While Silicon Valley obsesses over the latest AI hallucinations, the real revolution is powering the computer you're reading this on. It's the electron economy ' where electricity becomes as programmable as software. Twenty-one trillion dollars. That's how much will be invested in the energy transition, according to BloombergNEF. For context, that's 20x investments in AI to date and more than the combined market cap of every FAANG ' Facebook, Amazon, Apple, Netflix and Google ' stock. Recently, many investors have highlighted that security concerns will reshape energy markets, prompting countries to diversify their energy mix. It's the kind of incremental thinking you'd expect from traditional firms. Here's what the old-guard investors don't get: We're not just swapping one commodity for another ' we're witnessing the transformation of a utility into a technology platform. While they debate the optimal mix of natural gas vs solar, they completely miss the digital forest for the...
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