A 160-Year-Old Coal Lesson Says AI’s Power Problem Is About to Get Worse

As AI becomes cheaper and more efficient, demand paradoxically increases rather than decreases—mirroring the 1865 Jevons paradox with coal. Analyst James Altucher argues that Elon Musk is addressing AI's critical power bottleneck through vertical integration, including plans for orbital data centers powered by solar energy and a new chip manufacturing facility called Terafab. Altucher highlights a small supplier company as key to powering Musk's infrastructure network.