ConceptJul 23, 2026 · 2 min read
The interconnection queue is the new moat
Grid connection rights, not chips or land, are becoming the scarce asset under the data center build-out.
EnergyReal EstateAI and Compute
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ConceptJul 16, 2026 · 2 min read
Inference moves onto the device
Small models running locally are about to reprice the unit economics of consumer AI.
AI and ComputeConsumer