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The next wave of millionaires & billionaires will be those who understand the Power Triad, it explains the next 25 years of innovation.
Compute = η × Energy
AI Capability = (η · E) / (k · D)
This helps you spot where demand and opportunites will be next in business/stock market:
Too much compute? → Data-poor.
(Think $NVDA, Chip makers + infrastructure)
Too much data? → Power-poor.
(Think $PLTR, platforms, enterprise analytics)
Too much data + compute? → Energy-poor.
(AI-heavy tech — growth capped until energy becomes cheaper or more available.)
I talk more about this in my book: