SolarEdge co-founder Amir Fishelov says every AI agent runs on a power plant

The SolarEdge co-founder, now backing energy and AI infrastructure at Square One Labs, argues agent savings rest on compute capacity companies do not control.

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Primary source: Ctech

Why it matters

Fishelov's warning turns the agent cost debate into a supply question. Founders who cut support or junior engineering roles for agents are dependent on inference capacity, electricity and provider allocation decisions that sit outside their own roadmaps.

A worker in a hard hat and reflective vest holds a tablet beside electrical substation equipment; a cabinet bears the letters “Rw.”

Amir Fishelov helped build SolarEdge into a global solar company. He is now making a blunter argument about the software business: companies that replace people with AI agents have swapped a visible payroll cost for a compute bill they do not control.…

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