Yesterday @AravSrinivas told me power was the most significant bottleneck to AI. Today I had KR Sridhar, CEO of Bloom Energy on 20VC. 1. We are not in an AI infrastructure bubble. AI is a hockey stick on a hockey stick. 2. We are now manufacturing intelligence, and the only input is electricity. 3. Power has never moved to the edge, and that's the whole game. 4. Turbines are a band-aid on mechanical-age infrastructure. 5. After food, energy sovereignty matters more than anything,…