Jul 18, 202612:06
Filtering, moving chains, and why market-rate supply and subsidy solve different problems.
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Jul 17, 202612:24
How supply absorbs demand, starts moving chains, and changes rents across a market.
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Jul 16, 202612:07
Why process design can change deployment as much as a better turbine, reactor, or well.
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Jul 15, 202611:23
Reusing transmission, industrial land, power-sector workers, and community relationships.
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TerraPower at a closed Wyoming coal plant ↗The project makes the energy transition look less like replacement and more like reuse. The question is which parts of an industrial place—grid connection, workforce, land, and trust—retain value.
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Jul 14, 202611:51
Nuclear cost through construction finance, project delivery, standardization, and repetition.
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Jul 13, 202612:38
How oil-and-gas drilling capabilities may turn underground heat into scalable clean power.
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Fervo’s 70% reduction in drilling time ↗The drilling result suggests a sharper question than whether underground heat exists: can oil-and-gas learning curves make much more of it economically recoverable?
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Jul 12, 202612:30
How data-center demand could shift costs, bypass the grid, or underwrite new supply.
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Jul 11, 202612:31
Grid studies, upgrade costs, project withdrawals, and the interconnection queue.
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Jesse Jenkins on the interconnection queue ↗The deceptively simple problem is that hundreds of gigawatts of proposed clean power cannot connect. The episode asks what the queue is actually doing—and why projects keep falling out of it.
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Jul 10, 202613:20
What synthetic consumers reproduce, what they miss, and why aggregates hide segment failures.
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Jul 9, 202615:26
Why tokens create variable infrastructure spend—and what finance teams need to manage.
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The impetus
Ramp’s emerging pattern in enterprise AI spend ↗The pattern connects the cloud-cost analogy to a wider market shift: AI spending spreads into monitoring, integration, and use-specific infrastructure rather than staying a predictable software seat.
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Jul 8, 202612:40
Task evals, trajectory inspection, production monitoring, and business outcomes.
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Jul 7, 202612:07
An architectural rule based on change rate and authority.
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Jul 6, 202613:27
How repositories, tools, tests, and reversible diffs close the agent feedback loop.
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Jul 5, 202614:41
The model, tools, state, permissions, feedback, stopping rules, and ownership inside an agentic loop.
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Jul 4, 202615:09
Tokens, prediction error, parameters, gradient descent, attention, post-training, and inference.
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Jul 3, 20260:15
A short setup trailer for a private feed about AI systems, energy, and housing.
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