Yup. And he's smarter than Bill Gates. Neither Bill Gates nor Scott Adams know enough about the issues to hold such an opinion. Simply declaring a technology "impossible" requires great expertise in both the technology and the economics around it.
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Yup. Calculations I've seen (including from people I don't like) have convinced me that the experience curve for GenIV will probably take many decades to reach 100% of demand.
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That feels to me a lot like "there is no way we can solve the Y2K problem on time!" If we build rapid iteration sites, all bets are off.
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