#435 - The Grid, the GPUs and the Gap
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Dillon connects the dots between the aging power grid, the AI boom, and what it all means for construction. He traces the arc from EV adoption to data center explosion — and why today's power demands from AI infrastructure dwarf anything the grid has faced before. He also gets into the Anthropic-xAI compute deal, SpaceX's looming IPO, and the SaaS valuation collapse, before bringing it back to a grounded point: AI is a powerful tool, but it still can't replace the contextual knowledge, code expertise, and real-world judgment that construction professionals bring every day.
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