The water shuts off mid-morning in Houston, and it's a stark reminder: we don't have the infrastructure to power AI at the scale everyone's betting on. Tamika Tyson, a veteran risk advisor with 25+ years managing infrastructure and energy investments, explains why she's not panicking about AI—and why you shouldn't either.
In this episode, Tamika breaks down the real bottlenecks holding back AI adoption: energy grids that can't handle the load, water shortages competing with data centers (and golf courses), and the five-year timeline before we have real solutions. She shares hard-won lessons from managing risk through every crisis cycle, from dot-com to COVID, and explains why the best opportunities are created in downturns—if you're disciplined enough to see them.
Tamika is the founder of Scale, a risk-informed advisory firm, and has spent her career at the intersection of energy, infrastructure, and capital markets. Her perspective cuts through the hype with practical insights on navigating uncertainty, making smarter capital decisions, and positioning for long-term value when everyone else is reacting.
Subscribe for more conversations with leaders who've seen it all and know how to think clearly when the market doesn't.
Chapters:
00:00 – Intro
00:35 – Tamika's Background in Risk and Infrastructure
02:24 – Why Markets Repeat the Same Patterns
03:48 – Finding Opportunity in Crisis
05:23 – The Energy Infrastructure Problem with AI
09:42 – Why We Need All Energy Sources
11:50 – How Companies Are Actually Using AI
15:09 – AI Assistants and Task Automation
19:07 – Building Trust in AI Systems
22:15 – Setting Realistic Expectations for AI ROI
25:48 – Strategic Planning in Uncertain Times
Get Mike's book “Superpowered” on Amazon: https://www.amazon.com/dp/B0F1Y2M3X4
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