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Who Bakes the Pie?
The quiet art of market creation — how a rule, a spec, or a single line of code turns dormant capability into infrastructure.
Aug 12
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Big Tech Big Power
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AI DOESN’T SLEEP. MOST POWER DOES.
Not all watts are equal. Power splits by one property — dispatchability: whether you can summon it on demand at 3 a.m. (firm: nuclear, gas, hydro) or…
Aug 6
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Big Tech Big Power
July 2026
The month a $35 billion platform started financing AI chips like real estate
The month in one glance
Jul 23
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Big Tech Big Power
What a Data Center Actually Is
AI didn't just make computers hungrier. It made heat the architect — first of the rack, then of the building, then of the map. “AI needs more compute…
Jul 15
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Big Tech Big Power
WHY AI NEEDS SO MUCH ELECTRICITY
AI's power appetite starts at the chip and multiplies upward: hotter processors, denser racks, running nonstop. It's physics, not inefficiency.
Jul 9
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Big Tech Big Power
AI IS MORE THAN SOFTWARE
The constraint on AI's pace and geography may be migrating from software and chips toward electricity, grid capacity, and build-time.
Jul 7
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Big Tech Big Power
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