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in the very broad shoulders of long term, he's probably right.. its why the concept of a dysonsphere is around. you can get uninterrupted 24/7 free energy.
but yeah, the tech is a long way away.
*Edit: lol My estimate is that within 2 to 3 years, the lowest cost way to generate AI compute will be in space.
i think 2-3 years is a very unlikely outcome.