Sam Altman recently defended AI's massive energy consumption by saying humans are energy-intensive too — consuming energy for 20 years before becoming useful. We think it deserves a harder look.

In this episode, we break down why that comparison is more than a clever deflection. We examine what AI's learning actually runs on and why that changes the argument entirely, why reducing humans to an efficiency metric is a framing worth resisting, and why this particular narrative is one that venture capitalists find very easy to fund — which tells you something important in itself.

We also look at what this means practically for investors: how to stress-test civilisational storytelling, which regulatory risks are being underpriced, and why energy intensity is a structural cost question as much as an environmental one.

No drama. Just clear analysis of a soundbite that slipped past most people — and probably shouldn't have.

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Prashant Choubey - ⁠https://www.linkedin.com/in/choubeysahab⁠

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