Last month in our conversation with @sama, he predicted that most new datacenters will be powered by natural gas – at least for now. Natural gas has become a crazy story recently, as it's central to both AI and LNG, two huge capex builds with geopolitical implications. We asked Michael Spyker of HTM Energy to teach us everything we need to know about natural gas. Here's part one of his fascinating deep dive: https://www.a16z.news/p/gas-fired-intelligence @ShaleTier7(a16z)