AI’s Thirst: Why the Power Grid is the Real AI Crisis

AI's Massive Energy Needs: The Looming Power Grid Crisis

Okay, so hear me out. We’re all talking about AI taking jobs, right? It’s a big conversation, and for sure, something to think about. But what if I told you there’s a different, maybe even more immediate, threat from AI that we’re kinda overlooking? I’m talking about power. Serious, real-world electricity. Think about all those … Read more

Powering the AI Boom: Stocks for Data Center Energy

A futuristic

The artificial intelligence revolution is here, and it’s hungry for power. As AI models grow more complex and data centers expand to support them, the demand for reliable and efficient energy generation is skyrocketing. This trend presents a unique investment opportunity, especially for those interested in the intersection of technology, infrastructure, and energy. As someone … Read more

Ancient Urban Planning: A Masterclass in Large-Scale Systems

Ancient Urban Planning: A Masterclass in Large-Scale Systems

When I talk about investments, I usually mean digital assets or emerging markets. But today, let’s look at a different kind of long-term asset: ancient urban environments. It’s not about returns on capital, but about understanding complex systems and their engineering. Think about it. We often look at ancient ruins as simple piles of stone. … Read more