What Casey Handmer thinks about the cloud

@casey-handmer · 78 positions · 2 changes of mind · On ppll ↗

Physicist, formerly at NASA's Jet Propulsion Laboratory, and founder of Terraform Industries, which is building plant to make synthetic natural gas from sunlight and air. Writes about energy, space and manufacturing at caseyhandmer.wordpress.com.

Casey Handmer did not write this page.

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1 dated position, 2025, in their own words. Our reading of what Casey Handmer has said — not written or endorsed by them.

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1. 15 Aug 2025

   Our readingThe hyperscalers are not sensitive to the cost of power at all; they are sensitive only to whether power is available.

   Their wordscentral takeaway is that is that the hyperscalers are not power cost sensitive they are power availability sensitive

   ↗China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmeryoutube.com 15th of 24 in this recording