From The Limiting Factor.

One Terawatt of compute roughly equivalent to the U.S. power grid. Why does Elon want that much power? He want to usher in an era of abundance by using AI to do mental and physical work at low cost. The best way to achieve low cost and win the AI game is through scale.

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*Timeline*
00:00 Introduction
01:03 Training vs Inference Compute Demands
03:50 Isn’t 1 Terawatt Excessive?
08:25 Kardashev Type 1 Civilization

Intro Music by Dyalla: Homer Said