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Electrif-Ai Everything (NYCW edition)

Saul Griffith · 20 Sept 2026

Read the piece on energyandstuff.substack.com ↗

3 korrents from this piece ↓

Saul Griffith did not write this page.

Every claim below was made in this piece, quoted word for word and numbered in the order the piece makes them, so you can read it there rather than take our word for it. The sentence above each quote is our reading of the claim, not their wording. Each quote was checked against a stored copy of the page at build time; where the two differ, the quote is the fact.

  1. Our reading

    The commodification of code may result in the democratization of code.

    Their wordsCommodification of code might just be the democratization of code.

  2. Our reading

    Data center expansion will be significantly smaller than some market optimists predict due to code efficiencies.

    Their wordsMy opinion is that we will find enormous code efficiencies and the data centre build-out will be far, far smaller than the hyperventilating stock boosters say, which will put a cap on the resources it will use.

  3. Our reading

    Producing commodities like iron, cement, and aluminium will require prolifically cheap electricity to remain price-competitive with fossil fuels.

    Their wordsFor commodities like iron, cement, aluminium, fertilisers, copper, nickel, and others, we are going to need prolifically cheap (like 2-3c/kWh) electricity to make them at the same prices they can be made with fossil fuels.

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