

WOA Shanghai Social: Is Power the Real Bottleneck in AI?
Is Power the Real Bottleneck in AI?
Meet Akash Bajwa, who leads AI investments at Earlybird Venture Capital, one of Europe's earliest VC funds, out of its London office. Join us for an informal happy hour to hear how a top tier European VC reads the AI landscape, from the foundation-model race to the power bottleneck that could gate the next wave of inference.
Akash is also a writer and has an audience of 8k+ founders/VCs across US and Europe: https://www.akashbajwa.co/. He also runs a large founder community in London with 400+ members and past speakers from all the AI labs and scale-ups.
Please view Akash's Linkedin here:
akashbajwa
Over drinks, we'll get into:
Why power, not chips, may be the real constraint on AI, and the scenario where GPUs sit racked but can't connect to the grid
Hear a frontier AI investor's map of the stack, from energy and silicon up to models and applications, and where capital is rotating next
Explore where the alpha is: deep tech, quantum, next-gen semis, and fusion, plus the non-transformer labs betting on a new paradigm
Compare how Asia and Europe diverge on energy, physical AI, and robotics
We look forward to seeing you there!