ConceptSep 7, 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
Archive
Everything published, newest first.
ConceptAug 31, 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