I heard this podcast before, but not sure where it says “coming to parity and should be resolved in two years”, not sure if I missed anything.
But I think, it should continue much longer than 2 years, considering the huge demand due to AI and data center (AI itself will double the global power consumption in 2 years time), Crypto mining, old grid revamps in US/Europe, transiting to EV/and charging stations all over the world, focus on renewal energy generation for energy security/geopolitical prospect and reducing carbon footprint.
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