PERSON DIRECTORY
Dave Blundin
Dave Blundin appears in 113 indexed conversations across Moonshots. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Chamath: Bitcoin Goes to Zero, Robots vs. $40T Debt, Elon’s SpaceX Shares for 72M Kids | EP #304
Peter DiamandisSalim IsmailDave BlundinAlexander Wissner-GrossChamath Palihapitiya
Chamath says AGI has arrived, but power, permitting, cooling and skilled labor could constrain deployment and create a massive compute shortage over the next three or four years.His nearly 6 GW power position reflects the thesis, while Alexander Wissner-Gross flags distillation and weak willingness to pay as counterweights.
Elon Musk on AGI Timeline, US vs China, Job Markets, Clean Energy & Humanoid Robots | 220
Peter DiamandisDave BlundinElon Musk
Musk forecasts AGI in 2026 and intelligence exceeding all humans combined by 2030, with capability improving roughly 10× per year, while electricity—not chips—constrains near-term deployment. xAI’s 1 GW buildout, China’s projected threefold US electricity output in 2026, and Colossus 2’s 1.5 GW target frame an immediate infrastructure race before possible labor and price deflation.
Unlocking AGI: How Life Changes for Everyone w/ Jack Hidary, Salim Ismail & Dave Blundin | EP #213
Peter DiamandisJack HidarySalim IsmailDave Blundin
AI infrastructure is entering a temporary energy bottleneck, with gas-turbine lead times around 4.5 years before SMRs, solar, and new factories may expand supply within seven to nine years.Cheaper power could relocate data centers toward Saudi energy resources and reprice desalination, healthcare, transport, and oil-dependent economies, while humanoid factories and quantum security remain key catalysts.