Today, I sit down with Esther Wong — Founding Partner @ 3C AGI Partners and former Managing Director at SenseTime.In this conversation, we discuss why AI inferencing could break the grid, the global race for sustainable AI infrastructure, and why DeepSeek completely enabled the rest of the world to catch up in the AI race.If you ever wondered about:• Why AI infrastructure — not applications — is the real opportunity• How unsustainable our electricity usage is if everyone uses AI daily• Why AI models, chips, and data centers must all evolve to scale• And how a 90% pay cut to join a startup could be the best decision of your life— this one’s for you.Episode Highlights with Timestamps[00:00] Esther’s career risk: Green card fears and career advice that changed everything[01:20] Co-founding SenseTime: Raising $6B+ and building China’s largest AI platform[03:00] Betting on a ground-up, proprietary AI vision while pregnant — and taking a 90% pay cut[04:30] Lessons from startup life: Why 2 years in a startup taught more than 20 years in banking[05:50] The coming electricity crisis: Why inferencing will overwhelm today's grid[07:10] What is “sustainable AI”? — 4 buckets for making AI viable long-term[09:00] Why Esther is backing AI infrastructure over applicationsAbout Our GuestEsther Wong is the founder and CEO of 3C AGI Partners, a venture firm focused on global AI opportunities. She was a founding member of SenseTime, where she led capital markets and helped raise over $5B. With 20+ years in finance, she’s held senior roles at Cazenove, CICC, Barclays, and Bocom. Esther holds an Executive MBA from the University of Chicago Booth and serves on youth development boards in Hong Kong.Resources & Links MentionedEsther’s LinkedIn [ / esther-wong-76a6a410a ] 3C AGI Partners Linkedin [ / 3cagi ] 3C AGI Partners Website [https://3cagi.vc/]