[lamename]

As much as I like the article, I begrudgingly agree with you, which is why I think the author mentions the physical constraints of energy as the future wall that companies will have to deal with.

The question is do we think that will actually happen?

Personally I would love if it did, then this post would have the last laugh (as would I), but I think companies realize this energy problem already. Just search for the headlines of big tech funding or otherwise supporting nuclear reactors, power grid upgrades, etc.