The view Al's next constraint will not be intelligence. It will be electricity. The blend #datacenter-buildout + #nuclear-renaissance The expert signal Follow @aiDotEngineer as the infrastructure required to build and deploy Al evolves....
The world changes daily. Markets react just as fast. Traditional investing was built for yesterday. A Tilt is a strongly held belief. A company is no different. This is ours. Tilt begins with a simple view of the world: investing should...
The constraint on AI capacity is shifting from chips to siting and power — and the binding limit is now political, not technical. Two things happened in this window: local opposition to data centers converted into electoral consequences,...
