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Hi guys, I'm Marco, cousin in Finance, I'm Carlo, cousin in Finance, in this video we're going to comment on a video, an episode of the Let's Christmas podcast with guest chat polipatia. But who are they? Hi Marco, palipatia and the former Friedman, let's start with a ciabatta. Hi Matteo, he's the owner of social Capital, a venture capital firm as well as a multi-billion dollar investor.
The former Friedman is a Russian-American computer engineer specializing in artificial intelligence as well as the host of the podcast that we recommend everyone to go and check out. Very interesting, but first we invite you to like and leave a comment, subscribe to our YouTube channel and activate the bell.
Also, follow us on our Instagram and Tik Tok pages, cousins in Finance, all together, there are two main topics in this video. The first is the future of energy. The second is GI, as we see from Wikipedia, GI or in Italian, general artificial intelligence, is the ability of an intelligent agent to learn and understand any intellectual task that a human being can learn, so basically the idea of artificial intelligence taken to the extreme.
The implications of these two The issues are really important, let 's start with the geopolitical implications. If we think about it, all the wars that have been fought over the last 50 years are all due to economic reasons, mainly to reasons related to the energy sector. So, basically, to oil or, as we have recently seen, also to other energy sources such as natural gas.
In the conflict between Russia and Ukraine, the social implications are also far- reaching. In fact, the energy system of the future will be completely decentralized and totally in the hands of the people, so it will be very democratic. Finally, the economic implications: we will live in a future of abundance and wealth where working will simply be optional.
And where, above all, the global production chain will be managed by entities based on the i.e., one thinks of robots like the one I think is being developed called Optimus Time Technology. Donata Wow global download likes. The first is that the marginal cost of energy will go to zero, and the second is that the marginal cost of computation will go to zero.
But what is the marginal cost of energy? It is the cost for each additional unit of energy produced once the infrastructure is already present. In this case, with infrastructure we are talking about solar panels and storage batteries because this will go to zero now we have a huge energy source, namely the sun, which we are not fully using at the moment.
So when we put solar panels and a storage battery, it will cost us nothing to produce that extra kilowatt hour of energy, unlike oil where even to extract an extra liter of oil, we still have to spend money to run the drills and then we also have to refine and modify and treat what is the raw material of the oil.
This whole process must not be done with a renewable energy system such as solar or even wind power. Also the marginal cost of computational power Andrea zero as we can see from this graph. In fact, computational power per dollar has gone from 10 billion computations per second in 1980 to 100 million billion computations per second in 2010 and this exponential trend has continued even At the end of today's tour in this fragment of the podcast a fundamental characteristic of this energy revolution emerges that makes it different from all the others of the past, namely that the revolution will start from the consumers.
The large energy producers will be replaced by hundreds of millions of homes equipped with solar panels and storage batteries each of these houses will therefore be a small energy production center from Here the idea of a completely decentralized energy system in the hands of the people how this great revolution will happen as history teaches us is always a matter of taste only when the technology becomes cheaper than the previous one will it be adopted and as we can see in this graph the cost of the fundamental unit of this revolution i.e.
batteries is decreasing over time and we will reach a point where the option of solar panels plus storage batteries will be cheaper than any contract with a large energy producing company It is important to understand that the energy system of the future will be hyperconnected So every single house equipped with solar panels and an energy storage system will be able to introduce into the ecosystem the surplus energy that it does not use and therefore earn on the sale the energy generated will therefore pass from one house to another simply based on the demand and the need of the moment this energy system of the future does not stop only at houses but also involves all those products that are equipped with large batteries mainly electric cars every electric car will therefore be able to both draw but above all introduce energy into the system always based on the need and In our opinion, Tesla is the leader in both solar panels and storage batteries.
Furthermore, it already offers its users a software called autobitter that allows the user to resell on the grid the surplus energy generated by solar panels and stored in the battery. The most important thing is how will solar panels enter the mass market? As with any disruptive technology, the process is more or less always the same.
Initially, the technology is very expensive. And so the initial market is always a niche market. In the particular case of solar panels, this niche market is made up of consumers who are willing to pay a premium to pursue their ideals, in this case the ideal of having a positive impact, mainly on climate change.
As time passes, the more units of this technology are produced, the cost, therefore the technology itself, is increasingly decreasing. The main consequence is that many more consumers will be able to afford this technology. This will therefore lead to a loop that will lower production costs until reaching what is called price parity, which is nothing other than price parity with the technology previously available.
Once price parity is reached, the loop will continue to drive production costs higher. down to particular is a time when the new technology in this case solar panels will be much cheaper than the previous technology here we will see a sudden increase in the adoption curve until reaching an adoption of almost 100% of the new technology we think that Tesla will be the leader of the energy market of the future we think in fact that Tesla will manage the hundreds of millions of homes by selling solar panels storage batteries and managing the energy in the ecosystem through its software And what do you think about what the energy infrastructure of the future will be?
Write it to us below in the comments we remind you once again to like comment subscribe to the channel and activate the bell Also follow us even if our Instagram and Tik Tok pages cousins in Finance all attached and as always says that you hear Invest
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