The $3T AI spend, grid bottlenecks, and the indexing trap

Kelly Intelligence's Kevin Kelly and Visible Alpha's Melissa Otto map out the next phase of the AI supercycle and break the massive energy grid bottleneck threatening the AI boom. Video Transcript 0:05 spk_0 Hello and welcome to Trade Talk. I'm Kenny Pulcurry, your host, and today we're joined by Melissa Otto, who's the visible alpha head of TMT Research. And we've got Kevin Kelly, intelligence founder, CEO. Uh, so, thank you for joining me today. I appreciate that. There's so much going on.