David Ulevitch on how AI is transforming energy, defense, and logistics: "If you start at the most fundamental level, energy—we have an insatiable thirst for energy in this country, and AI compute is driving a huge amount of it." "AI compute will then power lots of things. It's not just going to power ChatGPT, but it's going to power autonomy systems, all kinds of other language models, and all other kinds of use cases." "If you look at defense, computer vision is transforming the…