AI is accelerating faster than any technology in history. Frontier models are scaling to gigawatt-level energy needs, and global electricity demand is on track to surge more than 40% in the next decade. Power has become the defining bottleneck for AI progress. Joel Jean, our CEO and Co-founder, lays out a simple truth: the intelligence revolution will run on sunlight.
The Sun powered the first intelligence on Earth—humans. Our 20W brains run on solar energy mediated by plants. Now a new intelligence is coming. AGI may arrive as soon as 2030, with artificial superintelligence (ASI) coming soon after. I believe it too will be solar powered. AGI will run on solar energy mediated by PV. Because when you light a fire that will never go out, you need a forever energy source. We’ve unlocked infinite energy just in time for infinite intelligence. I had a lot of fun writing this piece! Read Part 2 below ☀️
