At Fortune Brainstorm Tech, Tesla cofounder and CEO of Redwood Materials JB Straubel warned that China's pace of infrastructure development is moving at a scale and speed that's difficult for many Americans to grasp.
As AI drives growing demand for electricity, he argued that access to energy is becoming a key competitive advantage.
“People will move around the planet to find where the energy is available,” he said. “If that's not the U.S., that to me is a failure.”
