Futurist Anders Sörman-Nilsson on Powering AI & the Energy Transition | Rockstars Investor Event скачать в хорошем качестве

Futurist Anders Sörman-Nilsson on Powering AI & the Energy Transition | Rockstars Investor Event

What will the world look like in 10 years’ time? It’s a question easier asked than answered. Narrowing it down to industries makes it a little easier. The sectors set to define the next decade - AI, quantum computing, electric vehicles, batteries, robotics - all depend on a secure, scalable supply of the minerals that power them. This was the underlying theme of our Mining Rock Stars investor event in Sydney last month.Futurist Anders Sorman-Nilsson delivered a keynote* reminding us that our AI future isn’t virtual — it’s geological: “Every ChatGPT query runs on electrons pulled through copper, across silver contacts, cooled by rare-earth magnets.” The event was a high-calibre collaboration between three of Australia’s leading IR firms (Investability, Tau Media, and The Capital Network) and brought together over 120 investors with six standout ASX-listed miners. 00:00 — Welcome & Setup 01:28 — Thesis: digital isn’t virtual, it’s geological 07:23 — The physical internet: sensors/IoT & its real footprint 09:29 — Six converging shifts powering the thesis 14:41 — Think exponentially (Amara’s Law) — don’t plan linearly 15:38 — The ‘Physical Cloud’ + the numbers (DC power, copper/EV/silver/REE; China refining) 21:32 — Australia’s ‘Five Endowments’ 23:28 — Three Key Takeaways