Justin McAfee

What Justin McAfee has said on podcasts

18 statements

1. on China electricity and grid capacityPositiveSep 8, 2026· The Pomp Podcast

   China produces twice U.S. electricity and adds grid capacity six times faster.

   “China produces 2x the electricity of us. They're adding grid capacity six times faster than us.”

   Listen at 0:50

   Open the episode · China Is About To Catch The US In AI (Here's The Timeline) | Justin McAfee
2. on AI energy demandNeutralSep 8, 2026· The Pomp Podcast

   China’s AI energy demand uses less new capacity than U.S. AI demand.

   “Their AI energy usage demand is like one to five percent of the capacity they've added in the past five years. Whereas in the U.S., it's like 50 to 70 percent of the capacity we've added.”

   Listen at 0:57

   Open the episode · China Is About To Catch The US In AI (Here's The Timeline) | Justin McAfee
3. on Chinese AI labsPositiveSep 8, 2026· The Pomp Podcast

   Chinese AI labs trade at 65–100 times revenue and exceed U.S. lab valuations.

   “the chinese ai labs have like a 65x uh to 100x multiple on revenues so it's it's huge they're valued significantly more than the u.s labs”

   Listen at 9:37

   Open the episode · China Is About To Catch The US In AI (Here's The Timeline) | Justin McAfee

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

• Sep 8, 2026China narrows AI gap as chip controls reshape competitionThe Pomp PodcastSep 8, 2026Guest