The Real Eisman Playbook//Ben Callo
AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69
Steve Eisman and Ben Callo argue that AI’s biggest bottleneck is not chips but power: U.S. grid capacity, interconnection, permitting, and labor. The episode then maps the winners across that buildout, with GE Vernova, Tesla energy, solar, and nuclear all framed as long-duration beneficiaries.
