are so massive that for the first time in decades, the economies of scale necessary to supply them require industrial revolutions in everything. So this demand shock, and we could almost call it a demand shock, arriving from the future in AI is going through silicon, but eventually it's go
It goes beyond the title with direct discussion of think, know, right, including: So this demand shock, and we could almost call it a demand shock, arriving from the future in AI is going through silicon, but eventually it's going to reach things like mirrors an.